Professionals

Choose the best way for THP to benefit you and your business.

Become certified to deliver The Heritage ProcessTM yourself, or align with

THI-certified professionals to provide the process on your behalf.

Path 1:

Training & Certification

Path 2:

Align with THI

The Heritage Institute (THI) offers introductory courses, advanced training and certification in The Heritage ProcessTM (THP), as well as ongoing mentoring, coaching and marketing support.

Professionals attend our two-day course, Clients Forever, to get the ‘30,000 foot view,’ and to determine if THI and the process are a fit for them and/or their clients or constituents. Then, they can choose to:

(1) continue training in each of the steps of the process to achieve the Certified Wealth Consultant (CWC) designation, or
(2) align with existing CWC’s to provide heritage planning on their behalf to their clients.

THI courses, including the introductory course, provide concrete strategies, techniques and tools that you can put to work in your own business immediately.

For course descriptions, schedules and details, please visit here. For a personal assessment to see whether THP will fit into your practice, click here.

Professionals who choose not to pursue certification in THP can still provide The Heritage Process to clients for whom the process is a fit by aligning with Heritage CWC’s.

It’s as simple as choosing the Membership path rather than pursuing full Certification. Heritage members receive a number of important benefits, including access to seasoned CWC’s around the nation, and in Brazil and Western Europe.

Members receive special discounts for THI courses, discounts on books, access to the lively and valuable member study groups, the THI Newsletter, and more.

Most importantly, Membership provides access to experienced CWC’s who can open new horizons of opportunity and accomplishment for you and your business.

To learn more about how we work with advisors and their clients, please read The 3rd Element, or call us today.

The Heritage Institute, LLC

7724 SE Aspen Summit Drive, Suite 202, Portland, OR 97266 - (503) 771-2257