Mission

The Estate and Wealth Strategies Institute at Michigan State University seeks to be the preeminent Global Policy Institute for the estate and wealth strategies industry through accreditation and research.

Welcome to The Estate and Wealth Strategies Institute at Michigan State University (EWSI). EWSI and its Fellows are dedicated to helping estate, wealth, and charitable planning professionals work together to achieve the highest levels of understanding and competency in planning for clients.

EWSI has accredited a number of virtual, distance, and live courses in estate, wealth, business, and charitable planning. Our Accreditation program has a rigorous Standards of Accreditation. All applicant courses are subject to an Evaluation Protocol and are reviewed by our Fellows and other highly qualified professionals.

EWSI and its affliated Institute for Stewardship and Philanthropy offer designations for estate, wealth, and charitable professionals and certification. We intend to expand our designation program, having worked with financial services organizations to create designation courses for financial advisors.

At this time, EWSI is seeking funding to launch its Think Tank. The funding will be used to develop research protocols and then involve EWSI Fellows in determining the areas and scope of the research. Events will be offered that will show case our Fellows and results of the research.