(The FA Movement)
We believe having better personal finance knowledge changes your world
& the world around you... FOREVER!
Welcome to The Improving Financial Awareness & Literacy Movement Worldwide website Home / About Us page.
The Movement Worldwide is open to everyone to participate are no cost.
We offer the gift of personal finance knowledge through downloadable content, classes, programs and projects to improve financial awareness and financial literacy that can be used improve your financial awareness and financial literacy within your family, your organization, university, municipality, country, continent, social media, around the world..
To help address the lack of financial awareness and the financial illiteracy epidemic a dedicated team of concerned parties began taking an active leadership role to identify and recognize organizations and their management, and individuals that are championing improving financial awareness and financial literacy. Then have began uniting them with other associations, organizations, nonprofits, educational institutions, municipalities, employers, the news media and concerned individuals to actively focus this vast community resource into The Improving Financial Awareness & Financial Literacy Movement built around the semi-annual concentrated personal finance content media blitz around the strategic campaign venues to celebrate
- April being known as Financial Literacy Month and six months later with
- October being known as Estate & Gift Planning Awareness Month
The plan is to touch everyone – the general public, every woman, man and child, rich or poor – at least twice a year through these strategic venues, with educational and motivating materials and reminders to get and keep their financial house in order with a current financial, estate, and gift plans. Thus empowering ‘The People’ to make informed lifelong financial decisions.
Does this interest you?
Sharing the essential principles to personal financial knowledge changes your world and the world around you, FOREVER!
The World has a population of nearly 8 billion with about 9.2% of the world’s population or 690 million people live in extreme poverty on less than $1.90 a day, according to the World Bank. In
- The United States — over 11% of the population — over 37 million people live in poverty, but half US families struggle to make ends meet. https://www.latimes.com/opinion/story/2021-09-24/federal-poverty-level-us-families
- Nigeria, over 39% of the population—80 million lives on less that $1.90 USD a day, over 92% – 190 million live on less that $5.50 a day(1)
- India, over 22% of the population—396 million lives on less that $1.90 USD a day, over 87% – 1.2 million live on less that $5.50 a day(1)
- Uganda, over 41% of the population—19 million lives on less that $1.90 USD a day, over 88% – 40 million live on less that $5.50 a day(1)
What are your countries / communities numbers?
A report released by the International Labor Organization found that many of the 3.3 billion people throughout the world who are technically employed are working under substandard conditions that offer too little pay, poor economic security, and little to no opportunity for advancement. https://worldpopulationreview.com/country-rankings/unemployment-by-country
We are also experiencing increases in debt. We are not taught at home or school about planning for our future and why it’s important to have a current financial, estate and gift plans to protect themselves and our families. We have a collection of serious problems resulting in a high percentage of poverty coupled with a lack of financial awareness resulting in a serious financial illiteracy epidemic. This places a HUGE growing amount of pressure on families and friends, employers, nonprofits; as well as the ultimate safety net the government.
This is not just a local epidemic it’s an international one.
Earning and building personal wealth and managing personal finances today are more complicated and more important than ever. We’re living longer and need to earn more, save more, and invest more wisely to build financial resources to care for ourselves and families. Many of us are insecure with our work and the future of our homes. We see our money being drained by the high cost of food and water, healthcare, housing, education, and taxes while dealing with the uncertainty of investments in our local and global economy. We worry about the future, or unfortunately in many cases, simply try not to think about it.
Most people are not taught the essential principles to smart money management – the foundation to personal finance knowledge – at home or in school. Thus, they don’t have the proper tools to address everyday money decisions in an informed manner. This jeopardizes their financial and physical wellness, their ability to realistically achieve and maintain their personal and family financial dreams, let alone enjoy a financially secure debt free future.
Wouldn’t it be great if there is a real solution to this lack of financial awareness and financial illiteracy epidemic?
We strongly believe there is, and it revolves around better educating the general public – rich to poor, educators, financial service and nonprofit professionals to the essential principles to smart money management – the foundation to personal finance Knowledge – while motivating them to get and keep the financial, estate and gift plans in order.
People need access to better personal financial management tools and information, to communicate and work more effectively with their financial advisors and financial product providers, and to make better informed everyday money decisions.
Wouldn’t it be great if there is a real solution to this lack of financial awareness and financial illiteracy epidemic?
We strongly believe there is, and it revolves around better educating the general public – rich to poor, educators, financial service and nonprofit professionals to the essential principles to smart money management – the foundation to personal finance Knowledge – while motivating them to get and keep the financial, estate and gift plans in order.
People need access to better personal financial management tools and information, to communicate and work more effectively with their financial advisors and financial product providers, and to make better informed everyday money decisions.
Significantly improving financial awareness & financial literacy can have a major positive impact on our
- Healthcare – Advancements in healthcare and technology are helping us to live longer, healthier, and higher quality lives. Improving financial awareness and financial literacy will help us earn more, and attract needed money for a high quality education to take advantage of these healthcare advancements while reducing stress, a major cause of health problems.
- Education – Improving financial awareness and financial literacy will help us increase our quality of life, and attract the needed financial resources to advance our education system so that every man, woman, and child has the fundamental life skills, knowledge, and opportunity to live successful, happy and productive lives.
- Agriculture & Food Supply – The important agricultural sector is under developed and largely inefficient, employing about 27% of the total workforce while contributing about 3.5% to the national GDP. In many parts of the world under 10% of the agricultural workforce feeds the entire populations and has surplus for exports. Improving financial awareness and financial literacy will help to better manage natural resources, better feed and provide for the growing population, while creating higher paying jobs for farmers to better grow a sustainable economy.
It also benefits
- The Governments, Businesses, Financial Services, NGOs & Nonprofits, Educational Professions and their organization’s thought leaders benefit by significantly helping to solve a major social problem. This creates goodwill for Nigeria attracting new local and global businesses and strategic partners, retain existing ones, and building support for other key initiatives.
- Families benefit by learning the essential principles to smart money; it empowers them to make better informed productive everyday money decisions, save time and money with their financial advisors and product providers, and have the best possibilities to reach and maintain their personal and family financial dreams, to enjoy a financially secure, debt-free future, while passing on their values, knowledge and assets to future generations to make their lives and this world a better place.
- Schools, Colleges & Universities benefit by having alumni, faculty and staff who are less stressed, happier and more productive and more philanthropic with increased donations, planned gifts, alternate beneficiary selections and bequests. By incorporating financial awareness and financial literacy classes as part of the enhancement of knowledge, encourages all members of the academic community to make better lifelong financial decisions enhancing their personal resources and legacy. This also opens the door to significant development opportunities for Universities and Colleges to reduce education costs and fund student scholarships, faculty grants, research and other projects through gifts, bequests and deferred gifts that are a part of The Community member’s financial, estate and gift plans.
- Financial Advisors & Financial Product Providers & their Organizations, such as attorneys, accountants, bankers, trust officers and private fiduciaries, realtors, insurance brokers and agents, investment brokers and agents, wealth managers, financial advisors, benefit by acquiring new business from more informed and motivated clients.
- Employers, Farmers, Telecom & Technology Companies benefit from earning more money while having employees who are less financially stressed, happier and more productive.
- NGOs, Nonprofits & Fundraisers benefit their organizations with increased donations, planned gifts, alternate beneficiary selections and bequests.
- Philanthropists benefits by helping to solve a major social problem that leads to a better world.
- The News Media benefits from increased ad revenues and by providing its audience with timely valuable information.
Everyone and the world actually benefits with a stronger and financially sound economy.
The Improving Financial Awareness & Financial Literacy Movement can help make all this happen and so much more.
- Taking an active role to recognize ‘thought leaders’ and stakeholders that are and should be championing improving financial awareness and financial literacy.
- Unite them with other associations, organizations, nonprofits, educational institutions, municipalities, employers and the news media to actively focus their vast community resources into The Improving Financial Awareness & Financial Literacy Movement with its concentrated personal finance content media blitz every six months built around celebrating two strategic campaign venues.
This is nationally, regionally and locally recognized months with government, corporate and academic leadership providing proclamations celebrating - April being known as Financial Literacy Month, and six months later
- October being known as Estate & Gift Planning Awareness Month
The plan is to touch everyone – the general public, every woman, man and child, rich or poor – at least twice a year through these strategic venues, with educational and motivating materials and reminders to get and keep their financial house in order with a current financial, estate, and gift plans. Thus empowering ‘The People’ to make informed lifelong financial decisions.
The objective is to encourage government, financial service organizations and their professionals, corporate, academic, and social service leadership; and the news media to actively support and participate in The Movement to alert, educate, motivate and assist everyone to get and keep their financial house in order with a cost effective current financial, estate and gifting plans.
We understand that this is a massive undertaking; however, it can be accomplished through leading organizations and their associates that include:
- Government / Central Bank
- Financial Service Associations / Members
- Employers / Technology Companies
- Nonprofits / Religious / Social Change Organizations
- Educational Institutions
- Thought Leading Philanthropists / Grant Providers / Celebrities
- Health / Social Welfare Organizations
- Media / Social Media / Concerned Parties
- Financial Service Companies / Professionals
Together these organizations and their leadership represents a direct communication channel to the World’s People. Further, they have a vested interest in helping to raise the quality of life for all, as it will also improve their businesses, and allow them to do their jobs more effectively.
- Establish The International Improving Financial Awareness & Financial Literacy Research Center at prominent universities to serves as a ‘Think Tank’ and a ‘improving financial awareness and financial literacy advocate’ for all students, faculty and staff, alumni and all The People of the country, financial service and nonprofit professionals and their organizations, educational institutions, municipalities, employers and the news media. The Research Center will
- Take a leadership role in The Improving Financial Awareness & Financial Literacy Movement
- Take an active role in assisting us in developing and delivering a Financial Awareness & Financial Literacy Curriculum Programs for all university students at their university. This would also be available for all faculty and staff, alumni and family & friends at no cost.
- Initiate Professional Certification & Training Programs for financial service professionals.
- Establishing an Improving Financial Awareness & Financial Literacy Student Club / Association. This can be available to all students interested in accounting, legal and the other financial service professions, and the nonprofit sector. This can work quite well for integrating mentoring and internships and related programs. It can also be open to faculty and staff and alumni, family and friends as part of a lifelong learning program.
- Work with country based organizations to incorporate financial literacy based content into existing programs and contests.
- Perform Ongoing Longitudinal Technical Research to monitor The Movement and its advancements, make improvements where necessary, and provide political leadership with valuable economic insights. Improving Financial Awareness & Financial Literacy is not a get rich quick process; it’s a lifelong skillset. To measure what’s working and what’s not requires longitudinal studies. This research can provide critical feedback on many financial and economic matters as a service to political and business leaders. We are working on a Quality of Life Family Index for Nigeria that will be a powerful indicator.
- Establishing Incubators / Accelerators to create, help launch and successful grown new and existing business while creating needed jobs and building wealth for the founders, the university and the economy.
- The Lead Research Center’s will share their work with other campuses in the country and around the world creating a network of The International Improving Financial Awareness & Financial Literacy Research Centers and connecting them together.
- Develop a network of volunteers and ambassadors that support The Movement and efforts at the University.
Plans are to link these University Research Centers together nationally and internationally as a Master Brain Trust to jointly help solve the global lack of financial awareness and financial illiteracy epidemic
4. Furthermore, everyone will be given access to
- Gift of the TFAF – Personal Finance Publication Set filled with interesting and educational program materials that empowers the participant with the essential principles to smart money and common personal finance mistakes to avoid – the foundation to personal finance knowledge, and a systematic approach to better manage their finances so they can
- Make wiser informed and productive everyday money decisions
- Work effectively with financial professionals
- Pass on values, knowledge and assets to future generations and charitable causes to help make this a better world
- Have the best opportunities to reach and maintain personal money dreams while living a financially successful life
- Gift series of educational, entertaining and motivating fundamental presentations that introduce the participants to and reinforce the materials addressed within the publications, entitled The Building Blocks to Successful Financial, Estate & Gift Planning Series™
(In phase 2 an eLearning presentation of the materials that once complete will provide everyone with an initial financial, estate and gift plan)
- Gift lifelong personal finance learning –
- With the sharing of a weekly life event blog/newsletter on such topics as
- Planning for your future
- Saving for your future
- Starting a business
- Funding college education
- Renting an apartment
- Death in the family
- Investing in your future
- Semi-annually financial updates will be provided in the form of live / record presentations that can be delivered in print, audio and multi-media formats to everyone celebrating
- April as Financial Literacy Month
- October as Estate & Legacy Planning Awareness Month
- Financial service and nonprofit professionals will be provided with a The Improving Financial Awareness & Financial Literacy Movement Overview / Planner and encouraged to participate in this very important community service. This is an excellent overview and planning tool that encourages them to support and participate in this important movement.
- Identify and develop fun activities during The Movement’s semi-annual campaign venues such as
- TV & radio shows
- Social Media
- Local, regional, national Improving Financial Awareness & Financial Literacy Contests
- Math
- Personal Finance
- Art – Financial Literacy Posters
- Best Financial Literacy Radio / TV Ad
- Slogan for the Year
- Poster for the Year
- Improving Financial Awareness & Financial Literacy Music
- Celebrity Appearances
- Scholarships
- Clubs
- Walks, Marathons
- And so much more
6. Ongoing materials will be developed and provided to ensure these financial lessons and tools are maintained and updated and reinforced on a regular basis.
The Improving Financial Awareness & Financial Literacy Movement – Worldwide
The Movement began over a decade ago in the USA through efforts of founders within The Financial Awareness Foundation (TFAF).
The Movement began over a decade ago in the USA through the efforts of founders within The Financial Awareness Foundation (TFAF).
After a long and successful career pioneering the financial planning industry in the US in the mid-1970s, as an early Certified Financial Planner® (CFP®) and Accredited Estate Planner® (AEP®), author, and syndicated columnist, and helping establish the ‘fee-only’ financial planning profession while serving as a principal within several San Francisco Bay Area CPA firms, and private practices, the founder came to a very important understanding.
Being financially aware and financially literate is a VERY important life skill, that is NOT commonly taught at homes or in schools. After further research from real-world experience discovered that this VERY important ignored life skill is the root issue behind many social and political challenges including creating more sustainable jobs, and building robust economies while reducing poverty, crime, and the strain on social welfare services experienced by so many governments.
To help make a difference for so many, over the last decade made it a high-priority mission to significantly improve financial awareness & financial literacy for everyone at no cost, by launching The Movement, and then establishing The Financial Awareness Foundation with several like-minded professionals to help advance it.
Global financial literacy initiatives have been increasing; TFAF is contacted regularly for assistance, content, and ideas from concerned parties around the world.
In 2018 we expanded The Improving Financial Awareness & Financial Literacy Movement into several East African Countries modeled after our work in the US. In 2020 The Movement expanded into Ghana-West Africa, Brazil, and India. In 2023 we added our first Eastern European TFAF Ambassador from Poland.
We now have
- The Improving Financial Awareness & Financial Literacy Movement developing within 5 continents over a dozen countries and growing.
- The International Improving Financial Awareness & Financial Literacy Research Centers / Hub taking leadership roles within the countries and community’s improving financial awareness and financial literacy activities.
- TFAF Ambassadors, Strategic Partners, and friends are working on significantly improving financial awareness and financial literacy within countries that represent over half the world’s total population.
Does this sound like something you would like to get involved with to help members of your community?
The Improving Financial Awareness & Financial Literacy Movement’s Distinguished Co-Honorees
Each year we recognize and honor a distinguished group of hard working ‘Thought Leaders’ for their outstanding individual efforts in improving financial awareness and financial literacy. It gives us great pleasure to recognize this year’s Co- Honorees representing Thought Leadership in Academia, Financial Services, News Media and Nonprofits.
Representing Academia Thought Leadership
The International Improving Financial Awareness & Financial Literacy Association the University of Ghana (The FA Association)
Over the last year these fine gentlemen have been working on creating The International Improving Financial Awareness & Financial Literacy Association at the University of Ghana Business School. The FA Association is taking a leadership role in rolling out
The Improving Financial Awareness & Financial Literacy Movement in Ghana
Professor Godfred A. Bokpin, Dean of Students Affairs, UGBS
Professor Godfred A. Bokpin is an Economist and Professor of Finance. He earned his Doctor of Philosophy (PhD) in Economics from the Graduate School of Economics, Osaka University in Japan, Master of Philosophy Degree in Finance and B.Sc. (Admin) in Accounting with First Class Honours from the University of Ghana. Professor Bokpin combines three broad disciplines of accounting, finance and economics and the interrelations between them in teaching and research that uniquely distinguishes his output. He has extensive experience consulting for industry, Civil Society Organisations, and government.
Professor Justice Nyigmah Bawole, Dean, UGBS
Professor Justice Nyigmah Bawole is Dean of the UGBS. He obtained a PhD in Development Policy and Management from the Global Development Institute, University of Manchester, UK in 2013. He also holds a Master of Philosophy in Public Administration, Bachelor of Science in Administration (Public Administration) and Diploma in Public Administration from the University of Ghana Business School. He also attended Wesley College of Education in Kumasi and Yeji Secondary/Technical School. Professor Bawole has consulted for a number of local and international organisations and featured on many radio / TV programmes providing insightful analyses on important policy issues.
Professor Charles Andoh, Head – Department of Finance, UGBS
Professor Charles Andoh (PhD), Technische Universitaet, Kaiserslautern, Germany) is an Associate Professor and the Head of Department of Finance in the UGBS. He holds a BSc. Mathematics from the Kwame Nkrumah University of Science Technology (Ghana) and MSc degrees in Mathematics and Financial Mathematics from respectively the Norwegian University of Science and Technology and the University of Kaiserslautern, Germany. Professor Andoh research interests are in the areas of risk evaluation in investment decisions, time and financial time series analysis, finance theory, artificial intelligence and its application in finance.
Dr. Benjamin Amoah, PhD, Coordinator, The International Improving Financial Awareness & Literacy Association, UGBS, TFAF Ambassador & Advisory Board Member
Dr. Benjamin Amoah is a lecturer at the Department of Finance, University of Ghana Business School with over 11 years of teaching and research experience. Holds a Ph.D. in Finance from the University of Ghana, serves as a lecturer in Banking and Finance at the undergraduate and MBA level. Has served as a Ghana Stock Exchange Certified Securities professional and member of the Association of Certified Chartered Accountants (ACCA-UK), Bank and Financial Analyst, and Co-Founder of The Center for Economics, Finance and Inequality Studies, (CEFIS) a not-for-profit research center, TFAF Ambassador – Ghana, and member of TFAF Advisory Board.
Representing Financial Services Thought Leadership
Gary L. Flotron, MBA, CLU®, ChFC®, AEP®
Professor Flotron has taught at the University of Missouri—St. Louis since 1997 where he also serves as the Associate Director of Financial Planning Programs, and is the 2014-15 Recipient of the Chancellor’s Excellence Award. He is also the principal of G. L. Flotron & Associates. With over 40 years of experience, he specializes in the areas of trust-owned life insurance, estate and business planning, and executive and employee benefit plans. An author and frequent national speaker, Gary has spoken to numerous professional associations and conferences. Gary is the past president of the National Association of Estate Planners & Councils, and their Foundation; a past national board member of the Society of Financial Service Professionals (FSP) and their Foundation, and editor of their Estate Planning publication; and Chair Emeritus of the Synergy Summit.
Representing News Media Thought Leadership
Jean Chatzky, CEO of HerMoney.com & host of the podcast HerMoney With Jean Chatzky
The financial editor of NBC Today for 25 years and the Financial Ambassador for AARP, she appears frequently on CNN, MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal best-selling author. Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. An in-demand motivational speaker and fierce advocate for financial literacy, in 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month.
Representing Nonprofit Thought Leadership
Centre for Financial Literacy Education Africa – CFLE – AFRICA
CFLE–AFRICA is a Ghana based not-for-profit organization that seeks to promote and develop financial literacy skills in the average African. Their mission is to empower and educate all Africans to make financially sound decisions. CFLE-Africa is the Lead TFAF Ambassador in Ghana and has taken an active leadership role to develop and expand The Improving Financial Awareness & Financial Literacy Movement in Ghana, in Africa, and Worldwide.
The Founding Executive Director of CFLE AFRICA
Peter Kwadwo Asare Nyarko, Executive Director
Peter is a Financial Literacy Advocate & Educator, Personal Finance & Business Planner, Coach & Consultant, Practicing Accountant, Author, Public Speaker, Lead TFAF Ambassador – Ghana, and a member of TFAF Advisory Board. Peter is also the Founder/CEO of PKAN Capital Consulting; a personal finance, group financial planning and business development firm. With a personal life mission of empowering and educating his generation through personal finance management, business development and investments; Peter empowers, educates, coaches, mentors, and speaks to people from all walks of life.
The Founding Executive Member of CFLE AFRICA
Barbara Ama Aboagye, Executive Member,
Barbara isa curious learner with Master’s Degree in Civil Engineering with a focus on materials and structures in the environment at Ecole Centrale Nantes, France. Has a Bachelor’s Degree in Civil Engineering from KNUST, Ghana. Barbara’s lifelong dream is to construct affordable housing for Africans, using plastic bottles and alternative source of material apart from cement. Her favorite quote is “If not now, then when, if not you, then who?’’ She is passionate about financial literacy and wealth management, and aspires to be a teacher someday.
The Founding Executive Member of CFLE AFRICA
Philip Oduro Annor, Executive Member,
Philip is pursuing a Bachelor of Science in Finance at the Ghana Institute of Management and Public Administration (GIMPA) and holds a Securities Industry Certificate from the Ghana Stock Exchange. He believes in strategic human capital development, global knowledge, financial literacy, and investments. Philip is passionate about finance and all its related activism; loves to volunteer and give back to the community, and envisions CFLE-Africa to be championing and creating massive awareness on financial literacy and impacting a greater number of Africans and the world at large.
Past Distinguished Co-Honorees
2020
Carrie Schwab-Pomerantz, Board Chair and President, Charles Schwab Foundation, Senior Vice President, Charles Schwab & Co., Inc. & Board Chair, Schwab Charitable
Representing Financial Services Thought Leadership
Stephan R. Leimberg, CEO of Leimberg and LeClair, Inc.,
Representing News Media Thought Leadership
an estate and financial planning software company and publishing and software company.
Kimberly Yee, Treasurer State of Arizona
Representing Nonprofit Thought Leadership
The Honorable Kimberly Yee serves as the 36th Treasurer of Arizona and as Arizona’s chief banking and investment officer. A longtime advocate of financial literacy.
Elena Zee, President and CEO of the Arizona Council on Economic Education
a 501(C)(3) nonprofit dedicated to improving economic and personal financial literacy in AZ
2018 - 2019
Janette Brown, Ed.D, Assistant Vice Provost, USC Emeriti Center, USC Davis School of Gerontology, University of Southern California.
Representing Financial Services Thought Leadership
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD.
Representing Financial and Legal Services Thought Leadership
Martin “Marty” Shenkman, is an estate planning attorney and Certified Public Accountant
Randy A. Fox, Editor in Chief of Planned Giving Design Center
Representing News Media Thought Leadership
A national website and newsletter for philanthropic advisors.
2017
Representing Academia, Patricia D. White, JD
Andrew is the Pres. & CEO of the Association of Fundraising Professionals (AFP), representing individuals and organizations that raise more than $100 billion in charitable contributions every year around the world for countless causes.
John A. Warnick, JD, CEO & Founder of the Purposeful Planning Institute.
Representing Financial and Legal Services Thought Leadership
Along with his duties as the CEO of PPI, John A. is a practicing estate planning attorney.
Randy A. Fox, Editor in Chief of Planned Giving Design Center
Representing News Media Thought Leadership
A national website and newsletter for philanthropic advisors.
Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners
Representing Nonprofit/Charitable Gift Planning Community Thought Leadership
2016
Representing Academia, Patricia D. White, JD
Andrew is the Pres. & CEO of the Association of Fundraising Professionals (AFP), representing individuals and organizations that raise more than $100 billion in charitable contributions every year around the world for countless causes.
Andrew Watt, FlnstF, Pres. & CEO
Andrew is the Pres. & CEO of the Association of Fundraising Professionals (AFP), representing individuals and organizations that raise more than $100 billion in charitable contributions every year around the world for countless causes.
2015
Andrew Watt, FlnstF, Pres. & CEO
Andrew is the Pres. & CEO of the Association of Fundraising Professionals (AFP), representing individuals and organizations that raise more than $100 billion in charitable contributions every year around the world for countless causes.
Paul G. Schervish, M.Div., Ph.D.
Paul is the Professor of Sociology and Director of the Center on Wealth and Philanthropy at Boston College, 2013 recipient of the Distinguished Career Award from the American Sociological Association’s section on Altruism, Morality & Social Solidarity.
Jim Stovall
Jim is the President of the Emmy Award-winning Narrative Television Network, a highly sought after best-selling author and platform speaker, and philanthropist.
2013 - 2014
Sidney Kess, Esq., JD, LLM, CPA, AEP®
(Distinguished) nationally renowned tax expert / author, educator and lecturer. Recipient of the AICPA’s Gold Medal Award for his contributions to the profession, and selected by CPA Magazine as the “Most Influential Practioner”
Andrea R. Millar, CPA/PFS
Andrea leads the American Institute of Certified Public Accountants (“AICPA”) Personal Financial Planning (“PFP”) Division
Joanna Averett, MBA, CFP®, AIF®, AEP®
Joanna is the Past President of the National Association of Estate Planners & Councils, President of The NAEPC
Jim Stovall
Jim is the President of the Emmy Award-winning Narrative Television Network, a highly sought after best-selling author and platform speaker, and philanthropist.
Paul G. Schervish, M.Div., Ph.D.
Paul is the Professor of Sociology and Director of the Center on Wealth and Philanthropy at Boston College, 2013 recipient of the Distinguished Career Award from the American Sociological Association’s section on Altruism, Morality & Social Solidarity.
Andrew Watt, FlnstF, Pres. & CEO
Andrew is the Pres. & CEO of the Association of Fundraising Professionals (AFP), representing individuals and organizations that raise more than $100 billion in charitable contributions every year around the world for countless causes.
Ken Ruff, Director
Interim CTO, Retired businessman, Technologist & Digital Media Developer
Pierce H. McDowell III, JD, Director
Co-Founder, Co-Chairman and Co-Chief Executive Officer
South Dakota Trust Company, LLC and the South Dakota Planning Company, LLC
Marie Burns, Director
Certified Financial Planner (CFP®), Financial Advocate,
Principal
Mind Money Motion
Paul G. Schervish, M.Div., Ph.D., Director Emeritus
Professor of Sociology and Director of the Center on Wealth and Philanthropy (CWP) Boston College
Valentino Sabuco
Executive Director
The Financial Awareness Foundation
v.sabuco@TheFinancialAwarenessFoundation.org
Office 707.586.8620 | Direct 707.322.1597
959 Golf Course Drive, #273, Rohnert Park, Sonoma County, CA, USA 94928
Skype User Name: Valentino-TFAF
WhatsAPP – +1 707 322 1597
www.thefinancialawarenessfoundation.org
We believe having better personal finance knowledge changes your world and the world around you… FOREVER!
Marie Burns, CFP®
TFAF Board of Director Member
Certified Financial Planner (CFP®), Financial Advocate
Principal
Mind Money Motion
Principal
Focus Point Planning
575 West Chandler Boulevard, Chandler, Arizona 85226, United States
Office: (480) 890-0100 Cell: 602-769-3219
Peter K. Asare Nyarko
Founding TFAF Lead Ambassador in Ghana and Advisory Board Member
Executive Director
Center for Financial Literacy Education – CFLE Africa
CEO
PKAN Capital Consulting
Financial Literacy Advocate| Financial Educator| Entrepreneur| Author
P.O. Box 8412
Accra-North
Ghana, West Africa.
Tel: +233278553887
Promoting and develop financial literacy skills in the average Ghanaian and African
Valentino Sabuco
Executive Director
The Financial Awareness Foundation
v.sabuco@TheFinancialAwarenessFoundation.org
Office 707.586.8620 | Direct 707.322.1597
959 Golf Course Drive, #273, Rohnert Park, Sonoma County, CA, USA 94928
Skype User Name: Valentino-TFAF
WhatsAPP – +1 707 322 1597
www.thefinancialawarenessfoundation.org
We believe having better personal finance knowledge changes your world and the world around you… FOREVER!
Marie Burns, CFP®
TFAF Board of Director Member
Certified Financial Planner (CFP®), Financial Advocate
Principal
Mind Money Motion
Principal
Focus Point Planning
575 West Chandler Boulevard, Chandler, Arizona 85226, United States
Office: (480) 890-0100 Cell: 602-769-3219
Peter K. Asare Nyarko
Founding TFAF Lead Ambassador in Ghana and Advisory Board Member
Executive Director
Center for Financial Literacy Education – CFLE Africa
CEO
PKAN Capital Consulting
Financial Literacy Advocate| Financial Educator| Entrepreneur| Author
P.O. Box 8412
Accra-North
Ghana, West Africa.
Tel: +233278553887
Promoting and develop financial literacy skills in the average Ghanaian and African
Shilpa Gole
TFAF Lead Ambassador in India & TFAF Advisory Board Member
Founder & Financial Coach
Nerdy Bird Financial Wellness
www.nerdybirdfinancialwellness.com
shilpa@nerdybirdfinancialwellness.com
+91 95868 55398