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Certified Financial Wellness Educator (CFWE)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Foundation for Financial Wellness
Qualification and Training Requirements
Prerequisites Experience in financial services or a related field
Designation Training Requirements Completion of the Financial Wellness Certified Trainer program
Designation Exam Type Final certification exam (online, non-proctored)
Continuing Education Requirements Four Financial Wellness courses per year
Verification and Complaints
Online Designation Resource None
Investor Complaint Process None
Published List of Disciplined Designees None