Associate Fin Application

Please complete all fields as required below. Thanks for your interest!
Personal Information
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First Name*
Last Name*
Date of Birth*
Organization (Financial Services)*
Office Address
Office Address*

Street Address

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Office City*
Office State*
Office Zip code*
Office Phone Number*
Fax Number
E-mail Address*

AFEd code of Conduct Statement
Upon receiving the Associate Financial Educator Certification, I agree to the following Code of Conduct Statement:
- I will embrace honesty and ethical behavior, while always supporting the worth and dignity of the individual learner.
- I understand that I may promote the value of financial education with individuals, offering them the opportunity to receive financial education.
- I agree that I may promote financial education course opportunities as appropriate based on my education and certification.
- I agree that obtaining this certification does not necessarily allow me to identify myself as a financial planner.
- I agree that if any individuals ask for my assistance that I may not offer to sell any products to these individuals which I am not duly licensed to sell.
- I will comply with all rules and regulations of HIFE. I understand that HIFE has the full authority to revoke my Certification if it finds that I have failed to comply with this Code of Conduct.
HIFE Refund Policy

As a non-profit organization, we appreciate your support of our mission!

However, please be aware that the Heartland Institute of Financial Education has a NO-REFUND policy. As such, all sales are FINAL.
HIFE Cancellation Policy

You can cancel the AFEd certification at any time by emailing accounting@hife-usa.org with your cancellation notice. However, please be aware that the certification fee is NON-REFUNDABLE.
By signing this agreement, I signify that I have read, and agree to, the HIFE Refund and Cancellation policies and AFEd Code of Conduct Statement:

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Please complete all fields as required below. Thanks for your interest!