Wealth Equity Institute : Elevate Your Financial Services Expertise
The Wealth Equity Institute is a mission-driven organization committed to financial literacy, professional excellence, and bridging the racial wealth gap. By fostering collaboration between advisors and communities, the Institute strives to build lasting economic equity.
Equipps financial advisors, financial planners, and insurance agents with the skills and knowledge required to serve culturally diverse families and communities in the U.S.
KOYA™ Essentials Collaborate and Thrive Essentials for Licensed Financial Advisors
Guide for licensed financial services professionals aiming to grow their practices and develop professionally in today’s highly competitive client acquisition landscape.