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Small Business Wealth Advisor (SBWA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Dalton Education, a CeriFi company
Qualification and Training Requirements
Prerequisites

None

Designation Training Requirements

Online, self-study materials 

Designation Exam Type

Online, open-book exam for each training module

Continuing Education Requirements

None

Verification and Complaints
Online Designation Resource

None

Investor Complaint Process

Submit complaints via online support form

Published List of Disciplined Designees

None