ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION
Westerville, OH, US
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501(c)3
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EIN
34-2017326
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Research Institutes & Public Policy Analysis
Westerville, OH, US
•
501(c)3
•
EIN
34-2017326
•
•
Research Institutes & Public Policy Analysis
AI Summary
The Association for Financial Counseling and Planning Education (AFCPE) is a nonprofit organization dedicated to enhancing the economic well-being of individuals and families worldwide through professional development for financial educators, practitioners, and researchers. With an operating budget of $3.2 million and total revenue of $2.9 million for the filing year 2024, AFCPE offers certification programs, workshops, and an annual conference to further its mission. The organization does not rely on a single funder for 50% or more of its revenue, ensuring a diverse funding base to support its initiatives. For more information, visit www.afcpe.org.
Mission Statement
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.
Cause Areas
3
Education
Financial counseling
Community and economic development
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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Frequently Asked Questions
What is ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION’s budget?
In 2024, ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION reported an annual operating budget of around $3.2 million. More detailed financial information is available to registered users.
What causes does ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION support?
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION supports work in Education, Financial counseling, and Community and economic development.
Where does ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION operate?
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION is headquartered in Westerville, OH.
Who funded ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION recently?
In 2024, ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION received grants from COLUMBUS FOUNDATION, AMERICAN GIFT FUND, and COLUMBUS FOUNDATION. More information on this organization’s funders is available to registered users.
What is the largest grant ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION received in 2024?
The largest grant to ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION in 2024 exceeds $123 thousand.