This designation is offered by the American Academy of Financial Management. The candidate must:
- complete one approved designation training course
- have a college decree in a finance-related area
- have at least seven years experience in wealth management or high net worth client consulting experience.
To maintain the designation, fifteen hours of continuing education must be completed each year.
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| Tags: american academy, continuing education, designation, finance, financial management, seven years, wealth management, wealth manager | ||
| Posted in Definitions & Designations |
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