Quality Providers

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Quality Providers2020-02-21T16:09:40-06:00

PFEEF Quality Providers

PFEEF considers the following organizations as quality providers of financial education

Financial Fitness Group

The Financial Fitness Group (FFG) provides online tools and software applications that deliver powerful, interactive personal finance and investing learning solutions. More than 700 industry leaders like Ameritrade, Morningstar, Intuit, Staples, Cornell and New York Life use FFG products to augment wellness benefits and provide accurate and unbiased FINRA-compliant content.

Financial Finesse

Financial Finesse was founded with a single mission: to provide people with the unbiased information and guidance they need to become financially independent and secure. Today, the company provides full service financial education programs to over 400 organizations combining financial workshops with phone-based financial coaching, in-person financial planning sessions, and online content and tools to deliver personalized financial programs.

CLC Incorporated & My Secure Advantage (MSA)

CLC Incorporated headquartered in Granite Bay, California, was founded in 1986 and is now providing legal and financial benefits to over 26 million households through more than 25,000 corporations. CLC’s clients include employer groups ranging from Fortune 100 companies to small businesses. CLC has partnered with many of the nation's largest health care organizations, financial institutions, state and federal governments and municipalities, as well as national associations.

Money Management International

Money Management International (MMI) is the largest nonprofit, full-service credit counseling agency in the United States, and is qualified to do business in all 50 states. Since 1958, they have been helping consumers find the tools and solutions needed to achieve financial freedom. MMI provides professional financial guidance, free credit counseling services, community-wide educational programs, debt management assistance, bankruptcy counseling, education services, and housing counseling assistance to consumers via phone, Internet and in-person sessions.

It is the mission of the Personal Finance Employee Education Fund to promote and facilitate financial education in the workplace. We define financial education as the full range of financial education, including budgeting, credit and debt, savings, and investment. We also emphasize the need to verify measurable attitudinal and behavioral changes on the part of employees as a result of financial education efforts. Therefore, to become a quality provider your organization should meet the following standards:

1. Provide full range of financial education

2. Able to show evidence of behavior change

3. Evidence of excellent business reputation

4. Provide three references

5. Have been in business full-time for five years