Candidates must meet both of the following prerequisites:

• 1) one of the following:
  • qualifying accredited degree in the relevant area of expertise from an ACBSP-, AACSB-, ABA- or CHEA-recognized program;
  • completion of GAFM-approved accredited training program; or
  • CPA, accounting license, law license, MBA, MS, PhD, DBA or JD from an accredited school or organization; and
• 2) three years of related work experience.

None

None

15 hours annually

Online at Certification Lookup

Via email or phone. See Membership Complaint – Status and Designations.

No

Candidates must meet both of the following prerequisites:

• 1) one of the following:
  • qualifying accredited degree in the relevant area of expertise from an ACBSP-, AACSB-, ABA- or CHEA-recognized program;
  • completion of GAFM-approved accredited training program; or
  • CPA, accounting license, law license, MBA, MS, PhD, DBA or JD from an accredited school or organization; and
• 2) three years of related work experience.

None

None

15 hours annually

Online at Certification Lookup

Via email or phone. See Membership Complaint – Status and Designations.

None

Candidates must have:

• 3 years minimum experience in wealth management and completion of an approved wealth management training program, all within the last 7 years;
• 5 years minimum experience in wealth management within the last 7 years and a bachelor's degree; or
• 10 or more years of experience in wealth management, with at least 5 of the 10 years occurring within the last 7 years

Completion of an approved wealth management training program if having less than 5 years of wealth management experience

Multiple-choice, proctored exam, available online and at test sites

45 credits every 3 years

None

None

None

None

Online self-study course

Online, closed-book exam

15 hours every 2 years

Online at Finding a CETF Professional

Contact The ETF Institute via email, phone (877-625-7279) or online submission.

None