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PGWTA

Professional Generational Wealth Transfer Advisor (PGWTA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization College for Financial Planning – a Kaplan Company
Qualification and Training Requirements
Prerequisites

None
Designation Training Requirements

Online, self-study course; instructor-led option based on availability
Designation Exam Type

Online, closed-book final exam
Continuing Education Requirements

16 hours every two years
Verification and Complaints
Online Designation Resource

Online at Find a Financial Advisor
Investor Complaint Process

Complete complaint form and send it via mail to the College for Financial Planning, Attn: Ethical Conduct Committee, 9000 E. Nichols Ave, Ste 200, Centennial, CO 80112, or fax to 602-626-2466.
Published List of Disciplined Designees

None

CFIA

Chartered Financial Intelligence Architect (CFIA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization International Council for Derivative Trading (ICFDT)
Qualification and Training Requirements
Prerequisites

Candidates must be employed in investment management, portfolio management, research, trading, risk management, compliance, wealth management, financial technology or a related field.
Designation Training Requirements

Optional, self-study curriculum
Designation Exam Type

Online or in-person, proctored exam
Continuing Education Requirements

20 hours annually
Verification and Complaints
Online Designation Resource

Online at CFIA Charterholder Registry
Investor Complaint Process

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

Online at CFIA Charterholder Registry
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