Open to all Professionals & Non-Profits
Mastering your market begins with building deeper, more meaningful relationships with your existing clients, and then continues with enrolling your existing clients’ families and new “A” clients. You have probably heard about the importance of better client relationships from many different sources and experts. This series will teach you how to build, maintain and grow those relationships.
Click here to learn about Mastering Your Market training.
Training Schedule
We offer courses every quarter (typically in February, June, September and November). We also offer our 100 level courses “in-house” (we come to you based on your schedule, rather than you traveling to our Academies). We recently rolled out a “flex schedule” option in which we will match your available dates with others in the community, and offer courses on those dates. The tuition for “in-house” and “flex schedule” courses are determined for each individual course (depending on location and number of participants) and may be higher than normal tuition. And, tuition for “in-house” and “flex schedule” courses are not included in the Certified Wealth Consultant membership fees.
More About our Training
Heritage Institute courses provide concrete strategies, techniques and tools that you can put to work in your own business immediately. They are based upon original research and real-world application, and they have been refined and proven through interactions with clients, advisors, non-profits and institutions across two decades.
Our instructors have extensive experience in the private and /or non-profit sectors, and are national leaders in their fields. Past course attendees tell us that the course material and concepts were unlike any they had ever seen, and that their opportunities for meaningful participation were the best they have ever experienced.
Open to Certified Wealth Consultants and Certified Wealth Consultant Candidates
These are our Certification level courses. They are for anyone who desires to provide The Heritage Process™ in its entirety, or who desire to or will partner/collaborate with one or more CWCs to provide Heritage Planning to their own clients, and to partner and collaborate with other professionals to provide multi-generational heritage planning and The Heritage Process™ to their clients. The CWC desires to understand the entire process and to be equipped to participate at any level.
Click here to learn about THI Certification training.
