FINLITFUTURE$ BRINGS THE BEST FINANCIAL LITERACY PROGRAMS IN THE FINANCIAL SERVICES INDUSTRY, COMMUNITY PROGRAMS & NON-PROFIT INITIATIVES TOGETHER.
FinLitFiture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). The Council has a specific purpose; to support efforts of all Americans to achieve financial independence. Beginning with the ultimate goal in mind, we believe that the way to fuel the financial knowledge of America's future leaders is by advancing financial eduction for its youth. FinLitFuture$ is fiercely dedicated to supporting, organization, and inspiring the collective volunteer and advocacy efforts of financial advisors, service providers, asset managers, and retirement industry associates who share a commitment to advancing financial education in schools and community programs.
Studies have shown that Americans do not have adequate financial literacy or confidence. Rallying to this cause, key stakeholders in the Retirement Industry came together and responded with an approach. Now you can access the right program or programs that for your practice, community, school or faith-based organization.
Scan this QR code to track your FinLitFuture$ activity and to request CE credits for AIF, AIFA, CkP, ARPC, ARPS!
Our Mission
- To enable our next generation’s future leaders, business owners, and workers to achieve financial freedom and security.
- To accelerate the advancement of organized youth financial education in our local communities.
Our Vision
We envision a future where everyone has the knowledge, confidence, and opportunity to achieve financial independence and security.
Our Values
The FinLitFuture$ collaborative initiative believes that we can promote improved financial wellbeing and retirement security for future generations through youth financial education volunteer and advocacy efforts.
- We serve our communities.
- We are financial security stewards.
- We will be intentional.
- We will leverage our expertise, influence, advocacy voice as well as our collective collaborative community to influence positive change.
Programs and Resources
RAC Vetted Financial Literacy Programs
Recommended for those who have direct access to volunteer opportunities in their communities.
The RAC reviewed nationally recognized financial literacy programs and identified these as outstanding offerings. We reviewed curriculum, topics, and approach. These resources are available in English and Spanish. They are available at no cost.
Non-Profit Partner Resources
Specifically curated for volunteers who are looking to find opportunities in their communities.
These organizations have content, tools, and resources to support your financial literacy program goals.
RAC Member Resources
Specifically curated for those who have direct access to volunteer opportunities in their communities.
FinLitFuture$ intends to support, organize, and inspire the power of the collective volunteer and advocacy efforts of financial advisors, providers, fund companies, and associated affiliation groups in the Retirement Industry with a commitment to advancing youth financial education in their communities.
Interested in Other Strategies to Identify or Develop Local Volunteer Opportunities? Here are a few ideas. It’s all about going local. Reach out to your local Boys & Girls Club, YMCA, YWCA. Or contact your local Board of Education. The PTA, Chamber of Commerce, Rotary Clubs or even United Way and Habitat for Humanity might be good resources as well. Or, click on Contact Us and connect with a Retirement Advisor Council member!
The Retirement Advisor Council
The RAC organized the FinLitFuture$ initiative as to support, organize, and inspire the power of the collective volunteer and advocacy efforts of financial advisors, providers, fund companies, and associated affiliation groups in the Retirement Industry who share a commitment to advancing youth financial education in schools and community programs.
The Council advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment firms and asset managers, and defined contribution plan service providers.
The Council accomplishes this mission by its focus on:
- Identification of duties, responsibilities and attributes of the professional retirement plan advisor.
- Sharing our professional standards with plan sponsors who are responsible for the success of their plans.
- Providing collective thought capital to decision makers, product providers, legislators and the public.
- Giving voice to the retirement plan advisor community.
- Tools to evaluate advisors, ensuring the quality of services needed for successful retirement outcomes.
