Certified Wealth Consultant (CWC)
Designation Essentials | |
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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:
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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, Complaints and Accreditation | |
Check Designation Status Online | None |
Investor Complaint Process | None |
Published List of Disciplined Designees | None |
Accredited By | None |