Programs & Courses

Certified Wealth Advisor

Diploma

Enhance your skills as a Certified Wealth Advisor, then master retirement planning as a MFA-Investment and Retirement Services Specialist™. Three courses leading to an MFA designation as a MFA-Investment and Retirement Services Specialist™.

Earn Your Diploma (Select 3 courses):

Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.


Optional Courses:

Courses above may be substituted by one or more courses listed below. 6 completed courses are required to earn a designation.