Wealth Education Fellow Certification

• Teaching opportunities
  • Affluent Individuals and Family Events
    Community Education Events
    Grateful Client Events
    Client Appreciation Events
  • Thursday Insights
  • California Forums
  • Wealth Advisor Industry Events
  • Business Owner Events
  • Counselor Days for Independent Collaborative Advisors
  • One day of Multi-Disciplinary Team Training
  • Sponsored CE events for professional alliances
  • Practice Developer Programs
• Wealth Advisor Business Growth Consult
  • Wealth Advisor Practice Assessment
  • Wealth Advisor Practice Enhancement
  • The Founders Group Business Consultant Licensee
  • Collaborative Mentor for SCI Wealth Education Instructors
• Website Listing

  Additional Benefits:

  • • Yearly Pracice Assessment
    • Yearly Practice Enhancements
    • The Inspiring Message
    • The Performance Team
    • Monthly newsletter
    • Waived Wealth Advisor Curriculum participation fees
    • Two guest companion passes for each Wealth Advisor Curriculum event
    • Quarterly member only networking parties
    • Wealth Education Fellow website listing
    • SCI “Fellow” certification
    • Regional representation for SCI programming
    • Regional presence on SCI website
    • Educational programming presence on SCI website
    • Company presence on SCI website’s The Resource Place
    • Annual Wealth Education Fellow meetings
      • Marketing
      • Practice coaching
      • Collaborative education and client opportunities

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

  • • Wealth Education Fellows
    • Wealth Education Instructors
    • Education Members

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.