ChFWA Designation Benefits
• Retrofit new tooling into your Family Wealth practice — elevating your level of value.
• Help clients deal more effectively with their financial life support systems.
• Assists clients in avoiding the boilerplate solutions offered by others.
• Differentiate yourself from the competition.
• Add new Family Wealth engineering strategies and tactics to your tool box.
• Deal more effectively with the psychology of motivating clients to do what is in their best interest.
• Gain the consistency of integrity, competency and professionalism of WealthEngineering.