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Association For Financial Counseling And Planning Education

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 342017326 ✦ Westerville, OH ✦ Designated as a 501(c)(3)

Overview

What is Association For Financial Counseling And Planning Education?

The Association for Financial Counseling and Planning Education, located in Westerville, Ohio, is a dedicated nonprofit organization. Its primary mission is to enhance the professional development of financial educators, practitioners, and researchers worldwide. This is achieved through various means, including hosting presenters, offering essential courses, and running a professional development program. The association also publishes quarterly newsletters and a semi-annual research journal to share knowledge and insights. Their ultimate goal is to improve economic well-being for individuals and families globally by certifying, connecting, and supporting a diverse community of capable financial professionals. With a team of 16 dedicated individuals, AFCPE plays a significant role in fostering financial literacy and resilience.


Official website here: www.afcpe.org

Is Association For Financial Counseling And Planning Education legitimate?

Association For Financial Counseling And Planning Education is a legitimate nonprofit organization registered as a 501(c)(3) entity. Association For Financial Counseling And Planning Education submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

Here are some key statistics you may want to consider:

Executive Compensation: $240,843
Professional Fundraising Fees: $0
Other Salaries and Wages: $637,675

For more financial information, click here


Official website here: www.afcpe.org

What is the mission statement of Association For Financial Counseling And Planning Education?

The Association for Financial Counseling and Planning Education (AFCPE) is committed to enhancing the professional development of financial educators, practitioners, and researchers worldwide. Their mission is to improve the economic well-being of individuals and families by providing certification programs, meetings, workshops, roundtables, and an annual conference. AFCPE ensures the highest level of knowledge, skill, and integrity in the personal finance profession by certifying, connecting, and supporting diverse and capable professionals who serve communities globally. AFCPE's member services include hosting professional development presenters, offering essential courses, and running a professional development program. They also publish quarterly newsletters and a semi-annual research journal.


Official website here: www.afcpe.org

Who is the CEO of Association For Financial Counseling And Planning Education?

Rachael Deleon is the Past-President of Association For Financial Counseling And Planning Education.


Official website here: www.afcpe.org

What is the revenue of Association For Financial Counseling And Planning Education?

Association For Financial Counseling And Planning Education's revenue in 2022 was $2,815,914.


Official website here: www.afcpe.org

Who are the executives of Association For Financial Counseling And Planning Education and what are their salaries?

The average compensation at Association For Financial Counseling And Planning Education during 2022 was $54,907. There are 16 employees and 26 volunteers at Association For Financial Counseling And Planning Education.

Here are 15 key members and their salaries:

    Rachael Deleon (Executive Director - 01/28 - 12/31)
  • Compensation: $127,525
  • Related: $0
  • Other: $0

    • Rebecca Wiggins (Executive Director - 01/01 - 01/28)
  • Compensation: $113,318
  • Related: $0
  • Other: $0

    • Meredith Lozar (Past-President) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Michele Godfrey (President) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Andi Wrenn (President - Elect) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Jen Hemphill (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Don Fulton (Treasurer) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Bud Schneeweis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Amanda Wilson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Holly Zugay (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Krista Loew (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Brandy Baxter (Secretary) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Michael Thomas (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Rita Green (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Lucy Delgadillo (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


  • Official website here: www.afcpe.org

    Where can I find the form 990 for Association For Financial Counseling And Planning Education?

    The Association For Financial Counseling And Planning Education’s most recent form 990 was submitted in 2022 and can be accessed here


    Official website here: www.afcpe.org

    Learn more at the official website: www.afcpe.org

    Mission Statement of Association For Financial Counseling And Planning Education

    The Association for Financial Counseling and Planning Education (AFCPE) is dedicated to enhancing the professional development of financial educators, practitioners, and researchers globally. Their mission is to elevate the economic well-being of individuals and families worldwide by upholding the highest level of knowledge, skill, and integrity among personal finance professionals. AFCPE achieves this by certifying, connecting, and supporting a diverse pool of capable professionals who serve communities worldwide.

    In pursuit of this mission, AFCPE offers a variety of resources. They provide professional development opportunities through certification programs, meetings, workshops, roundtables, and an annual conference. These events equip financial educators with the necessary tools and knowledge to effectively assist individuals and families in managing their finances. Moreover, AFCPE supports its members by hosting professional development presenters, offering essential courses, and providing a comprehensive professional development program.

    In addition to these services, AFCPE maintains communication with its members through quarterly newsletters and a semi-annual research journal. These publications showcase the latest research and trends in personal finance, enabling members to stay informed and up-to-date in their field. By providing these resources and opportunities, AFCPE plays a crucial role in empowering financial educators and professionals to improve the financial stability and well-being of individuals and families around the world.

    Impact

    This information is meant to be a general summary of Association For Financial Counseling And Planning Education. Please take the time to review official sources before making any decisions based upon the content provided here.




    Thursday, August 15, 2024

    Association For Financial Counseling And Planning Education (AFCPE) provides professional development experiences for financial educators, practitioners, and researchers to improve the economic well-being of individuals and families worldwide. AFCPE accomplishes this mission through certification programs, meetings, workshops, roundtables, and an annual conference.

    By certifying, connecting, and supporting diverse and capable professionals in the personal finance profession, AFCPE ensures the highest level of knowledge, skill, and integrity in serving communities worldwide. AFCPE's member services include hosting professional development presenters, essential courses, and a professional development program. Additionally, AFCPE publishes quarterly newsletters and a semi-annual research journal.

    Overall, AFCPE's impact can be seen in the enhancement of financial education and counseling services, leading to improved economic well-being for individuals and families globally. Their focus on certifying and supporting professionals in the field contributes to community improvement and empowerment.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    Efficiency

    Other financial information:

    This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $65,451
  • Program Service Revenue: $1,879,322
  • Gross Receipts: $2,815,914

    • Assets and Liabilities:
  • Total Assets: $3,513,341
  • Total Liabilities: $765,663
  • Net Assets: $2,747,678
  • Programs

    Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

    CERTIFICATION PROGRAMS

    Revenue

    $788,347

    MEMBERSHIP DUES & SERV

    Revenue

    $589,892

    CONFERENCE & COURSE RE

    Revenue

    $501,083

    Organization Details

    Founding Year

    2009

    Principal Officer

    Rachael Deleon

    Main Address

    79 S STATE STREET D3, WESTERVILLE, OH, 43081

    NTEE Category

    Code: S05 - Community improvement

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