I. Have a minimum of ten years of relevant work experience.
II. Attend and complete the Chartered Family Wealth Advisor Institute subsequently passing a comprehensive exam.
III. Adhere to the Chartered Family Wealth Advisor Institute Code of Ethics and Standards.
IV. Complete 20 hours of Continuing Education within the disciplines of Family Wealth Engineering every two years.
V. Be duly registered and in good standing with any applicable Self Regulatory Organization*.