Diversity, Equity, and Inclusion with Origin

We support customers in advancing their goals around DE&I in the workplace, while building an inclusive culture at Origin.

How Origin supports your DEI initiatives


Download this free eBook to learn why financial wellness needs to be part of your DEI strategy

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The Origin Diversity Program

Origin’s mission is to make money simple. It starts with closing the financial literacy gap and having financial planners as diverse as the members we serve. The Origin Diversity Program works to break down these barriers to make financial education accessible to underserved and underrepresented communities, and award scholarships to aspiring CFPs from diverse backgrounds.

Scholarship program

In 2021, the Origin Diversity Program awarded 10 scholarships worth $5,000 each to qualified individuals pursuing their Certified Financial Planner™ professional certification who are from an underrepresented population. In addition, each recipient received 1:1 mentorship from an Origin financial planner.

Financial literacy

We work with college-aged students to deliver financial education in a group and 1-on-1 setting so they can prepare themselves for life after school. Our series includes information about matering money habits, maximizing compensation and benefits, navigating debt, planning for a large purcahse, and investing and retiement planning.