Quality Providers Criteria

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