The Family Wealth Education Institute mission is to benefit the public by providing advanced financial education to consumer families and to the financial advisors who serve them. It endeavors to set the standard of excellence for competent, ethical, and accurate integrated wealth education. Its mission is intended to foster social welfare, family security and comfort, and to reduce associated government burdens.

Most of the content is offered free, though tuition may be charged for some courses, curricula or materials, such as for continuing education (CE) to financial advisors, accountants and tax professionals, and legal professionals.