Level I Training Class Begins March 2025
1-866-593-8020
Generational Wealth Transfer
Training & Tools for Advisors
Are your clients prepared?
Are you prepared for your clients?
The Great Wealth Transfer®
Advisor Training Program with Institute for Preparing Heirs
Get your certificate of completion to become the Most Trusted Family Advisor®
Investment: $1850 USD. The Level I Training program includes:
3 CE Credits
CFP® and Investments & Wealth Institute for CIMO® and CPWA
3 Live Sessions plus tools
Implementation resources for each session, including agendas, guidebooks and client-facing resources
Framed Certificate
We will send you a printed & framed certificate upon completion
Session
Emerging Role of the Trusted Advisor & Changing Expectations of HNW Families
Explore why you need to be prepared to capture a greater share of The Great Wealth Transfer by addressing the evolving needs of HNW families as their most Trusted Family Advisor®.
- Gain new insights into what HNW families value most from their advisors beyond financial planning investment, tax, and estate planning.
- Understand and apply broader definitions of 'family' and 'family wealth'.
- Discover the impact of family dynamics and intergenerational relationships and their effect on successful wealth transitions and a family's legacy.
Session
Becoming The Most Trusted Family Advisor®
Dive into what is needed to elevate and solidify your role as the most Trusted Family Advisor® with actionable insights, tools, and proven practices
- Explore new generational wealth conversation topics and tools that help prepare families for a smooth wealth transfer.
- Discover how to offer value and generational wealth planning as an extension to your traditional financial planning process.
- Learn best practices for leading family discussions that showcase what your professional services include for the entire family.
Session
Building and Keeping a Multigenerational Clientele
Learn how to put your training and tools to work! Take your role as the most Trusted Family Advisor® to the next level by first knowing who each family member is and then by mastering strategies that attract and retain these multigenerational families. This session equips you with a step-by-step Action Plan on how to build deeper connections across generations and differentiate your practice.
- Learn when and how to use practical Generational Wealth Conversation tools to facilitate meaningful discussions about wealth transfer.
- Set yourself apart from competitors by becoming known as the go-to resource for multigenerational families.
- Expand your client base and secure long-term relationships by tailoring how to use the family tools with your HNW client families and prospective HNW families.
Delivered by Industry Experts
Diane K. Doolin
Founding Director
Institute for Preparing Heirs®
Dr. Karen Weisgerber
Faculty
Institute for Preparing Heirs®
Carol Sherman
Managing Director
Institute for Preparing Heirs®
Featured Clients
Our Story
The Next 10 Years & Beyond - Building a Legacy for Advisors & Their Clients
In 2009, our founders saw a gap in the advice and services offered to successful families. They still do.
While the Institute has distinguished itself as the leader in bringing about awareness and solutions to the financial services industry, The Great Wealth Transfer® continues to impact the advisor's ability to retain and grow their businesses. However, we have the solution and we're excited about the future!
True to the founders' vision, we continue to evolve with new training programs, new content, and new family tools. And we're always open to partnerships with firms who want to differentiate themselves as leaders in next generational wealth transfer advice and services.
At the Institute, we believe that with preparation everything is possible.
The Great Wealth Transfer® Wake Up Call
$105 trillion in assets will change hands over the next two decades with $2.5 trillion transfering in 2025 - the largest generational wealth transfer in history.
70% of unprepared families lose control of assets and family unity by the third generation.
80% of children fire their parent's financial advisors after they receive their inheritance.
2/3 of U.S. household wealth will be controlled by women by the end of the decade.
Level I Training Class Begins March 2025
"After 25 years as an advisor, this training has changed my priorities. My client is now the entire family and my focus includes the future success of the children."
Registration
The Great Wealth Transfer®
Advisor Training Program
3 CE Credits
+
3 Sessions
+
Implementation Resources
