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REDEFINE How You Lead,
Advise, and Grow Your Practice

The Integrative Wealth Advisor Certification is a first-of-its-kind hybrid mastery and leadership program for financial professionals ready to evolve their practice, redefine wealth, and advise the whole human being beyond their portfolio.

Shift from prioritizing accumulation to alignment, build trust through relational depth, and guide clients through the real, human complexity behind every financial decision.

Powered by the Integrative Wealth Operating System, this program merges identity psychology, behavioral science, and business strategy to help you deliver transformational client outcomes and grow a differentiated, values-aligned practice.

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8-Month
Program

Feb–Sept 2026

3-Day Immersive Retreat - CIVANA 

Feb 10–12, 2026

Hybrid
Delivery

Live Virtual + In-Person

2x/Month Evolution Labs

Fridays | 10:30–12:30 PT

WEALTH MANAGEMENT is EVOLVING 🡒

 

  • AI & AUTOMATION are Commoditizing traditional advice, elevating humanity
    Your value-add is in integration, automating the technical, elevating and supporting the whole human.

  • WELLNESS & Wealth are converging  

    The future advisor understands that emotional regulation and financial literacy are one in the same. 

  • The Definition of wealth is expanding

    Clients are ready to talk about life, values, and vision but most advisory models aren’t built for that depth.

  • Advisors are facing Burnout
    Self-mastery and nervous system optimization are no longer optional. They're the foundation of sustainable leadership.
 
RECEIVE PROGRAM DETAILS

The Integrative Wealth
Advisor Certification

A structured framework that transforms how you lead yourself, serve clients, and grow a purpose-driven practice.

SELF MASTERY

Whole human advising starts with you.

Experience and practice every tool yourself - identity mapping, purpose articulation, relational awareness, emotional processing, mindset mastery, and integrative life design. You’ll learn to shift your own patterns, align your life, and embody the grounded, coherent leadership you’ll later guide clients toward. 

ACTIVATE YOUR METHOD

Turn insight into application.

Define your vision as an advisor, clarify your ideal client, and map the full integrative wealth client transformation journey. You’ll practice the tools in real-world scenarios, learn to navigate resistance and change, and build a client experience that delivers meaningful, measurable transformation.

EXPAND YOUR IMPACT

Communicate, influence, and lead with clarity and heart.

Articulate your message, elevate your brand, and share your work through powerful storytelling and high-impact speaking. Shift from “sales” to service-driven growth, build authentic relationships, and develop the confidence to grow a movement around your unique perspective and value. 


Walk Away With:

↠ A Differentiated, Values-Aligned Practice Model
Clarify your vision, define what you stand for, and articulate the unique transformation your practice delivers.

↠ Your Personal Integrative Wealth Client Journey
Build a complete, start-to-finish client experience map customized to your practice. Includes defined client personas, aligned transformation milestones, and delivery tools to bring depth and connection to every interaction.

↠ The Integrative Wealth Operating System
A repeatable, modular framework that unites authentic delivery and structure. Learn how to facilitate transformative conversations, structure client interactions, and confidently support complex human dynamics.

↠ The IWA Client Toolkit
A ready-to-use set of frameworks, exercises, visuals, and conversation tools to support real-time transformation for clients across the full spectrum of integrative wealth (identity, mindset, life design, and more).

↠ A Renewed Sense of Purpose and Clarity
Reconnect to the deeper “why” behind your work and redefine what meaningful, aligned impact looks like inside your practice.

 

Complete Program Experience

  • 3-Day Immersive Retreat
    February 10-12, 2026 at CIVANA 

    Luxury wellness experience that integrates strategy, mindset, and connection. Step away from the noise to ground, recalibrate, and lead with renewed clarity.
  • 2x Monthly Evolution Labs
    2-Hour Virtual Sessions

    Interactive workshops blending theory and real-world application. Live on Fridays 10:30-12:30 PM PT (recorded for flexibility).

  • Monthly Integration Workshops
    Applied Practice Sessions

    Facilitated small groups to implement and embody the work in real-time.

  • 1:1 Implementation Session
    Kick-Off & Client Journey

    Personal strategy session with an IWA Facilitator to customize and activate your client transformation model.
     
  • Office Hours & Group Coaching
    Monthly Support Touchpoints

    Live drop-ins for nuanced feedback, real-time Q&A, and integration. Held one Friday/month, 10:30–12:30 PM PT

  • 24/7 Membership Portal & App
    Complete Resource Library

    On-demand access to daily practices, client toolkit library, community chat, and all recordings - centralized in one place.


Time Commitment:
6 Hours/Month + Daily Self-Connection Practice

All learning is applied in-session. 75% live attendance required for certification.
Program runs February–September 2026.

 

PROVEN RESULTS. REAL IMPACT.

Hear from past participants who’ve redefined how they lead, live, and grow their practice.

Your Return
on Investment

  • Deepen Client Relationships

    Align financial strategy with clients' values and vision, grounded in relational intelligence.

  • Organic Business Growth

    Attract ideal clients through authentic connections and differentiated service offerings.

  • Market Differentiation

    Create unique client experiences that provide deeper, more fulfilling services than competitors. 

  • Aligned Professional Network

    Connect deeply with purpose-driven professionals and exchange best practices.

  • Expand Your Capacity

    Optimize energy and sustain your ability to lead without burning out. 

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Who This Is For

The IWA Certification is built for experienced professionals who are ready to lead the next era of financial advising whether you're:
  • Leading your own firm and building a differentiated, human-first practice
  • Stepping into a new chapter after years in executive or leadership roles
  • Emerging as a next-generation leader ready to claim your voice and credibility
  • Serving a specialized client base and seeking frameworks that match your depth
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FREQUENTLY ASKED QUESTIONS

Program Structure & Curriculum

Ready to Lead the Next Era of Financial Advice?

Join a curated cohort of professionals committed to building human-first practices, deepening client impact, and growing with alignment.

APPLY NOW FOR 2026 COHORT