Family Wealth Counseling Training

If you seek to expand Kingdom impact in your work, and if you seek to deepen personal fulfillment in your career, the Family Wealth Counseling training can be a strategic stepping-stone in your journey. It may just ignite “Your Fire Within!”

Participants in the Family Wealth Counseling Level 1 & Level 2 Training will Learn to:

Understand the unique stewardship dilemmas wealthy Christians face
Assist your clients in answering the question, “What on earth am I doing with all of this wealth?”
Set yourself apart in an increasingly commoditized marketplace
Find affluent clients and “sell” the unique Family Wealth Counseling process
Conduct a proven “Discovery Retreat” with clients
Understand the most effective planning tools and strategies to maximize clients’ financial and Kingdom impact
Build sophisticated cash flows that form the foundation of the Master Stewardship Plan
Develop and implement integrated Master Stewardship Plans
Conduct effective family meetings
Work through actual case studies
Organize your office to support Family Wealth Counseling as your primary career