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This designation is designed for advisors who have at least three years experience in wealth management. In order to be considered for the CWM, the candidate must first either complete undergraduate or graduate studies in finance, tax, accounting, law or obtain a CPA, MBA, Masters of Science (MS) from an accredited university OR complete at least 5 hours of AAFM- approved courses. An examination must also be passed, and the candidate must also sign a code of ethics agreement. Fifteen hours of continued education has to be completed each year.
American Academy of Financial Management (AAFM)