Financial advice and financial education, built to be delivered at scale to your entire community
Structured education for everyone you serve, and access to a registered advisory platform for the people who want a plan. Delivered through your channels, reported back in a form you can share.
Request an institutional briefing
The need is not the hard part. Delivery is.
Every institution we talk to already knows its members or students need this. Awareness isn't the constraint. Delivery is: the staff hours, the curriculum nobody owns, the compliance review, and the channels to reach people who never come to a workshop.
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Building curriculum internally means owning it forever.
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One-off workshops reach the people who were already going to show up.
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Anything that touches money advice raises a compliance question your team has to answer.
Member financial wellness, delivered at member scale.
A program your member-experience team can hand to the whole membership, not just the members who already come to workshops.
- Who owns it
- Typically member experience, community impact, or marketing, with credit and compliance consulted.
- What members get
- Structured education on the topics that drive member calls — budgeting, credit, debt, taxes, first-time home decisions — plus optional access to a registered advisory platform if they want an individual plan.
- What you get back
- Participation and engagement reporting, in a format that fits a board packet.
- Diligence path
- Vendor risk, information security, and often a third-party-risk questionnaire. See security & compliance
A community program with a structure you can defend.
Community impact work that comes with documented structure, not a photo op.
- Who owns it
- Community development, CRA and community impact, or retail marketing.
- What customers get
- The same structured education, delivered through your channels.
- What you get back
- Documented program structure, participation reporting, and a clear line between education and advice.
- Diligence path
- Third-party risk management, information security review, and legal review of the agreement. See security & compliance
Built for the CRA officer
CRA documentation, built into the platform.
Wealth Academy includes a CRA Hub for bank partners. It tracks the service activity your employees deliver — hours, participants, dates, partners, and census tracts, in or out of your assessment area — in support of CRA Service Test consideration. Participants are classified by census-tract income level, every figure is labeled by its evidence basis, and unproven figures are withheld from examiner-facing reports. Exports save immutable snapshots, so every number in a report can be reproduced later.
The CRA Hub documents and organizes activity. It does not certify CRA determinations, ratings, or credit — those remain your examiners’ to make. Activities in FFIEC-designated distressed or underserved tracts and declared disaster areas are flagged as recorded matches, not a certified CRA determination, and exam dates are bookkeeping dates, not a certified CRA rating.
See Wealth AcademyWhat you can hand your board
A report you can put in the packet.
Financial education that runs through student life, not around it.
A program that lives where students already are: orientation, student orgs, residence life, and success advising.
- Who owns it
- Student affairs, financial aid, student success, or a business school's outreach arm.
- What students get
- Self-paced modules plus a live workshop system with QR join and in-session Q&A that student organizations can host, with materials and training supplied.
- What you get back
- Participation reporting by cohort, and a program you can point to during accreditation, retention, or student-success reviews.
- Diligence path
- Procurement, IT security review, accessibility review, and student data handling. See security & compliance
Program-ready, so you don't build curriculum.
Your staff and volunteers deliver it. We supply everything they need to deliver it well.
- Who owns it
- Program directors and the people running direct services.
- What participants get
- The same structured education, deliverable by your staff or volunteers with supplied materials.
- What you get back
- Reporting you can put in a grant report.
- Diligence path
- Usually lighter — a program fit review and a data handling review. See security & compliance
What you get, in one list.
The same core package in every segment. What changes is who delivers it, through which channels, and what you report on.
| Item | What it is |
|---|---|
| ItemEducation platform access | What it isSelf-paced modules for your members, students, or participants |
| ItemFacilitation kit | What it isSession guides, worksheets, and slides, supplied ready to run |
| ItemFacilitator training | What it isOnboarding for the people running sessions on your side |
| ItemReporting | What it isParticipation and engagement reporting on an agreed cadence |
| ItemSupport | What it isA named point of contact through launch and after |
| ItemAdvisory platform access | What it isOptional access to Parity, the registered advisory platform, for individuals who want a personal plan |
What you get back
Participation and engagement reporting on an agreed cadence, in a format that fits a board packet or a grant report.
See the Community Impact ReportThe honest answer about your side of the work.
This is the question that decides most institutional programs and the one most vendors avoid. Your side is an executive sponsor, a program owner who coordinates scheduling and comms, and the reviewers your process requires — IT or security, and legal. We scope that against your specifics on the first call.
What we handle instead
Curriculum, materials, facilitator training, platform configuration, and reporting.
How institutional pricing works.
Institutional pricing is set per engagement and depends on the size of the population served, which delivery modes you use, and the reporting you need. Where an institution sponsors access, the individuals served are not billed for it.
Individual Parity subscriptions, if a person chooses one on their own, are priced separately and publicly.
See Parity pricingFor the person reviewing us, not the person championing us.
Advice is delivered by an SEC-registered investment adviser through the Parity platform, under a written compliance program with a designated Chief Compliance Officer and an annual review. Education is delivered by Wealth Academy LLC and is not investment advice. Neither educators nor campus representatives give individual investment advice.
Bring us the specifics and we'll bring you a plan.
Tell us the population, the channels, and the review process you have to run. We'll come back with scope, sequence, and what we need from your team.