Governance
The Wealth Architecture™ Standards Council
Quality, Integrity, and Responsible Application
The Standards Council defines and maintains the standards governing how the Wealth Architecture™ Method, curriculum, terminology, credentials, and implementation systems are taught, applied, and represented.
Standards
Institute Standards
- Standard 01
Methodological Integrity
Approved curriculum, terminology, and frameworks must be applied as published, without alteration of meaning.
- Standard 02
Educational Scope
Institute programs are educational. They do not constitute financial, investment, tax, or legal advice.
- Standard 03
Professional Boundaries
Certified practitioners must operate within their qualifications and refer to licensed professionals where required.
- Standard 04
Accurate Representation
No guarantees of financial results may be made in connection with Institute materials or credentials.
- Standard 05
Intellectual Property
Trademarks and curriculum may only be used under an active certification, licensing, or partnership agreement.
- Standard 06
Responsible Technology
Artificial intelligence is used as an implementation aid under human judgment and Institute standards.