You may choose participation with The Heritage Institute (“THI”) at one of two separate levels. Professionals join at the level that best reflects the way that they would like to work with multi-generational Heritage design. Each level is summarized briefly below.
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•Certified Wealth Consultant™: This is our Certification level, and is for anyone who desires to provide The Heritage Process™ in its
entirety, or who desires to or will partner/collaborate with one or more CWCs to provide Heritage design to their own clients, and to partner and collaborate with other professionals to provide multi-generational heritage design and The Heritage ProcessTM to their clients. The CWC desires to understand the entire process and to be equipped to participate at any level.
• THI Partner: This membership level makes it possible for you to offer Heritage design to your clients via collaboration with a qualified CWC (see below), and/or for anyone who desires to both collaborate and participate in the process, but who does not desire to do it all on their own. As a THI Partner you can “co-brand” THI materials in a partnering relationship with a CWC to provide multi-generational design and fulfill whatever role you are qualified for as part of that process. This level allows you to offer multi-generational Heritage design as an additional service offering without becoming a CWC yourself.
