Code of Ethics




Chartered Wealth Engineers are expected to exhibit the highest standards of honesty and integrity. Accordingly, the services provided require honesty, impartiality and fairness. They must be dedicated to the protection of the financial health, safety and welfare of their clients. In doing so, designees must perform under a standard of professional behavior which requires adherence to the highest principles of ethical conduct.




Chartered Wealth Engineers, in the fulfillment of their professional duties, shall:


               I.      Hold paramount the financial safety, health and welfare of their clients by providing services with integrity.


             II.      Issue financial advice in an objective and truthful manner.


            III.      Perform financial services only in the areas of their competence and seek knowledge and skill in areas of deficiency.


          IV.      Avoid deceptive acts and disclose areas where conflicts of interest exist when providing financial engineering services to their clients.


            V.      Conduct themselves honorably, responsibly, ethically, and lawfully so as to enhance the honor, reputation and usefulness of the Chartered Wealth Engineer designation.


No Chartered Wealth Engineer may render financial advice, in any fashion, to any individual outside of the area of financial expertise for which he or she has been licensed and trained.