To provide life-long learning and development in financial and investment knowledge in order to contribute to the stability and success of individuals and families in our community

Meet with students at local colleges
Develop online content for consumption by the Atlanta community
Support local financial literacy charities with financing and volunteer hours
Create content that members could use for non student groups

ASFIP has over 1500 members with an average of 20 years industry experience. We have about 50 members who are contributing time and money for the Foundation. We have contributed $25,000 to various charities in our first two years. We have accumulated over $100,000 in resources to help fund future initiatives. We have built out resources on LinkedIn, Twitter and YouTube to assist the community.

Increased usage of our website and social media will indicate an interest in our message and materials. Attendance at our college events will expose us to more potential beneficiaries.
Increased support from members will allow for wider distribution of our resources.
Higher percentages of participation in retirement savings, and emergency funds among the community.

We have gotten the resources in place to impact 3 local colleges (i.e. Kennesaw State, Georgia State, Clark Atlanta). We have had fundraising success as industry participants agree that there is a great need. There are a core group of members who are committed for long term (3-5 years). Community realizes that we may be a good resource to provide this education.

We have not gotten a high enough level of participation (i.e. 10-20%). We need to get more marketing in place for our sessions to be in higher demand. We could use support from institutions and government.