Structured financial education, ready to hand to a whole cohort.
Self-paced modules and facilitated sessions, with materials and training supplied. Wealth Academy is an educational platform operated by Wealth Academy LLC. It is not investment advice.
Because people don't learn about money the same way.
Self-paced.
Modules a person works through on their own schedule, with progress tracking.
Facilitated.
Live, peer-led workshops running about an hour each.
- A unique six-digit join code and QR code — participants join from their phones.
- Pre-session checklist, and sessions can be linked to a cohort.
- Ready-made deck, moderator guide, and worksheets. No improvising, no sales pitch.
- Live Q&A chat, scoped so only participants from the sponsoring institution can join.
Self-paced reaches people who’d never come to a session. Facilitated reaches people who’d never open an app. Running both is the point.
Every workshop, ready to run.
Ready-to-run, peer-led workshops — each with a moderator guide, slides, worksheets, live Q&A, and QR-code joining. Audience-specific editions meet students where they are.
11 ready-to-run workshops, including audience-specific editions for first-generation students, international students, and student athletes.
Workshop titles are the published names of the workshops themselves. Nothing in a workshop is individual investment advice, and no workshop projects a return or an outcome for a participant.
Three roles, and one join code.
The Peer-Led system separates who joins, who presents, and who administers — so an institution can hand facilitation to its own people without handing over control.
- i.Participant
- Joins a live session from a phone using the six-digit code or the QR, follows along, and asks questions in the chat.
- ii.Facilitator
- Creates and presents live sessions, works through the pre-session checklist, and tracks engagement as the session runs.
- iii.Admin
- Manages the workshop catalog and access codes for the institution, and controls who can facilitate.
A facilitator’s workspace covers live sessions, a workshop builder, the library, participants, engagement, community, analytics, team, and a media kit. Sessions can be linked to a cohort, and participation is scoped to the sponsoring institution.
The topics people are actually facing.
The self-paced track is separate from the workshop library: nine modules organized in four tiers — Foundation, Core, Growth, and Advanced. Each module holds self-paced lessons with a level and a duration label, and ends in a completion certificate. Alongside them sit interactive simulators, including the Budget Crisis Simulator and the Virtual Stock Market, plus challenges, goals, and a resource library.
- Foundation
- Budgeting · Savings · Financial Aid
- Core
- Credit · Loans · Taxes
- Growth
- Insurance · Investing
- Advanced
- Retirement
Each module covers how something works, what the tradeoffs are, and what questions to ask. Modules teach concepts and categories. They do not tell a participant what to do with their own money.
What your team gets.
- 01Facilitator guides, slides, and worksheets, ready to run
- 02Facilitator onboarding and training
- 03Scheduling and session management tooling
- 04Participation and engagement reporting
- 05CRA Hub for bank partners — service-activity tracking, LMI classification by census tract, evidence-labeled figures, and reproducible report exports. See how banks use it
What it's like to actually use.
A participant works through modules at their own pace, with short checks along the way, and can attend the facilitated workshops their institution runs — Money 101 among them, peer-led and about an hour. If they want a plan built around their own situation, that’s a separate decision and a separate product.
See Parity, the advisory platform
See the platform in action.
A guided walkthrough of the learner and facilitator experience is in production.
Education and advice, kept separate on purpose.
Wealth Academy teaches. Parity advises. They’re different products, operated by different entities, under different rules. A participant can use Wealth Academy without ever opening Parity. Nothing in Wealth Academy is individual investment advice.
Hand us the cohort and we'll bring the curriculum.
Tell us who you serve and how you'd want sessions to run, and we'll come back with a delivery plan.