Certification

Human Wealth™ Professional Certification

Diagnose What the Balance Sheet Doesn't Show

A 12-week cohort program that trains financial advisors to integrate the Human Wealth™ diagnostic framework into their practice — from the Wellbeing Composition to the five Indexes and transition engineering.

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Outcomes

What You’ll Learn

  • 01

    Master the full 16-element Wellbeing Composition and learn to interpret patterns like the Velvet Rut and Relevance Deprivation, and conversion inefficiency.

  • 02

    Learn to read and apply the Third Act Index, Social Support Index, Change Readiness Index, Caregiver Liability Index and Cost of Thriving Index in real client scenarios.

  • 03

    Gain supervised practice deploying the Wellbeing Radar, Financial Capital Ledger, Time Capital Ledger, and Systems Kanban with actual clients.

  • 04

    Understand the Vitality Gate Rule and when to pause optimization in favor of biological restoration.

  • 05

    Build a competitive differentiator: offer diagnostic depth that no other planning framework provides.

Modules

Curriculum

Module 01

Module 1 — The Ontology Foundation

2 weeks

The four domains (Integration, Resources, Systems, Wellbeing), 16 elements, and the cybernetic feedback architecture. How elements interact and why measurement order matters.

Module 02

Module 2 — Diagnostic Instruments

3 weeks

Hands-on training with the Wellbeing Composition assessment, Financial Capital Ledger (six-bucket model with Buffer auto-calculation), Time Capital Ledger (168-hour allocation), and the Wellbeing Radar.

Module 03

Module 3 — Composite Metrics & Thresholds

3 weeks

the Third Act Index, Social Support Index, Change Readiness Index, Caregiver Liability Index and Cost of Thriving Index (COTI), and the Third Act Index (TAI). Calculation, interpretation, and clinical thresholds.

Module 04

Module 4 — Transition Engineering

2 weeks

The 8 systemic life transitions, element-depletion patterns, intervention sequencing, and the Shadow Liability Index (SLI). Case-based learning with composite client profiles.

Module 05

Module 5 — Supervised Practice & Integration

2 weeks

Conduct 2–3 supervised client engagements using the full diagnostic toolkit. Receive Founder feedback on interpretation, intervention design, and client communication. Final case presentation.

Format

Program Format

Delivery

Virtual cohort — live sessions + asynchronous modules + supervised practice

Duration

12 weeks

Cohort Size

Maximum 15 advisors per cohort

Weekly Commitment

8–10 hours per week

Credentials

What You’ll Receive

  • Human Wealth™ Professional Certification credential

  • Full platform tool access (Wellbeing Radar, Financial Capital Ledger, Time Capital Ledger, Systems Kanban)

  • Ongoing case supervision and peer learning community

  • Client acquisition pathway — referral eligibility from Human Wealth™ Advisory

  • Continuing education credits (CFP/CFA CE application supported)

Prerequisites

Designed for the Right Practitioner

Designed for Financial Advisors & Wealth Planners

  • Active financial planning or wealth advisory practice

  • CFP®, CFA®, or equivalent professional designation (preferred but not required)

  • Minimum 3 years of client-facing advisory experience

  • Commitment to 8–10 hours per week for 12 weeks

Begin

Ready to transform your practice?

Join the next cohort and become a certified Human Wealth™ practitioner.

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