Your Trusted Advisor
Empowering Leaders | Driving Success | Building Wealth
Enrollment Now Open!
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Small classes are forming now for each track—Foundational, Intermediate, Advanced, and Specialized Workshops. Get personalized attention and practical guidance through our individualized training programs.
Space is limited!
Sign up today and secure your spot on the path to financial empowerment.
Wealth Building & Financial Literacy
Training Academy Curriculum Overview
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Foundational Track: Financial Literacy Essentials
• Understanding Money
• Budgeting and Money Management
• Banking Basics
• Credit and Debt
Intermediate Track: Building and Protecting Wealth
• Investing Fundamentals
• Retirement Planning
• Insurance and Risk Management
• Taxes and Financial Planning
Advanced Track: Generational Wealth and Financial Empowerment
• Real Estate and Property Ownership
• Entrepreneurship and Business Finance
• Estate Planning and Wealth Transfer
• Philanthropy and Purpose-Driven Wealth
Specialized Workshops and Electives
• Financial Literacy for Women
• Youth and Teen Money Management
• Financial Recovery After Crisis
• Navigating Student Loans
• Finance for Gig Workers and Freelancers
• Financial Wellness and Mental Health
• Civic Wealth and Community Investment