Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Certified Trust & Estate Wealth Advisor (CTEWA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization WealthCounsel, LLC
Qualification and Training Requirements
Prerequisites

Candidates must:

  • be registered to sell securities, offer investment advice or both;
  • be in good standing with their professional organization's governing body; and
  • be a current member of Advisors Forum by WealthCounsel.
Designation Training Requirements

Training courses available in live webinar and self-study formats
Designation Exam Type

Online, open book final exam
Continuing Education Requirements

12 credit hours every two years
Verification and Complaints
Online Designation Resource

None
Investor Complaint Process

None
Published List of Disciplined Designees

None