01
Online Course
Structured self-paced financial education covering essential personal finance principles from money management and saving to debt, investing principles and long-term planning.
Explore Online LearningPrograms
One financial journey. Multiple ways to learn.
The Wealth Formula combines practical financial education with flexible delivery formats so individuals, families and organizations can choose the learning experience that best fits their needs.
Choose Your Format
Financial education designed around how people actually learn.
Whether you prefer independent learning, personal guidance, group participation or a larger community experience, the core goal remains the same: stronger financial knowledge, habits and decision-making.
02
Personal Coaching
Individual financial education, structured goal-setting and accountability for people who want more personal support as they improve their financial habits.
Explore Coaching03
Group & Organizational Training
Interactive financial education for companies, SACCOs, churches, universities, professional groups, families and communities.
Explore Training04
Annual Wealth Forum
A flagship learning and networking experience bringing people together around practical financial education, long-term wealth creation and shared learning.
Discover The ForumThe Method
Seven stages. One connected financial journey.
The Wealth Formula recognizes that sustainable financial progress depends on more than a single skill. The framework connects mindset, money management, resilience, saving, investing education, long-term growth, retirement preparation and legacy.
THINK
Mindset, beliefs, habits and financial goals
CONTROL
Budgeting, cash flow and spending management
PROTECT
Emergency savings, responsible debt and resilience
BUILD
Saving, investment education and asset accumulation
GROW
Income development, assets and net worth
PREPARE
Retirement planning and financial independence
LEGACY
Family planning, wealth transfer and generational impact
Who We Serve
Built for different stages of financial life.
The Wealth Formula is designed for people who want a more intentional approach to money — whether they are beginning their careers, raising families, building businesses, leading organizations or preparing for retirement.
Young professionalsEmployeesEntrepreneurs & business ownersCouples & familiesChurches & community groupsSACCOs & professional associationsCorporatesUniversitiesPeople preparing for retirement
Not sure which program is right for you?
Start with a conversation about your learning goals and the type of support that would be most useful.