$1,100 member-discount on financial literacy assets to help advisors maintain trusted relationships
Today, the Financial Services Institute (FSI) announced a new partnership with the Centsables, a national, multi-media initiative that promotes financial literacy for children, teens and millennials.
This is the second phase of FSI’s financial literacy initiative, led by FSI’s Marketing, Growth & Development Council, that focuses on education and implementation. Over the past five years, the Council worked on creating and providing FSI members with financial literacy resources to inspire multiple generations on the benefits of financial freedom.
The Centsables program, valued at $1,200, combines entertainment with education to teach the basic concepts of earning, spending and saving money, and the ways it can impact their lives. The program is designed to give children the knowledge and skills they need to make smart financial decisions and sound life choices.
The Centsables program, including proprietary websites, lesson modules and a communications library, is available to FSI members for only $99.
Dale Brown, FSI’s President & CEO, said: “This is an important partnership. The Centsables program will equip FSI members with resources to share with their clients and community to increase financial literacy for multiple generations. FSI members pride themselves on working in the best interest of their clients. Many of them also want to work in the best interest of their communities, and this partnership will help them do just that.”
Mark DiPippa, President & CEO of Centsables and President of DNA Creative, said: “We are excited to partner with FSI and to help advance their mission of supporting member advisors. Our award-winning resources focus on a critical – but virtually unmet – need: giving children, teens and millennials practical money management skills. With turnkey, customized programs, advisors can now immediately establish themselves as financial literacy advocates for their clients and their communities.”
FSI Responds to DOL Publishing Its Retirement Security Rule Proposal
WASHINGTON, D.C. – Today, the U.S. Department of Labor (DOL) published its retirement security rule proposal. This proposal is the […]Read More
FSI Announces 2023 Advocacy Circle of Excellence Honorees and Stephen R. Kareta Excellence in Advocacy Winners
FSI’s Annual Awards Program Recognizes members for Outstanding Advocacy Engagement on Behalf of Independent Financial Services Industry and Main Street […]Read More
FSI Announces New Board Member, Adam Malamed
Sanctuary Wealth’s CEO brings extensive industry experience to Board The Financial Services Institute (FSI) today announced the election of Adam […]Read More