The Impact of Culture in Financial Planning

MGMT 704.1

Discover Louis Barajas' journey from running a successful wealth management business to reconnecting with his culture to give back and impact his childhood neighborhood.

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What you can learn.

Examine how cultural biases and superstitions can prevent people from achieving financial success
Understand how to help overcome cultural barriers
Discuss the importance of training others in underserved communities in the field of financial planning

About this course:

Louis Barajas, MBA, EA, CFP®, AIF® Wealth & Business Manager is an advocate for underserved communities. Hear about his journey from running a successful wealth management business to having to relearn how to connect with his culture so that he could give back and have an impact in the neighborhood he was raised. He is now giving back both with his financial advise and by creating a program to train others in underserved communities in the financial planning field.

Empower your future.

Want to learn more? We offer a comprehensive curriculum that prepares you for a future as a certified financial advisor as well as courses and programs that help you learn about planning your own finances. You'll gain knowledge that can be applied immediately to the workplace, taught by instructors who are industry experts and bring real-world experience to each course.

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