The Financial Advisor’s Role in Promoting Financial Literacy

 Why Financial Literacy Matters The benefits of greater financial literacy confer a number of individual benefits. Individuals with a greater understanding of financial matters are more likely to better weather financial crises, are less susceptible to financial scams and taking undue investment risks, and are more likely to exhibit financially responsible behavior.   Overcoming […]

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    The Financial Advisor’s Role in Promoting Financial Literacy

    The Financial Advisor’s Role in Promoting Financial Literacy

    Why Financial Literacy Matters

    The benefits of greater financial literacy confer a number of individual benefits. Individuals with a greater understanding of financial matters are more likely to better weather financial crises, are less susceptible to financial scams and taking undue investment risks, and are more likely to exhibit financially responsible behavior.

     

    Overcoming Financial Illiteracy

    There is a wide array of public, non-profit and private initiatives whose singular mission is to improve Americans’ financial literacy. It might surprise many financial advisors, but the federal government recently articulated a national strategy for financial literacy in 2020.

     

    In this white paper  “The Financial Advisor’s Role in Promoting Financial Literacy”, we explore the landscape of financial illiteracy, discuss ways to improve Americans’ financial knowledge, and outline the unique and positive role an advisor can play in advancing financial education and social justice for all Americans.

     

    About The Author

     

    Vice President of Marketing Strategy 
    631.439.4630 

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