Adult Financial Education Services Blog

Values-Based Investing: From Trend to Strategic Alignment

You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, gaining significant traction as investors sought to align their capital with broader social...
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Frequently Asked Questions

These frequently asked questions are designed to give clear, straightforward guidance that helps you feel confident in understanding your options and choosing are educational course.

By the end of our courses, our goal is to make sure students discover that there’s rarely a single “right” or “wrong” approach. Instead, it’s about understanding what’s suitable for their unique situation—choosing investments that fit their goals and finding the right balance in how much to allocate.

No. All of our courses are strictly educational. Selling of products is strictly forbidden in AFES courses

Each of our instructors is listed on the AFES website with a photo and bio. Click HERE to find out more.

No. Currently our classes are taught in a classroom setting

Your tuition payment covers the admission of two people. One workbook is also included.

Yes. Additional workbooks are available for an additional fee (cost varies by class)