Do you want to feel more confident guiding families through conversations about legacy, identity, and values? Do you want to be the trusted professional who can bridge divides and help clients move from uncertainty to clarity? The 21/64 Certification is for advisors who want to shape meaningful outcomes across generations. It prepares you to navigate moments that matter: conversations about money and meaning, succession and legacy, values and identity. It helps you move beyond transactional work into relational practice – building trust, fostering connection, and guiding families toward lasting impact.
The credential is earned through our Approach Training, an immersive multi-day program (virtual or in-person) that explores the human dimension of work with next generation and multigenerational family enterprises. Attendees learn how to help clients clarify their identities, which in turn informs grantmaking, governance, family engagement, and structures for decision-making.
Benefits of Certification
The Approach Training is our cornerstone program. There, you will learn the core 21/64 toolkit and a framework for client engagement. Completion leads to certification and access to our Learning Community.
Who are Certified Advisors?
21/64 Certified Advisors are trusted professionals who have completed our immersive Approach Training and are fluent in using 21/64’s catalog of tools. These individuals are skilled at guiding families through complex conversations about values, legacy, identity, and decision-making. They represent a network of more than 1,000 advisors across the United States, Canada, Europe, and Australia. Visit our public directory to find Certified Advisors near you.
