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Wealth Equity Certified Advisor (WECA)

Designation Essentials
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