Equitable

Since launching in 2022, Equitable’s Columbia University Holistic Financial Coach Credential program has graduated 160 Equitable Advisors financial professionals—a third of them women. The program invites financial professionals to study specific curricula focused on holistic financial planning and coaching clients on fulfilling their life goals and dreams. By equipping its financial professionals with the educational tools to provide holistic life planning for their clients, Equitable is investing in its workforce and their future, which results in stronger client relationships.