Certified Wealth Management Specialist (CWMS)
|Status||Currently offered and recognized by the issuing organization|
|Qualification and Training Requirements|
Candidates must have:
|Designation Training Requirements||
|Designation Exam Type||
Online or on-site, closed book, proctored final exam
|Continuing Education Requirements||
Three hours annually
|Verification and Complaints|
|Online Designation Resource||
Check qualification status and designation validity by emailing [email protected].
|Investor Complaint Process||
Submit complaints via email to [email protected].
|Published List of Disciplined Designees||