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Certified Wealth Management Specialist (CWMS)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Interfima
Qualification and Training Requirements
Prerequisites

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.
Designation Training Requirements
  • 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
Designation Exam Type

Online or on-site, closed book, proctored final exam
Continuing Education Requirements

Three hours annually
Verification and Complaints
Online Designation Resource

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

Submit complaints via email to [email protected].
Published List of Disciplined Designees

None