Wealth Equity Certified Advisor (WECA)
Designation Essentials | |
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Status | Currently offered and recognized by the issuing organization |
Issuing Organization | The Wealth Equity Certified Advisor Institute |
Qualification and Training Requirements | |
Prerequisites | Candidates must have either a bachelor’s degree or five years of professional experience in the financial services industry. |
Designation Training Requirements | Online, self-paced training courses |
Designation Exam Type | Online, proctored certification exam |
Continuing Education Requirements | 20 hours annually |
Verification and Complaints | |
Online Designation Resource | None |
Investor Complaint Process | Online at Investor Complaint Portal |
Published List of Disciplined Designees | None |