Enabling The Architects of Financial Planning...Our Initiatives
By Charles Zhou

 Our Initiatives

Enabling The Architects of Financial Planning
An important goal is to increase the recruitment, retention, and representation of people of color, ethnic minorities and women in the Financial Services Industry. They are the future Architects of Financial Planning. They are the Wealth Builders.

Financial Literacy
Financial education, just like reading and writing, affects the well-being of every individual.  It also affects the economic and social well-being of every community and, ultimately, the overall strength of the nation’s economy.

Auburn Mountain Financial Education Services will improve Financial Literacy in communities with significant minority populations. We feel it is crtically important to empower the disadvantaged and underserved populations of the United States. We do this two ways. First we enable disadvantaged youth and adults to become Financial Services Professionals. Secondly, we help these Financial Services Professionals empower their clients to grow, manage and protect their wealth.

Empower the Enabler… The Architects of Financial Planning
We realize that the majority of grants that are given directly by organizations benefit the consumer. The majority of the financial literacy programs are aimed at the consumer. Very few are targeted to insure qualified professionals are serving the public best interest. This is not the job of the regulators. They regulate…not educate. To be sure, the regulators do have educational program to educate Financial Services Professionals and Financial Services Companies on regulatory issues, procedures and compliance requirements. The regulators are not charged with educating and equipping Financial Services Professionals with the skills sets needed to serve a increasing multi-cultural population.

We have a mission and passion to clean up the food chain by delivering a better informed candidate to the doors of Financial Services Companies. These candidates would populate the management teams and leadership teams of these companies in years to come. Meanwhile, this new blood would grow into the Financial Services forces that are responsible for growing and protecting the wealth of all Americans.

Our services are targeted to multicultural and minority college graduates and the managers who will be hiring them. Also multicultural and minority Financial Services Professionals with several years on the job…attempting to take their practice to the next level and the managers who manage them.

Our goal is to increase the recruitment, retention, and representation of people of color, ethnic minorities and women in the Financial Services Industry. We will do this by:

1. Helping Minorities Compete For Competitive Financial Services Positions
2. Developing Conflict Free English as a Second Language Tools
3. Developing Mentoring Programs That Utilize Existing Technology
4. Enabling Financial Services Professionals to serve the disadvantaged and underserved populations

Get The Details on Our Initiatives

• Financial Literacy
• Mentoring
• ESL Tools
• Students with Disabilities
• Faith Based Initiatives