Announcing the launch of the Origin Diversity Program
Financial wellness should be accessible to everyone: irrespective of their background, income, net worth, or unique circumstances. At Origin, we’ve made that our mission. We want to grant everyone a path toward a brighter financial future.In our quest to build a community of financial planners on Origin’s platform, we’ve come across a number of sobering statistics related to the diversity of voices in the industry.
At Origin, our mission of achieving financial planning for every employee, everywhere can only be attained with a community of professionals as vibrant as the clients they serve. Today, after months of planning, we are thrilled to officially launch the Origin Diversity Program with two key programs, our Financial Education Initiative and Financial Scholars Fund.Our initiative will:
We’re proud that through the Origin Diversity Program’s Financial Education Initiative, Origin financial planners will provide digital financial literacy courses to high school students from low-income and underserved communities. The courses will cover the practical steps of managing personal finances. We’re tackling the root of the problem, which enables us to support students along their financial literacy journey at an impressionable age.
Origin will solve an immediate need by paving the way for diverse populations to make a career in financial planning. Through the Origin Diversity Program’s Financial Scholars Fund, Origin has committed to cover the cost of the CFP® professional exam, training materials, and classes to support the advancement of underrepresented professionals in financial planning, awarding 10 grants valued at $50,000 in this inaugural year. Additionally, grantees will have access to Origin’s diverse financial planner network for mentorship and development.
Note:The 2021 application is now closed. Awardees will be announced in Fall 2021.