Candidates must have:

• three years of experience in the financial services industry or
• an undergraduate or graduate degree in finance, economics, business or law from an accredited university, college or school.

• 50 hours of self-study and project assignments plus 10 hours of one-on-one online sessions or
• 60 hours of on-site, in-class study related to wealth management, financial and estate planning topics

Online or on-site, closed book, proctored final exam

Three hours annually

Check qualification status and designation validity by emailing [email protected].

Submit complaints via email to [email protected].

None