Skip to main content
Welcome to the new FINRA.org. Learn more about our updates.
Create your own user feedback survey

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)