Solution introduction

CHIP Professionals believe in the importance of... financial education, independence, and legacy

Our goal is to bridge the gap between the public and financial professionals of color through visibility, education, and easy access. CHIP Pros understand that they have a duty to their clients first, while also upholding the laws and regulations of the regulatory bodies that govern the financial industry.

CHIP Professionals believe in the importance of... financial education, independence, and legacy. 

Our goal is to bridge the gap between the public and financial professionals of color through visibility, education, and easy access. CHIP Pros understand that they have a duty to their clients first, while also upholding the laws and regulations of the regulatory bodies that govern the financial industry.

When admitted, you will receive:

  • ​Your welcome letter
  • Profile on our directory site
  • Your CHIP Pro padge
  • Access to our virtual community
  • Cross branding and promotion opportunities
  • Access to exclusive discounts
  • Professional community 
  • Resource partners and media opportunities 
  • Career opportunities

Who should apply...independent financial advisors:

  • Other financial professional designation holders
  • Certified financial planner
  • Accredited financial coaches
  • Estate
  • Attorneys
  • Tax | Accounting | Bookkeeping professionals
  • Insurance
  • Professionals
  • Registered financial advisors
  • Registered investment advisors

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.