The Wealth Equity Certified Financial Advisor™ Institute: Transform Your Practice, Transform Communities.
Guided by a deep commitment to equity, the Wealth Equity Institute aims to elevate professional standards and address the urgent need to bridge the racial wealth gap. By cultivating collaborative relationships between advisors and the communities they serve, the Institute works to build a foundation for shared economic progress that lasts.
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℠ 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.