Wealth Training Academy | The Wealth Training Academy

Privacy Policy

Privacy & Confidentiality Policy, Updated 8/16/23

The Wealth Training Academy, LLC, like all providers of personal financial advice, is required by law to
inform you of our policies regarding privacy and client information. We are bound by professional standards of
confidentiality that are even more stringent than those required by law. Federal law gives the customer the right
to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and
protect your personal information.

Types of Nonpublic Personal Information We Collect

We collect non-public personal information about you that is provided to us by you or obtained with your
authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking
Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or
Information. We collect and use this information to provide you with responses to your requests, services that
you have engaged us for, and management of your accounts. When you are no longer our customer, we may
continue to share your information only as described in this notice.

Parties to Whom We Disclose Information

For future, current, and former clients, we do not disclose any non-public personal information obtained
during our practice except as required or permitted by law. Permitted disclosures include, for instance, providing
information to our employees and, in limited situations, to unrelated third parties who need to know that
information to assist us in providing services to you. We may refer this information to a financial service, tax
professional, or attorney where such referral is thought to be in your interest.

These are the reasons we might share your information:
– For everyday business purposes, such as to process your transactions, maintain your account(s), or respond
to court orders and legal investigations;
– For our business affiliates’ everyday business purposes;
– To offer our and our affiliates’ products and services to you.

If you are a new customer, we may begin sharing your information on the day you sign our agreement.
When you are no longer our customer, we may continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.

Confidentiality and Security

We restrict access to non-public personal information to those professionals necessary to helping you
achieve your goals, and we maintain physical, electronic, and procedural safeguards to guard your non-public
information. These measures meet or exceed those required by Federal law.

Federal Law Gives You the Right to Opt Out

Federal law allows you the right to limit sharing of your nonpublic personal information by “opting-out”
of the following:
– Sharing information about your creditworthiness;
– Sharing information with affiliates or non-affiliates for marketing.

We’re required to notify you of this right to limit sharing. If you have any questions or would like to
exercise this right to limit sharing, please contact us. Your privacy is a matter of professional pride for us, and
crucial to providing the quality financial service you deserve.