Introducing the Financial Operating SystemTM by the Foundation for Financial Wellness

Take your practice to the next level by becoming a Certified Financial Wellness ProfessionalTM

APPLY TODAY
SCHEDULE A CALL

Take charge of your financial life

Read our insights into transforming your financial life.
LEARN MORE

Discover all that’s below the tip of the iceberg

It’s often challenging to help clients create lasting financial well-being. No matter how much great advice you give, there’s often a deeper struggle at play that prevents clients from reaching their long-term financial and life goals. In fact, most financial services really only impact the tip of the iceberg when it comes truly transforming people’s financial well-being.

That’s why we’ve created the Financial Operating System™ (FOS™) — a proven financial wellness model that reveals what’s below the tip of that iceberg and unlocks your ability to better support your clients on their financial journeys.

Ready to learn how? Become a Certified Financial Wellness Professional™ today.

SCHEDULE A CALL
Become a Certified Financial Wellness Professional™

Take your practice to the next level

The CFWP™ certification does more than add more letters after your name — it transforms your ability to best serve your clients and stand out in a noisy marketplace. 

Our in-depth training program and certification exam, can be completed at your own pace online. Or, for a more hands-on experience, visit us at the FFW Home Office in Denver, CO. Whether you choose to learn online or in person, this training is guaranteed to transform your practice. 

What does the CFWPTM provide you?

The Foundation for Financial Wellness is an advocate for the financial industry and the financial professionals looking to up their game. Whether improving your craft, complementing your other qualifications, or adding financial wellness to your growth efforts, earning CFWPTM certification sets you apart from the competition.

WHAT’S INCLUDED

  • Association Membership
  • CFWPTM Designation
  • Affiliate Agreement
  • Go-to-Market Playbook
  • Video Courses
  • Custom Trainings
  • Tools and Workbooks
  • Keynote Presentations
  • Webinar Presentations
  • Slide Decks
  • Live Recordings
  • Sample Teaching Modules
  • Access to our Team and Community
  • Troubleshooting and Support

How the CFWP™ Program works

Application

  • Background check
  • Online application form
  • 1:1 Interview
  • Invitation to participate in the CFWP™ program

Training

  • 8-part training course
  • Online self-paced course OR live trainings
  • Become an expert in the Financial Operating System™

Certification

  • Mastery-level exam
  • Industry-leading certification 
  • Annual continuing education units (CEUs)

Financial Wellness Membership

  • Access to FFW’s Financial Wellness Portal
  • Access to worksheets, interactive video courses, slide decks, and more
  • Personalized program support from FFW’s experts
  • Community of fellow professionals
  • Invitations to guest speaker events

What the CFWP™ does for you

Grow your skill set

  • Become an expert in affecting behavioral change
  • Certify your skills as the Gold Standard in financial wellness
  • Grow your professional coaching and speaking skills

GROW YOUR INFLUENCE

  • Stand out in a noisy marketplace
  • Cultivate an identity as a thought- leader in the financial wellness space
  • Consistently get invited as an expert keynote speaker 

GROW YOUR BUSINESS

  • Create a fuller and healthier pipeline
  • Increase client satisfaction
  • Increase client referrals
  • Leverage the Financial Operating System™
  • License FFW’s vetted financial wellness resources
SCHEDULE A CALL

What our members say about the CFWPTM

My life has significantly improved since I’ve met Brent…

“As a private wealth advisor, I’ve known Brent for quite a long time. We actually were in the same office together back in the late nineties as young financial advisors, and then went separate paths and we actually ran into each other again after the trauma he endured back in 2008. Watching him create The Foundation from the pile of ashes that he describes has been incredible. I mean, the guy has so many ideas. I can’t tell you how amazed I’ve been in high stakes meetings, how many ideas, solutions, and opportunities he will generate. His energy is always on, always high. He’s very positive and you want to be around people like that. It’s being around someone who keeps raising the bar that’s going to help anybody get better, and I’ve been the benefactor of that. My life has significantly improved since I’ve met Brent.”
CHAD W.
Private Wealth Advisor, CFP®

A system that has changed things dramatically for me and my practice…

“Before finding The Foundation, I knew that there was something missing that I needed to take my business to that next level. The things that The Foundation and Brent were talking about were so different from any other organizations that I’ve come across over the past 30+ years in the business. What I’ve been able to do, taking the tools they’ve provided me, and not only how to use them, but where to use them, and when to use them, that really has provided me with a system to follow that has changed things dramatically for me and my practice.”
DAVID S.
Investment Advisor Representative

I am proud to hold the designation of CFWP…

“As a professional who had built a practice through financial education and public speaking, I was fortunate to be introduced to FFW and their leadership team. In a world where we are bombarded with constant solicitation, the idea of a non-profit organization offering non-solicitous, behavior-based programs is quite refreshing. I am proud to hold the designation of CFWP.  Having a passion to teach coupled with an organization like FFW creates a powerful tool that feeds a personal practice unlike any other program I’ve experienced.”
DAN T.
Financial Planner

Transform your practice today with the CFWPTM 


Enroll in the certification.

Become a Certified Financial Wellness Professional™

$2,500

Alternative payment options: two monthly payments of $1,350

Includes

  • Association Membership
  • CFWPTM Designation
  • Affiliate Agreement
  • Go-to-Market Playbook
  • Video Courses
  • Custom Trainings
  • Tools and Workbooks
  • Keynote Presentations
  • Webinar Presentations
  • Slide Decks
  • Live Recordings
  • Sample Teaching Modules
  • Access to our Team and Community
  • Troubleshooting and Support
APPLY NOW




Don’t wait to start changing lives

In comparison to other investments in your business, not to mention the opportunity costs that come with indecision, we hope the decision to earn your CFWP™ is a no-brainer!

Why wait when you can start changing lives today — starting with your own. 

SCHEDULE A CALL

Meet our Founder, Brent Hines

Brent Hines is an international speaker, financial wellbeing expert, and Founder and Executive Director of the non-profit Foundation for Financial Wellness. With over 24 years of unwavering dedication to the finance industry, he has emerged as a trailblazer, advocating for improved financial literacy and empowerment.

LEARN MORE