Named for AAAA Foundation founder LeCount R. Davis, R. and his wife Jewel Davis, the Davis Scholarship serves as a significant pillar for our organization’s mission to create pathways for African-American financial planners. The merit-based scholarship is awarded to talented undergraduate students enrolled full-time at a Historically Black College and University CFP Board Registered Program.
Education and development are vital in preparing young financial advisors for their careers. PathPrep is a curriculum designed to teach advisors skill necessary for success in this profession – from both a technical perspective and a personal development perspective.
PathPrep is administered through CampusGroups, a virtual campus that houses lessons, documents, community forums, job boards and more.
This program is coming soon. We’re looking for partners that are passionate about creating pathways for African-Americans in the financial services industry.
Sharpen technical skills through a review of financial planning processes, advanced planning concepts and case analysis.
Develop newfound social skills and learn about emotional intelligence, personal competencies, communication skills and more.
Create and present a recommended financial plan based on case assessment, using the newly developed skillset.
We partner with CFP® programs at Historically Black Colleges and Universities, providing much-needed grant funding to fuel growth. In collaboration with HBCUs, we are also able to provide scholarships to deserving students, faculty endowments, connections to industry partners and mentorship.