Financial Literacy Program — Blue Ocean Legacy W.M.
For over 15 years, the financial industry has remained stagnant and slow at adapting to rapidly changing demographics. The industry also faces the challenge of a shortage of financial advisors as many in the industry are retiring, and the pipeline of new financial advisors is not enough.
Blue Ocean Legacy W.M.’s solution to helping all communities is unconventional in the financial sector. Our ability to create additional opportunities for overlooked talent fuels our education-based platform, commitment to inclusion, relationship approach, and community networking.
We offer a research-based approach to develop an overlooked opportunity to reskilling millennials, women, and minorities group.
Research has shown that taking an active role in one’s financial lives is crucial in gaining clarity and confidence in managing one’s careers, education, and daily life.
It is our goal and vision that everyone, regardless of income level, can obtain and use the financial knowledge to achieve economic well-being. For 2020 we have secured sponsorship for 180 financial literacy courses. These are available on a first-come, first, serve bases. These education courses are mobile and can be brought to specific locations throughout the state of Utah or coordinated at one of our sponsored spaces in Utah County, Davis County, and Salt Lake City County.