Chartered Wealth Engineer — ChWE

A Professional Designation Encompassing An Elite Group of Financial Professionals

Limited to Financial Professionals with a Minimum of Ten Years of Dedicated Financial Planning Experience


The Chartered Wealth Engineer Institute

 A Blueprint For Enhancing Your Success

“Real World — No Bull” Strategies & Tactics

 ChWE  Program  Benefits     Rise Above Your Competition. Take The Road Less Traveled.

  Retrofit new financial tooling into your planning practice — elevating your level of value as a wealth solutions provider.” 

  Earn more of your clients business by helping them deal more effectively with their financial life support systemsTM.

  Maintain the “gatekeeper” position you already have with clients or rise to that “gatekeeper” position.

  Help clients avoid the boilerplate solutions offered by other financial advisors and institutions.

  Differentiate yourself from the competition in the affluent & business owner markets through the time- tested wealth engineering processTM.

  Coordinate the planning, marketing and technical knowledge required in today’s financial arena.

  Add new sales, marketing and engineering strategies and tactics to your financial tool box.  

  Deal more effectively with the psychology of motivating affluent individuals to do what is in their best interest.

  Gain the consistency of integrity, competency and professionalism of the wealth engineering processTM.


   A graduate course compacted into three-days of powerful learning within the affluent and business owner markets.


   Twenty-hours of quality continuing education.*


   Tuition includes: Meals and receptions, all course materials as well as one year  memberships to The Financial Engineering Institute.


   Spend quality time with and grow from some of the finest professionals in the financial services industry.