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OneAmerica投资百万美元培养财金素养
  • USA - Traditional Chinese
  • USA - español
  • USA - English


News provided by

OneAmerica

May 22, 2022, 20:24 ET

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推出教育计划以通过财金知识赋能印第安纳州中部的青少年与成年人

印第安纳波利斯2022年5月23日 /美通社/ -- OneAmerica®今天宣布投入100万美元,在印第安纳州中部启动一个独特的定制财金素养教育项目。该项目与美国金融服务学院(American College of Financial Services)合作,将提供实用的金融知识,以建立个人与金融的关系,推动经济赋权,重点是缩小种族贫富差距。

这一创新型项目将在5年期间获得资助,作为最先进的教育和授权体验教授重要的个人理财概念。印第安纳州的这个项目利用美国金融服务学院的电子学习设计和教学理念,并将以该学院最初为传统黑人学院和大学开设的金融健康课程为基础,发展成为更加突出地区性的模式。OneAmerica投资现在将帮助将该项目推广到印第安纳州中部的教育机构和非营利组织。 

OneAmerica、美国学院(The American College)、马丁大学(Martin University)、 常春藤技术社区学院(Ivy Tech Community College)和其包括印第安纳波利斯城市联盟在内的其他非营利组织将开展合作,从2022年8月开始为印第安纳州中部社区提供教育机会。

OneAmerica董事长、总裁兼首席执行官Scott Davison表示:"根据所看到的我们OneAmerica Pathways学生对深入了解个人理财的热情,我们认为这个项目是一个提供重要理财教育资源的机会,可以为经济赋权和财富积累奠定基础。OneAmerica对实现影响及结果有着坚定承诺,我们渴望与当地非营利组织合作以提供一个项目,为印第安纳州中部的财金教育创造一条现成的途径。"

这项以研究为基础的项目由美国学院开发,旨在满足他们的特定需求,提供学习模块以实现自我掌握学习速度和进展,并为培养强有力的财务习惯提供工具和信心。该项目已经通过与马丁大学和常春藤技术社区学院的合作进行定制,并将继续发展,以满足印第安纳州中部居民的特定需求和利益。

美国学院院长兼首席执行官George Nichols III表示:"财务健康是一项个人性事务。学院承诺将以我们在HBCU的项目取得的成功为基础,与致力于在社区中产生影响和取得成果的适当伙伴

开展合作。OneAmerica不仅展示了对批判性思维的执着,更重要的是,这家公司还致力于通过实际应用来启动开创新途径的重要机会。更多的合作伙伴意味着更深层的影响力,以通过财务健康教育和赋能来缩小种族财富差距。这是前景非常光明的下一步举措。"

该项目将向参与者免费提供。   

马丁大学 校长Sean L. Huddleston和玛丽安大学圣约瑟夫学院院长Leon Jackson博士以及其他几个社区组织与Davison和Nichols一起发布了这一公告。

Huddleston表示:"作为一项出色举措,这将能够帮助最值得拥有财富的社区创造世代财富。我们的核心课程设置中有一门‘学生成功'的课程。我们还要确保我们的校友有机会利用这种合作关系和信息。"

Jackson表示:" 圣约瑟夫学院采用"边工作边学习(Earn and Learn)"模式,每名学生都在工作的同时完成其副学士学位的学习。这个项目将作为我们个人财务课程的补充,这是圣约瑟夫学院的必选课程, 也是所有玛丽安大学下属院校的必修课。圣约瑟夫学院采用的这种"边工作边学习"模式 让学生能够赚取工资,因而不必申请学生贷款,这样他们的未来就不会受到学生债务的影响。这种伙伴关系对支持我们的工作大有裨益。"

在地方和全国层面旨在改善贫困社区机会的重要工作中,Davison始终站在最前列。在今天的公告发布之前,美国人寿保险协会(ACLI)于近期对影响力投资(Impact Investing)做出承诺,将其可观的资本资产用于长期债券和投资,以扩大经济适用房建设规模。  OneAmerica的获奖项目"路径计划"(Pathways Program)也即将进入第四个年头,该项目向印第安纳波利斯部分地区的高中生介绍金融服务工作和就业机会。  作为Central Indiana Corporate Partnership(印第安纳州中部合作伙伴组织)董事会成员,Davison还以印第安纳波利斯商业公平(BEI)委员会主席的身份与当地非裔美国人企业和社区组织举行会议,以推动更好的商业成果。

Nichols与Davison合作,为黑人和棕色人种社区提供了更多的机会。在担任学院董事会主席期间,Davison帮助支持了美国学院的多项新举措,包括成立经济赋能中心和发展非洲裔美国金融专业人士大会。 

Nichols在金融服务业始终备受尊敬和推崇,他是一位有着30年从业经验的资深人士,在整个职业生涯中,以及最近在美国学院近期推出的倡议和创新中,他一直是大胆敢言的经济平等倡导者。

###

联系人: Lou Ann Baker 
OneAmerica媒体和公关总监 
317.513.1284 
[email protected]

OneAmerica是OneAmerica旗下公司的营销名称。

关于OneAmerica

OneAmerica是一家拥有140多年历史的保险和金融服务全国提供商,帮助打造和保护客户的金融未来。OneAmerica提供多种产品和服务,以满足投保人和客户的财务需求。这些产品包括退休计划产品和记录保存服务、个人人寿保险、年金、基于资产的长期护理解决方案和员工福利计划产品。产品由OneAmerica旗下公司发行和承销,并通过致力于为我们的客户提供价值的员工、代理、经纪人和其他来源构成的全国网络进行分销。如需了解有关我们的产品、服务和OneAmerica旗下公司的更多信息,请访问oneamerica.com/about-us/companies-of-OneAmerica。

关于美国金融服务学院

美国金融服务学院成立于1927年,是美国最大的金融服务专业非营利教育机构。学院拥有最高水平的学术认证,全美五分之一的财务顾问都出自该校,学校提供两个研究生学位项目,以及知名的财务规划资质认证,包括:Retirement Income Certified Professional®(退休收入认证专业人士,简称:RICP®)、Chartered Life Underwriter®(特许人寿理财师,简称:CLU®)、Wealth Management Certified Professional®(财富管理认证专家,简称:WMCP®)、Chartered Advisor in Philanthropy®(特许慈善事务顾问,简称:CAP®)、Chartered Special Needs Consultant®(特许特别需要顾问,简称:ChSNC®)、Chartered Financial Consultant(特许理财顾问,简称:ChFC®),以及授予Certified Financial Planner™(注册理财规划师,简称CFP®)证书的教学课程。学院的教师中包括金融服务行业多位最重要的思想领袖。 请访问TheAmericanCollege.edu网站,并通过LinkedIn、Facebook、Twitter、Instagram和YouTube与我们联系。 

OneAmerica

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