8 Benefits of Becoming a Certified Wealth Manger
NEW Wealth Educator Certification
Families Learning Together Build Wealth
Learn the 20 best family practices for managing family wealth that is incorporated into the Generations Empowerment Enterprises Family Legacy Capital Model, Ownership Wealth Capital Model, and Generational Wealth Capital Model. These models include the 8 best family practices based on the research by JP Morgan Private Bank.
Ref 1: Amy Braden and Dennis Jaffe, The Eight Proactive Principles of Wealth Families (New York: JP Morgan, 2003), 80-92.
Ref 3: Kirby Rosplock, Ph.D., The Complete Family Office Handbook: A Guide For Affluent Families And The Advisors Who Serve Them, (Hoboken, New Jersey, Published by John Wiley & Sons, Inc., 2014)
Ref 2. Phillip S. Porter, MBA, Janice M. Porter, EdD, Vanessa N. Patterson, BA, and Vonzella L. Watson, MS, LMFT, The Power In A Vision Driven Family Book & Workbook" (Texas: Published by Generations Empowerment Enterprises, 2019).
Learn financial and wealth literacy strategies
Learn how to create and implement a family vision and the strategies for building wealth for your family and families in the community
Start your own family financial education training and consulting business or add these educational services to your current business
Learn from industry experts on the keys to building wealth
Learn how to build a family championship team
Become a member of the Global Family Success network comprised of like-minded family visionaries
Get direct access to two experienced certified family wealth educators (Phillip S. Porter, MBA, and Dr. Janice M. Porter) to walk with on your journey to success
How to become a Certified Wealth Educator through Generations Empowerment Enterprises, LLC?
Willingness and effort to educate and enlighten your own family and other families and individuals on financial and wealth literacy principles and strategies
Take and pass the 7-part Wealth Educator Certification Series
Subscribe to the Consumer Financial Protection Bureau government website (recommended)
Experience in teaching and training adult and youth learners (preferred)
To become a CWE Trainer
Under the coaching of a CWE, co-teach the 7-part Wealth Educator Certification Course
Annual Continuing Education
Take at least 4 Soft Skills Classes per year from Success Training Institute or equivalent. To learn more go to https://simplysuccess.com/?ref=159
You can contact us at https://www.globalfamilysuccess.com/ or email firstname.lastname@example.org.
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