Personal Finance Employee Education Fund

PFEEF’s mission is to provide support to organizations and their employees as they attend to and take charge of their financial well-being. Organizations that provide financial education to their employees show results that include improvement in workplace productivity, employee morale, and loyalty while reducing absenteeism, turnover, workplace distractions and stress.

The book, The Business of Personal Finance: How to Improve Financial Wellness by Joseph Calandro, Jr. and John Hoffmire, The Employee Survey and Personal Financial Wellness Scale™ and additional PFEEF Resources are tools that empower employees to learn more about personal finance and become better managers of their own financial well-being,  That, in turn, helps organizations create a more productive, healthy, and profitable workforce.

The Business of Personal Finance: How to Improve Financial Wellness

by Joseph Calandro Jr. and John Hoffmire

Available May 16, 2022 

Book Description

Employee Survey: The Personal Financial Wellness Scale™ is an eight item survey, which is a reliable measurement of perceived financial distress/financial well-being.

Fill out the Service Request Form to use the Employee Survey and the PFW Scale™ at your business or organization
Sample Employee Survey

Promoting Financial Wellness for all Employers and Employees

PFEEF was established in 2006 by Dr. E. Thomas Garman. The organization advocates best practices in workplace financial programs to increase employee well-being and employer profits.