BSII Executive Education

Chartered Wealth Manager

 

Designation:                    

Chartered Wealth Manager

Issuing Organization:

AAFM/RSOF

 

 

Prerequesites/Experience Required:

Candidate has three or more years of wealth management experience.

Educational Requirements:

Eligible candidates must successfully complete the RSOF / AAFM Executive Certification training course

Examination Type:

Comprehensive

Continuing Education/Experience Requirements:

15 hours per year

Investor Complaint Process:

Online complaint submission

Public Disciplinary Process:

None

Check Professional's Status Online:

Online complaint submission

Business Services International, Inc.* 22 East Church Street * Martinsville, VA 24112

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