Certified Financial Wellness Professional (CFWP)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization |
| Issuing Organization | Foundation for Financial Wellness |
| Qualification and Training Requirements | |
| Prerequisites | Candidates must have five years of experience in financial services or related field. |
| Designation Training Requirements | Online, self-paced or in-person training course |
| Designation Exam Type | Online or in-person open-book course exam |
| Continuing Education Requirements | 10 hours annually |
| Verification and Complaints | |
| Online Designation Resource | None |
| Investor Complaint Process | None |
| Published List of Disciplined Designees | None |
