Accredited Wealth Management Advisor (AWMA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization College for Financial Planning
Qualification and Educational Requirements
Prerequisites None
Education Requirements AWMA Course Topics
Examination Type Final designation exam (online, closed-book, proctored)
Continuing Education Requirements 16 hours every two years
Verification, Complaints and Accreditation
Check Designation Status Online Online at The Financial Designation Resource
Investor Complaint Process Complaint Form online at Standards of Professional Conduct, click on Complaints Against a Designee. Completed form must be faxed or mailed to CFFP.
Published List of Disciplined Designees Online at Standards of Professional Conduct, Disciplinary Actions
Accredited By Issuing Organization (College for Financial Planning) is accredited by U.S Department of Education Regional Accredited Agencies, The Higher Learning Commission (HLC)