CFA Minnesota

Financial Literacy Efforts

Several CFA Minnesota Society members and industry professionals recently launched a financial literacy education program called MNFEI (Minnesota Financial Empowerment Initiative) in partnership with Financial Beginnings, a non-profit organization that teaches individuals how to play an active role in their financial well-being. The group’s mission is to help those in the Minnesota community who seek to improve financial knowledge and economic security and to raise awareness of the importance of financial education for all Minnesotans. MNFEI (pronounced MIN-FAY) provides a platform for passionate volunteers to deliver no-cost, unbiased, and open-sourced financial education programs to those in Minnesota communities and schools, with a special focus on those populations in greatest need.

Target Audience

Underserved communities with the Minnesota region including diverse lower-income communities, immigrants, and underserved populations.

Types of Content

Open Source – formal partnership with Financial Beginnings. Seeking partnerships with other providers (such as BestPrep, Financial Literacy Network, Babson FLI, Next Gen Financial).

Additional Content


Long Term Objective

MNFEI’s objectives are:  Bring high quality financial literacy education to Minnesota community and schools.  Engage many of the local CFA Charterholders, their firms and other interested individuals to volunteer and support MNFEI in various ways.  Focus on helping those in the community with the greatest need for financial education, especially those who are underserved and underrepresented.

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David Slegh –