Charlotte, NC financial planner has taken her practice to a new dimension by joining the ranks of Certified 3 Dimensional Wealth Practitioners.
Locust Valley, NY (PRWEB) November 15, 2006 -- Chia-Li Chien is the latest of a group of financial advisors that have completed a curriculum designed to enhance the advisor as a "total" wealth manager.
3 Dimensional Wealth International provides financial advisors with on-line / on-demand educational curriculum that adds a new level of psychological counseling to the traditional financial education programs that exist today. Courses include a "core course," seven Series 200 level courses entitled, "Counseling Through Life's Transitions" and seven Series 300 courses entitles, "Practice Enhancements." Successful completion of a total of seven courses will lead to the attainment of the professional designation of "Certified 3 Dimensional Wealth Practitioner" - C3DPW®.
Ms. Chien is a registered representative with the Lincoln Financial Group and specializes in exit and philanthropic planning. She has been in practice since 2005 and is committed to providing her clients with more than simply financial advice. "Becoming a C3DWP has given me the tools necessary to be the most significant advisor my clients will ever have. 3 Dimensional Wealth is the future of the profession and I am pleased to be a pioneer" says Chien. You may contact Ms. Chien at Chia-li.Chien @ lfg.com.
To order a copy of "3 Dimensional Wealth: A Radically Sane Approach on Wealth Management," visit www.3DWealthTheBook.org or to get more information about 3 Dimensional Wealth, call 1-877-3D-Wealth or visit www.3DWealth.org.
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