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Certified Wealth Consultant (CWC)
Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization The Heritage Institute (THI)
Qualification and Training Requirements
Prerequisites None
Designation Training Requirements Candidates must:
  • Complete an introduction to The Heritage Process
  • Attend and successfully complete MAX (Maximizing Your Potential)
  • Attend and successfully complete each of the Advanced Practice Academies
  • Complete personal Guided Discovery and Heritage Statement
  • Complete personal sabbatical
  • Complete the THI Mentoring Program
Designation Exam Type Written and oral exams
Continuing Education Requirements 15 hours each year, attend at least one THI event each year and attend THI annual meeting at least every other year
Verification and Complaints
Online Designation Resource None
Investor Complaint Process None
Published List of Disciplined Designees None