Professional advisors who earn the Certified Wealth Confidant™ designation have acquired the skills and tools necessary to address key issues at the intersection of life and money with clients. The recipient has learned the 4 Keys to Performance, practiced communicating with purpose and whole-hearted listening, developed coaching skills, improved their ability to facilitate conversations with couples, and defined Living Fully™ for themselves so they can lead others.

• Type Certification
• Time Hours
• Cost Paid