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Diversity & Financial Literacy

The Institute supports the industry's diversity and financial literacy initiatives

The Institute is dedicated to supporting diversity and financial literacy programs through partnerships. The following 501c3 organizations* offer opportunities for Institute members to support or participate in financial literacy and diversity initiatives

Gateway to Leadership Foundation

Administered by the Money Management Institute (MMI), the Gateway to Leadership Foundation supports a variety of programs to foster career awareness and workforce readiness for aspiring minority students seeking internships and entry-level employment opportunities in our industry. The Institute supports the efforts of Gateway to Leadership, and encourages members and firms to support the organization financially, or participate in their programs. For more information, visit their website.

Jump$tart Coalition for Financial Literacy

Jump$tart is a coalition of diverse financial education stakeholders who work together to educate and prepare our nation's youth for life-long financial success. View their website for additional information.

National Endowment for Financial Education

The National Endownment for Financial Education (NEFE) provides financial education and practical information to people at all financial stages. NEFE's mission is based on the concept that financially informed individuals are better able to take control of their circumstances, improve their quality of life, and ensure a more stable future for themselves and their families. Visit their website to learn more.

Foundation for Financial Planning

The Foundation for Financial Planning is dedicated to supporting the delivery of pro bono financial planning by supporting efforts that link volunteer financial planners to people in crisis or need, providing them with free, quality advice to improve their finances and their lives. Visit the Foundation's website for more information.

*Please be advised that to the best of its knowledge, The Investments & Wealth Institute is not affiliated with any of the aforementioned organizations.  The Institute neither endorses nor otherwise provides any representations or warranties with regard to any of the programs and services offered by these other organizations.  By clicking on the hyperlink to any of these organizations, you will be taken to a website other than investmentsandwealth.org.