CWM Chartered Certified Wealth Manager ®

To become Chartered as a Wealth Manager, you must have an accredited masters degree in Finance or Wealth Management with at least 18 hours of graduate studies  within an accredited Masters or Doctorate Program.

CWM  Certification - Requirements: Eligible candidates must successfully complete at least one of the following:

1. Five or more approved and related courses from an ACBSP  or AACSB accredited business school or AAFM sanctioned program or AAFM Executive Certification  program.

2. Experience: 2 Years of Wealth Management Experience  
3. Continuing Education 
4. Ethics - agree to the ethics requirements of the Society. 

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MFP Master Financial Planner  - ® CHARTER DESIGNATION AND BOARD CERTIFICATION

To become Accredited as a Financial Planner, you must have a  degree in financial planning with at least 18 hours of graduate  studies.

MFP Certification - Requirements:

1. Five or more approved finance courses from an ACBSP  or AACSB accredited business school or AAFM executive program.
2. Experience: 2 Years of financial consulting  experience. 
3. Continuing Education 
4. Ethics - agree to the ethics requirements of the Society. 

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