Training
Led by industry-leading faculty, the Institute provides professional development on the full range of topics relevant to families of wealth. Flexible formats, including synchronous and asynchronous learning, let participants engage in a way that fits their firm’s needs, budget, and schedule.
Explore Our Training ProgramsProgram Option 1
Open Enrollment Programs For Members
Individuals and firms may attend periodically scheduled member training sessions targeting key segments of The Ten Domains of Family Wealth™ and associated advisor skills.
Synchronous online and in-person sessions available.
Program Option 2
The Ten Domains of Family Wealth™ Elearning Platform
Self-study modules exploring the Ten Domains of Family Wealth™ integrated with the new Assessment-Implementation-Monitoring Framework (AIM Framework), offering advisors an opportunity to enhance their skills tailored to their needs.
Program Option 3
Customized Advisor Training
Customized advisor training designed to strengthen a firm’s ability to serve UHNW clients. Grounded in the Institute’s Ten Domains of Family Wealth™ and Integrated Wealth Management solutions, the fully remote, three-level program combines orientation, deep dives into selected domains, and a skills-focused workshop—equipping advisors to enhance client relationships, apply cross-domain insights, and build practical expertise in key areas.