Financial Advisor Designations

Designation: AWMA
Designation Full Title: Accredited Wealth Management Advisor
Definition: For those working with High Net Worth Clients to guide them in preserving, growing and transferring wealth.

Issuing Organization: College For Financial Planning
Is the designation still offered: Yes
Is the designation still supported: Yes
What are the prerequisites? None listed
What are the requirements to obtain the designation? Self study and online courses
What type of examination is required to complete the designation process? Proctored and Timed Test
Is there any ongoing continuing education or other requirements to maintain the designation? 16 hours every 2 years
Where can you check if someone has the designation and if it’s current? Designation Search at:
Does the designation have a complaint process and if so, where can it be found? Grievance can be filed with the College for Financial Planning
Is there a published list of disciplined designees and if so, where can it be viewed? Yes.
Who is the accreditation through? Higher Learning Commission
Recommended for: Financial Professionals.
Code of Ethics or Ethics Course? Yes. See: Standards of Conduct at:
Length of Time For Completion: 6-8 weeks