About Us
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.
What We Do
Initially, basic financial literacy courses were developed, including the company’s signature Managing Your Finances and Financial Planning Essentials courses. Conducting sessions for business professionals through public forums led to an overwhelming request to provide onsite courses within the workplace.
We create Financial Literacy Workshops specifically designed for people who want simple, jargon-free information. We are committed to providing comprehensive and effective financial education presentations to corporate employees and individuals alike.
Our regional teams intend to continue raising awareness of the importance of financial literacy and its benefits through our Workplace Financial and Personal Financial Literacy Workshop sessions.
Based on the need and demand from employers and member organizations in both the private and public sectors, the Vincita Institute has evolved into a provider of several conflict-free financial education classes currently offered through the workplace. Our classes cover over ten broad course categories:
cash management, asset protection, investment planning, employee benefits, tax planning estate planning, financial management, college funding, portfolio management, retirement, stock investment plans.
In the coming years, the Vincita Institute looks forward to providing greater access to its conflict-free Financial Literacy session by offering all courses directly to the general public, in addition to the workplace.