In this episode, Luis introduces the BLX Internship Program. Founded by Chloe Moore, CFP®,  Shawn Tydlaska, CFP®, Emlen Miles-Mattingly, and Luis F. Rosa, CFP® EA, the BLX Internship Program’s goal is to provide opportunities for at least 100 aspiring Black and LatinX financial planners to obtain a paid internship with a fee-only financial planning firm in the summer of 2021. We believe this is the way forward for the future of the financial planning profession.

Notes:

In this episode, you’ll learn about the following and more:

• The Inspiration Behind the Idea for the BlatinX Internship Program (BLX)
• What Interns and Participating Firms Can Expect from the Program
• How Internship Candidates and Firms Can Apply
• Our Partnership with the National Association of Personal Financial Advisors (NAPFA)

Resources:

• BLXInternship.org
• National Association of Personal Financial Advisors (NAPFA)
• Shawn Tydlaska – Founder of Ballast Point Financial Planning
• Chloe Moore – Founder of Financial Staples
• Emlen Miles-Mattingly – Founder of Gen Next Wealth
• Luis F. Rosa – Founder of Build a Better Financial Future
• Umbrellas Don’t Make It Rain: Why Studying Hard and Working Hard Isn’t Enough for Black Americans
• The Hidden Links Between Slavery and Wall Street
• “I Just Pray God Will Help Me”: Racial, Ethnic Minorities Reel from Higher COVID-19 Death Rates