At Edelman Financial Engines, we’re committed to offering career pathways that foster inclusivity. One such program is We Aspire, which gives employees who want to become a financial planner a clear path for professional development and promotion. The program is open to all, with a core mission to expand representation and access to the financial planning industry for historically underrepresented communities.

During the 9-month program, participants receive hands-on training in financial planning, mentorship from seasoned planners and valuable exposure to key planning leaders. Among past We Aspire participants, 61% have received promotions. Many enter the program as client service associates or analysts and move into roles as financial planners – or even planning directors – upon graduation.

Another key goal of the program is to prepare our financial planners to better serve clients with diverse needs – regardless of their own cultural background – with empathy, understanding and client-centered financial guidance. We Aspire puts a strong focus on diverse needs planning by supporting skill-building in inclusive communication, cultural awareness, and empathy.

Through We Aspire, top-performing employees receive the support and resources they need to advance their careers, and gain the understanding needed to build a financial planning industry that is truly welcoming to everyone.