NEFE is evolving.

NEFE debuted its first program four decades ago, helping fulfill a need at that time for quality financial education. The financial and technological landscape is very different today, and we understand the importance of adapting to the evolving needs of our field.

As part of our strategic shift, we have updated our mission statement to reflect how we will incite growth, impact and change to improve the effectiveness of financial well-being efforts. In recognition of our legacy of service to the field and our continued evolution, we are proud to announce our amended mission statement in response to our new direction.

Our Mission

NEFE champions effective financial education. We are the independent, centralizing voice providing leadership, research and collaboration to advance financial well-being.

Our Vision

NEFE envisions a nation where everyone has the knowledge, confidence and opportunity to live their best financial life.

Our Core Values

NEFE believes systemic interventions and equitable access leads to greater financial well-being for all. Through our core values:

  • Intentionality
  • Collaboration
  • Transparency
  • Stewardship

We are placing increased focus on understanding and enhancing the impact of knowledge and behavior influencers, bolstering thoughtful and actionable research, and convening key thought leaders to support a forward-thinking agenda for the field of financial education.

NEFE’s role:

Experts. With more than 30 years leveraging a legacy of dedication to the advancement of financial education, NEFE uses their experience, analysis and insights to provide guidance and support for the future of the financial education field.

Unifiers. NEFE recognizes the value in strengthening relationships with, and among, a broad cross section of organizations, steering collective wisdom and driving collaboration. As a unifying voice, NEFE guides the national dialogue in the spirit of maintaining momentum.

Visionaries. For the collective movement to create effective tools for improved financial well-being, NEFE is a beacon of growth, impact and change. NEFE asks the tough questions and challenges the community to reach beyond obvious answers.

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Join us for our 2nd Financial Education Innovation and Impact Summit in Denver, Oct. 8-10

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