The NAPFA Consumer Education Foundation (NCEF) is a 501(c)(3) non-profit organization that is committed to turning Americans into confident financial decision makers.
The purpose of the NCEF is to empower consumers to achieve positive financial outcomes and to support fee-only financial advisors in providing objective financial guidance to consumers on a pro-bono basis.
Mission: To empower consumers to achieve positive financial outcomes by supporting Fee-Only financial advisors in providing objective financial guidance on a pro-bono basis.
Vision: Changing lives through pro-bono financial advice.
NCEF fulfills its Mission with the following programs:
- Building Homes for Heroes — Exclusive CFP® partner advising disabled veterans.
- The One Hour Challenge — NCEF promotion to encourage NAPFA members to give pro-bono advice.
- Money Smart Week — National Champion since 2018 advising consumers.
- Future Program Development — Possible programs to support young adults, elderly, disabled, women and families with terminal illness.
NAPFA Members can give back via NCEF. Our impact is great when we share our skills pro-bono with people who otherwise would not have access to our expertise.
Consider volunteering your financial planning expertise or making a donation to support NCEF programs. All contributions to the NCEF are tax-deductible and are spent on the operations and programming of the organization.
Employer ID Number: 20-2025908
For more information, please contact Nick Casas, NCEF Program Coodinator, 1-847-483-5400 ext. 106.
Thank you, Donors!
NCEF greatly appreciates the support of its donors. View a list of 2021-2022 donors here.
By making a monetary contribution to support NCEF, you:
- Take enterprising action on a cause whose urgency you experience every day.
- Ensure that NAPFA’s client-focused, fee-only values are strongly represented in the industry’s consumer outreach efforts.
- Support current NCEF pro-bono programmatic opportunities.
- Develop future national pro-bono opportunities for affinities you have served locally including the elderly, terminally ill, veterans, school children, women and those in poverty.