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.