Practice Management Consultants — Wealth Equity Certified Advisor Designation

Background

Practice Management Consultants set out to create a professional designation that would equip advisors to serve clients on wealth equity — a credential with real curriculum, standards and market credibility behind it.

The work

• Consulted on the design of the Wealth Equity Certified Advisor Designation from concept through structure
• Helped define the curriculum scope, advisor competencies and certification standards
• Advised on positioning the designation for adoption across the advisor community

Outcomes

• A structured designation program ready for advisors to pursue
• Clear certification standards that give the credential market credibility
• A launch foundation Practice Management Consultants can build on