Educational Affiliates
Goal of the Educational Affiliates Program
To broaden the delivery of the
Institute’s financial education programs
to the general public through strategic partnerships with professionals
within the financial services and related industries.
Basic Program Description
Scheduled for launch in 2008, affiliates will
have the ability to sign their clients up online for financial education
programs. The program
will initially be launched with the Personal Finance Series, and will
be expanded as other educational programs become available.
Relationship to Institute Mission
The mission of the Institute for Financial
Literacy is to make effective financial literacy education available to
all American adults. Financial
service professionals are in a unique position both to identify clients
who could benefit from financial education and encourage those clients
to participate. By partnering with these professionals, the accessibility
of the Institute’s educational programs will be expanded to clients
who might not otherwise learn of them.
Referral Fees
The Institute is prohibited by IRC §501(Q) from paying
or receiving referral fees for its services.
Potential Affiliates
- Potential affiliates include any professional, organization
or business working with clients in financial or related matters. Examples
include, but are not limited to:
- Mortgage Brokers
- Life Insurance Agents
- Real Estate Agents
- Financial planners
- Tax advisors
- Attorneys
- Employee Assistance Programs
- Unions
For more information about the Educational Affiliates program, please
contact the Institute at 207-879-0389.