Certified Wealth Consultant (CWC)

Designation Essentials
Status	Currently offered and recognized by the issuing organization.
Issuing Organization	The Heritage Institute (THI)
Qualification and Educational Requirements
Prerequisites	None
Education 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
Examination 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, Complaints and Accreditation
Check Designation Status Online	None
Investor Complaint Process	None
Published List of Disciplined Designees	None
Accredited By	None