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 | Candidates must be active financial services practitioners in advice, planning, investment management, insurance, accounting or related discipline and have at least one year of financial services experience in the past seven years. |
| 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 |
