AU Wealth Clinic: Free Personal Financial Planning Services for AU Personnel

The Department of Finance and Risk Management, Martin de Tours School of Management and Economics (MSME), Assumption University, proudly introduces the AU Wealth Clinic Program. This initiative offers free consultation services via Zoom to AU personnel, provided by a Certified Financial Planner (CFP®).

The AU Wealth Clinic aims to empower university personnel with the knowledge and tools necessary to manage their personal finances effectively. Services include guidance on savings, investments, retirement planning, insurance, and overall financial well-being.

By supporting financial literacy and personal financial stability, this program reflects AU’s commitment to enhancing the quality of life for its community.

Relevant SDGs:

  • SDG 1: No Poverty – helping individuals prevent financial vulnerability and reduce poverty risks
  • SDG 3: Good Health and Well-being – promoting overall well-being through financial security
  • SDG 4: Quality Education – providing access to financial knowledge and literacy
  • SDG 8: Decent Work and Economic Growth – fostering financial stability and resilience in the workplace
  • SDG 10: Reduced Inequalities – offering equal access to financial planning services for all AU personnel

The AU Wealth Clinic is a step forward in promoting sustainable financial well-being within the Assumption University community.

The 17 Goals