Application KOYA - Faith Leads University

Welcome to the KOYA℠ Application Questionnaire! Thank you for your interest in advancing your career and making a meaningful impact in wealth management services. This questionnaire will help us tailor your experience and ensure you get the most out of the program. Let’s get started!

Name *

First

Middle

Last

Please make sure to provide an accurate name that can be used on your certificate.

Email *

How do you identify your gender? *

Phone

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Program Selection *

KOYA: Collaborate and Thrive Essentials for Financial Services

Licensed Financial Services Professional *

Tell us about your license (for example Series 6, Series 7, Series 63, Series 65, Series 66 or equivalent).

Which or ethnicity do you most closely identify with? *

Please specify: *

How many years have you been working in the financial industry? *

Do you have any professional designations? *

Yes, I have
Not yet, but I’m working towards one!
No, this will be my first professional designation.

Check all that apply: *

Please specify: *

Which region of the country do you work in? *

Please specify:

Where should we send your certificate of completion?

Name *

First

Last

Email *

Phone *

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

What is your primary line of business? *

Please specify: *

Can you share a general idea of your annual revenue? *

What securities licenses do you currently hold? *

Please specify: *

Do you hold any of the following insurance licenses? (Check all that apply) *

What’s your main reason for pursuing this certification? *

To advance my career and earn more opportunities
To serve clients in diverse communities more effectively
To fulfill a professional requirement
To gain specialized knowledge in wealth equity
Other:

Please specify: *

What do you hope to learn from this program?

Advanced financial planning strategies
Better ways to connect with diverse client groups
New techniques to build generational wealth for clients
Enhanced cultural competency in financial services
All of the above
Other:

Please specify: *

Would you like to learn about other certifications we offer? *

Yes, please! Tell me about them all.
Maybe. Let me see how this program goes first.
No, I’m focused on this certification for now.

How comfortable are you with the technology used in virtual learning? *

Very comfortable, bring it on!
Somewhat comfortable, I may need occasional guidance.
Not very comfortable, I’d appreciate extra support.

Which best describes your current workplace setup? *

Please specify: *

How often do you work with clients from underserved or diverse communities? *

All the time—it’s a key part of my practice.
Occasionally, depending on the client base.
Rarely or not yet, but I’d like to focus on this more.

Do you have a specific career goal you hope this certification will help you achieve? *

Yes, I want to:
Not sure yet, but I’m eager to see where it leads me.

Are you affiliated with any professional organizations or networks? *

Yes, I’m a member of:
No, not currently.

What kind of support would help you succeed during this program? *

Study guides and prep materials
Peer discussion groups
One-on-one mentorship or coaching
Other:

Please specify: *

How is your certification program being funded? *

My company is sponsoring me.
I’m paying out of pocket.
Other:

Please specify: *

Would you be interested in learning about scholarship opportunities to help with program costs? *

Yes, please share more information about scholarships.
No, I’m not interested in scholarships at this time.

Lastly, how did you hear about the KOYA℠ Professional Development Program? *

Referral from a colleague
Social media
Email newsletter
Other:

Please specify: *

Agreement to Terms and Conditions *

I agree

I certify that all information provided is true and agree to the terms and conditions of FLU.

Welcome to the KOYA℠ Application Questionnaire! Thank you for your interest in advancing your career and making a meaningful impact in wealth management services. This questionnaire will help us tailor your experience and ensure you get the most out of the program. Let’s get started!

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