The Foundation's strategic initiatives
Create financial literacy for all
Everyone, no matter their socioeconomic status, should be equipped to make thoughtful, strategic decisions when it comes to planning their financial futures. The Foundation will utilize research to develop a standard definition and measurement of financial literacy. The Foundation will also identify opportunities to promote financial equality for all and validate the important role that financial security professionals play.
Attract new talent to the profession
Foundation research will analyze the structural impediments that dissuade young talent from coming into the workforce. In order to provide a solution, The Foundation will first identify the problem. The Foundation will also lead a thoughtful conversation around inclusion and diversity. The financial security profession should be as diverse as the clients it represents, striving for financial security for all.