Three (3) years minimum experience in wealth management AND completion of ONE of the following wealth management training programs, all within the last seven (7) years:
- ABA Certificates for Wealth Management & Trust AND CTFA Exam Online Prep
- ABA Wealth and Trust Schools
- Campbell University's Trust & Investment Management Degree*
- Cannon Financial Institute Trust Schools (Level I, II and III)*
- Florida Trust and Wealth Management Schools (Junior and Senior level)* earned through Florida Bankers Association and completion of the ABA CTFA Exam Online Prep.
- University of Delaware's Trust Management Minor* (when coupled with a Finance or Financial Planning major)
*This is not an endorsement of the program or its sponsor.