Our Partners

 

We are proud to work alongside our amazing partners, from colleges and universities to nationally recognized advisory networks. We work together for a common goal: to create pathways in financial planning for African-Americans and other communities of color.

 

Academic Partners

We partner with CFP Programs at Historically Black Colleges and Universities to help garner interest in pursuing careers in financial services; provide much-needed education grants; connect students with mentors, internships and career opportunities; and much more.

If you are an HBCU with a CFP Curriculum, we’d love to partner with you.

Connect with Us

 
 
 

HBCU Partner Programs

Each of our partnering HBCUs have CFP Board-Registered Programs.
 
 

Delaware State University

Clark Atlanta University

North Carolina A&T University

Prairie View A&M University

 

Ally PFP Programs

Ally PFP Programs are non-HBCU CFP Board-Registered Programs with significant and measurable diverse demographics.
 
 

Winthrop University

 

Corporate Partners

We partner with CFP Programs at Historically Black Colleges and Universities to help garner interest in pursuing careers in financial services; provide much-needed education grants; connect students with mentors, internships and career opportunities; and much more.

Our corporate partnerships are mutually beneficial relationships that provide funding for our PathPrep program, educational grants to HBCU CFP programs, scholarships for deserving students and more. Our corporate partners are connected to a growing network of talented African-American financial planning professionals and are committed to creating pathways in our industry.

Corporate partners are included in national press efforts, can teach a skill development module as part of our PathPrep program, participate in networking events and can serve as a judge for our Financial Planning case competition.

Become a Corporate Partner

 
 
 

Laureate Partners

$250,000 to $1 Million

Become a Laureate Partner

 
 

Carson Group

 

Program Partners

$50,000-$250,000

Become a Program Partner

 
 
 

Curriculum Partners

Up to $50,000

Become a Curriculum Partner

 
 

Homrich Berg

 

Individual Partners

We love our individual sponsors, who are all passionate about creating pathways for African-Americans in financial planning. You can make an individual gift on our donation page. If you’d like assistance with more advanced giving opportunities, like giving through your estate plan, we are happy to accommodate however necessary.

Make a Donation