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Financial Planning & Wealth Management Professional (FPWMP)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Corporate Finance Institute (CFI)
Qualification and Training Requirements
Prerequisites

None

Designation Training Requirements

Online, self-paced training courses

Designation Exam Type

Online, closed-book course assessments

Continuing Education Requirements

None

Verification and Complaints
Online Designation Resource

None

Investor Complaint Process

None

Published List of Disciplined Designees

None