You may choose membership with The Heritage Institute (“THI”) at one of three separate levels. Members join at the level that best reflects the way that they would like to work with multi-generational Heritage Planning. Each level is summarized briefly below. For more complete descriptions of each level, please email us.
•THI Member: This membership level is for those who would like to introduce multi-generational Heritage Planning to their clients, but do not desire to participate directly in that process. At this level you are connected to the THI Community. You have access to our comprehensive online training platform and proprietary library of materials, and you receive tuition discounts for our 100 Level courses.
•THI Partner: This membership level makes it possible for you to offer Heritage Planning 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. Any THI Member in good standing may become a THI Partner by investing in additional training and connecting with a qualified Certified Wealth Consultant™ (“CWC”). As a THI Partner you can “co-brand” THI materials in a partnering relationship with a CWC to provide multi-generational planning and fulfill whatever role you are qualified for as part of that process. (You will have access to a Marketing Suite and other materials for that role.) This level allows you to offer multi-generational Heritage Planning as an additional service offering without becoming a CWC yourself.
•Certified Wealth Consultant™: This is our Certification level membership, 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 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.
Member, THI Partner or Certified Wealth Consultant.
One of our member levels will provide the right balance of value and benefit to your business.
Does Membership make sense for you? Click here.
For a more complete description of each of these Membership levels, click here
For an Application to become a THI Member or THI Partner, click here
For an Application to become a Certified Wealth Consultant Candidate, click here
Download more information and applications below
