Quality Provider Application

Fill out the following form to apply to be a PFEEF Quality Provider.

All fields are required.

Your Name

Your Email

Your job title


Street address



Zip Code/Postal Code


Phone Number


Please explain how your organization meets each of the following Quality Provider criteria:

(1) Provide employees with the full range of financial education

(2) Show that the financial education results in a behavior change (e.g., by using the PFW Scale)

(3) Provide evidence of an excellent business reputation

(4) Request a recommendation from at least three references. Send the recommendation to the email address: info@pfeef.org. List the references below
Reference #1:

Reference #2:

Reference #3:

(5) What is the date your business started?

(6) Provide evidence of your organization being in business full-time for at least 5 years:

(7) Quality Providers may charge a fee or sell a product. PFEEF will have a disclaimer with regard to any product sold

Does your organization charge fees?

Does your organization sell products?

PFEEF is committed to ensuring that financial education in the workplace is delivered in an atmosphere free of preferences on the basis of race, color, ethnic origin, national origin, creed, religion, political belief, gender, sexual orientation, marital status, age, veteran status, or physical or mental disability.