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Our Mission

The Vincita Institute's mission is to provide comprehensive, conflict-free financial education with complete objectivity, absent of any conflicts of interest by the firm, its principals, or its instructors.

The Vincita Institute supporting goals include:

  • Equip learners with the knowledge, skills, and ability to make more informed financial decisions.
  • Provide the very latest impartial financial knowledge that creates confidence within learners to take action immediately in managing all aspects of their personal finances.
  • Provide exceptional, interactive classes in a fun learning environment.
  • Make a genuine difference in the lives of everyone who participates in Vincita Institutelearning events.
Welcome to Vincita
Formed in 2004, The Vincita Institute is a non profit organization that provides comprehensive financial education
with complete objectivity – absent of any conflicts of interest by the firm, its principals, or its instructors.

The professionals of the Vincita Institute have many years of combined experience as educators,
principal investors, financial advisors, and public speakers.
WHY PEOPLE CHOOSE VINCITA

Clients continually site a variety of reasons for offering Vincita Institute's financial literacy courses including:

  • To provide comprehensive financial education with complete objectivity – absent of any conflicts of interest by the firm, its principals, or its instructors.
  • To alleviate company associates from being put in a position of providing investment and/or tax advice.
  • To insulate an organization from potential complaints or lawsuits that could arise from advice and product sales providers.
  • To fulfill their fiduciary duties and responsibilities, including to act in the best interests of plan participants and beneficiaries, to make prudent decisions regarding service providers, to protect plan participants from conflicts of interest, and to provide employees and members with assistance to make informed decisions.
  • To engage employees to help them better understand their benefits and make more informed real-life decisions.
  • To help employees become wiser and healthier consumers as they become more responsible for health care decisions and the dollars they spend for that care.
  • To reduce money anxiety and stress in the workplace.
  • To increase the amount of funds employees set aside in company retirement plans.
  • To show employees they care about their financial well-being.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
our Testimonials

We are Trusted nationwide

Emilia Clarke
A. Susan Witherspoon
"Nicholas' ability to explain things in simple terms made it one of the most useful sessions I’ve ever had with a Financial Education Consultant. I’d recommend that anyone wanting to secure their financial future spend some time with Jennifer."
Emilia Clarke
Mark Thompson
"Simon's presentation was awesome value! I had fun but most importantly Simon showed me a simple, practical solution to one of my biggest issues. I'd recently become aware of a problem I had where my potential for financial growth and success were being restrained. I wasn't sure how to approach it until experiencing Simon's presentation. Breakthrough! I now have a framework and solution to one of my biggest problems, and had a lot of fun in the process. Thanks again Simon!"