Pre-requisites and Qualifications

  • Industry credential and/or expert (for example: CFP, CPA, Esq., or CLU)
  • Previous teaching experience within wealth planning industry
  • 5 years of wealth planning experience
  • Completion and concept implementation of the team teaching course – The Facilitation Experience
  • Completion of Wealth Advisor Practice Assessment
  • Application and approval by Wealth Education Fellows Board
  • Annual re-application and approval by board

Certification and Benefits

  • Monthly newsletter
  • 50% off Wealth Advisor Curriculum participation fees
  • Quarterly member only networking parties
  • Wealth Education Instructor website listing
  • SCI “Wealth Education Instructor” certification
  • Wealth Advisor Education Events teaching opportunities
  • Speakers Bureau speaking opportunities

Engagement fee $2500 for first year and $1200 for subsequent years

Feel free to browse all the different Members who are a part of the Southern California Institute.

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.