WealthGen Advisors Designations

Home
WealthGen Advisors Designations

The WealthGen Advisors team is continually advancing our industry expertise and capabilities. One significant way we achieve this is by pursuing and attaining certifications that place us at the forefront of financial planning innovation.

Certified Financial Planner™

The CERTIFIED FINANCIAL PLANNER™ certification is granted by the Certified Financial Planner Board of Standards, Inc.

To earn the CFP certification, professionals must initially complete CFP Board Registered Coursework, which generally spans 12 to 18 months. This coursework covers eight main knowledge domains: professional conduct, financial planning, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning. As of January 1, 2012, a capstone course requiring candidates to develop a financial plan has been added. However, professionals such as licensed attorneys, certified public accountants, chartered financial analysts, chartered financial consultants, chartered life underwriters, doctors of business administration, and Ph.D. holders in finance, economics, business administration, and financial planning may qualify for “accelerated path qualifying credentials” that allow them to bypass the coursework and directly take the CFP examination. Following the coursework or qualifying for the accelerated path, individuals must pass the CFP exam. To earn certification, candidates must also complete 6,000 hours of professional financial planning experience or 4,000 hours of qualifying apprenticeship experience, pass a background check by the CFP Board, pay an application fee of $150, and an annual certification fee of $355. Every two years, certificants are required to complete 30 hours of continuing education to maintain their CFP status and must adhere to the CFP Board’s Code of Ethics and Standards of Conduct to obtain the designation. Additionally, a bachelor’s degree from an accredited institution is required.

For further details on the certification process, please visit: https://www.cfp.net/get-certified/certification-process

FINRA also offers information about this certification at: https://www.finra.org/investors/professional-designations/cfp

The CFP Board’s Code of Ethics and Standards of Conduct can be accessed here: https://www.cfp.net/-/media/files/cfp-board/standards-and-ethics/cfp-code-and-standards.pdf?la=en&hash=AFC0087B53EDE26B2A478BD84DF7DDA3

The CFP Board holds exclusive authority to determine compliance with the applicable ethical and professional standards. WealthGen Advisors does not participate in or review any materials submitted to the CFP Board regarding this certification.

The Certified Financial Planner Board of Standards, Inc. (CFP Board) owns and authorizes the use of the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States for those who meet its certification requirements.

The terms CERTIFIED FINANCIAL PLANNER™ and CFP® are utilized here solely for informational purposes. WealthGen Advisors is not associated with the Certified Financial Planner Board of Standards, Inc., which has neither endorsed nor reviewed the use of these terms on this webpage. WealthGen Advisors employees use these marks under license from the Certified Financial Planner Board of Standards, Inc., according to the terms of use.

Accredited Investment Fiduciary (AIF®)

The Accredited Investment Fiduciary (AIF®) designation is granted by Fi360, Inc. and the Center for Fiduciary Studies, a division of Fi360.

To achieve the AIF® designation, individuals must complete an online training component typically requiring about 8 to 10 hours, pass the AIF® examination, satisfy experience requirements, adhere to the AIF Code of Ethics, adhere to the AIF Conduct Standards, submit an application, and pay the necessary dues. On average, it takes approximately 22 hours for an individual to complete the training and pass the AIF exam. Experience requirements can be met by having (1) at least two years of relevant experience plus a bachelor’s degree and a professional credential; (2) at least five years of relevant experience and either a bachelor’s degree or a professional credential; or (3) a minimum of two years of relevant experience. For the AIF designation, “relevant experience” refers to work in a non-clerical capacity within the financial services or a related industry. Annually, AIF designees must complete 6 hours of qualifying continuing education, adhere to both the AIF Code of Ethics and the AIF Conduct Standards, and pay the required dues.

For additional details on the AIF designation process, the AIF Code of Ethics, and the AIF Conduct Standards, please visit: https://fi360.zendesk.com/hc/en-us/articles/360012759194-What-it-Means-to-be-an-AIF-Designee

FINRA also offers information about this certification: https://www.finra.org/investors/professional-designations/aif

Fi360, Inc. and the Center for Fiduciary Studies are solely responsible for determining compliance with the designation’s ethical and professional standards. WealthGen Advisors does not engage in this process, nor does it review any materials or information submitted by its employees to Fi360, Inc. and the Center for Fiduciary Studies concerning this certification.

The mark AIF® is owned by Fi360 and is used here solely for informational purposes. WealthGen Advisors is not associated with Fi360. Fi360 has neither endorsed nor reviewed the use of these terms on this webpage, nor has it assessed any descriptions of these marks as presented here. Employees of WealthGen Advisors use this mark with the permission of Fi360, Inc. and the Center for Fiduciary Studies, in line with the relevant terms of use.

Accredited Wealth Management Advisor™ (AWMA®)

The Accredited Wealth Management Advisor designation is owned and granted by the College for Financial Planning®—a Kaplan Company.

To earn the AWMA® designation, individuals must successfully complete a comprehensive course of study that encompasses wealth strategies, equity-based compensation planning, tax reduction, and asset protection planning. Additionally, all candidates are required to pass an end-of-course examination. To retain the AWMA® designation, designees must complete 16 hours of continuing education every two years.

For more details on the AWMA certification process, please visit: https://cffpdesignations.com/Designee/Requirements

FINRA also offers information about this certification at: https://www.finra.org/investors/professional-designations/awma

Members of the College for Financial Planning are obligated to adhere to the College’s Standards of Professional Conduct. These standards can be reviewed at: https://cffpdesignations.com/Designee/Standards

The College for Financial Planning alone is responsible for determining compliance with designation-specific ethical and professional standards. WealthGen Advisors does not participate in this verification process, nor does it evaluate any materials or information its employees submit to the College for Financial Planning regarding this certification.

The terms Accredited Wealth Management Advisor™ (AWMA®) are trademarks of the College for Financial Planning and are used here solely for informational purposes. WealthGen Advisors, LLC is not associated with the College for Financial Planning. The College has neither endorsed nor evaluated the usage of these terms on this webpage, nor has it reviewed or validated any descriptions of these trademarks as presented here. Employees of WealthGen Advisors use these trademarks with authorization from the College for Financial Planning, consistent with established terms of use.

Chartered Retirement Planning Counselor™ (CRPC®)

The Chartered Retirement Planning Counselor designation is owned and issued by the College for Financial Planning®—a Kaplan Company.

To achieve the CRPC® designation, individuals are required to complete an intensive course of study focusing on various aspects of retirement planning, including both pre- and post-retirement needs, asset management, estate planning, and retirement planning processes (modeling and techniques). Furthermore, all candidates must pass an end-of-course examination. To maintain the CRPC® designation, designees must undertake 16 hours of continuing education biennially.

For additional information on the CRPC certification process, please visit: https://cffpdesignations.com/Designee/Requirements

FINRA also offers information about this certification, which can be accessed at: https://www.finra.org/investors/professional-designations/crpc

Members of the College for Financial Planning are obliged to adhere to the College’s Standards of Professional Conduct. These standards are available for review at: https://cffpdesignations.com/Designee/Standards

The responsibility for ensuring that an individual meets the designation’s ethical and professional standards rests solely with the College for Financial Planning. WealthGen Advisors does not engage in this verification process, nor does it evaluate any materials or information its employees submit to the College for Financial Planning concerning this certification.

The terms Chartered Retirement Planning Counselor™ and CRPC® are trademarks of the College for Financial Planning and are utilized here solely for informational purposes. WealthGen Advisors, LLC is not connected with the College for Financial Planning. The College has neither endorsed nor evaluated the use of these terms on this webpage, nor has it reviewed or approved any descriptions of these trademarks as shown here. Employees of WealthGen Advisors use these marks under authorization from the College for Financial Planning, in line with the appropriate terms of use.

Master Planner Advanced Studies™ (MPAS®)

The Master Planner Advanced Studies™ (MPAS®) designation is granted by the College for Financial Planning®—a Kaplan Company.

The MPAS® is a Master of Science degree awarded to individuals who successfully complete the College’s Master of Science degree program with a major in personal financial planning. The program requires students to complete 36 to 43 semester credits focusing on personal financial planning. The coursework is a blend of research-based academic study and practical, real-world case studies. Earning this degree requires the completion of various assignments, research projects, and papers. To maintain the MPAS® designation, designees must complete 40 hours of continuing education every two years.

For more information on the MPAS® certification process, visit: MPAS Certification Requirements

FINRA also offers information about this certification: FINRA MPAS® Information

Members of the College for Financial Planning must adhere to its Standards of Professional Conduct, available for review at Professional Conduct Standards

The College for Financial Planning is a regionally accredited higher education institution that offers a Master of Science (MS) degree in financial planning and two Master of Science in Finance (MSF) degrees. The Colorado Commission on Higher Education has authorized the College to award these degrees. Learn more about the College and its accreditation status at: College for Financial Planning Accreditation

The College for Financial Planning holds the exclusive authority to determine whether an individual meets the ethical and professional standards applicable to its designations. WealthGen Advisors does not engage in this verification process nor review any materials or information submitted by its employees to the College regarding this certification.

The marks Master Planner Advanced Studies™ and MPAS® are owned by the College for Financial Planning and are used here for informational purposes only. WealthGen Advisors, LLC is not affiliated with the College for Financial Planning. The College has neither endorsed nor reviewed the use of these terms on this webpage, nor has it approved any descriptions of these marks as presented. Employees of WealthGen Advisors use these marks under license from the College for Financial Planning, in accordance with the terms of use.