Certified Wealth Consultant (CWC)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | The Heritage Institute (THI) |
| Qualification and Educational Requirements | |
| Prerequisites | None |
| Education Requirements | Candidates must:
|
| Examination Type | Written and oral exams |
| Continuing Education Requirements | 15 hours each year, attend at least one THI event each year and attend THI annual meeting at least every other year |
| Verification and Complaints | |
| Check Designation Status Online | None |
| Investor Complaint Process | None |
| Published List of Disciplined Designees | None |