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Practice Management > Diversity and Inclusion

Fidelity Launches 3 Programs to Boost Financial Literacy

By Michael S. Fischer

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Fidelity Investments announced this week that it is introducing several initiatives to tap the engagement of about 74,000 of its associates, who want to help make a difference in the communities they serve.

“Improving financial literacy and building lifelong financial skills is the first step to financial mobility — and through financial mobility, we can strengthen financial futures for all and realize positive change for the next generation,” Pamela Everhart, head of the firm’s regional public affairs, inclusion and impact, said in a statement.

The Programs

One of Fidelity’s initiatives is FinEd Champion, an associate engagement program that will offer enhanced financial education training to volunteers, enabling them to make direct student impact in classrooms and in their community.

The program’s resources include talking points, games and online learning modules. Participants will have access to volunteer opportunities in their region, receive professional development and be connected with other FinEd champions.

More than 500 associates enrolled in the first month of recruitment, according to Fidelity.

Fidelity has also rolled out regional pilots where it works with public school systems to offer financial education programming to students, teachers and families by coordinating classroom visits with Fidelity associates to share their expertise.

As part of the initiative — called In-School Learning Opportunities for Students and their Families — Fidelity will also host family nights to provide supplemental educational opportunities to parents, siblings and other household members. And through a collaboration with EVERFI, a learning platform, it will provide virtual financial education curriculums to teachers at 500 U.S. high schools.

Fidelity’s third initiative is called An Associate-Driven Innovation Challenge. The firm will host a shark tank-style event to foster associate-driven ideas to advance and enhance youth financial education offerings for community partners. 

Associates from across Fidelity will come together in teams to leverage their skills and solve a real-life challenge tied to Fidelity’s commitment to financial education for underserved middle and high school students.

Michael S. Fischer

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