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The Society of
Real Wealth Managers™

An International Network of Specialists Who Provide Financial Peace of Mind Through Professional Collaboration

Want to Get Involved?

You may already be aware of the benefits of working in a multi-stakeholder environment with clients and other professionals. Now, formalize your process and your credentials with the RWM™ Designation and connect and collaborate with a vibrant national network of like-minded professionals. Please join us. Simply complete the application form and return it to

Who Should Join?

Benefits of Joining the Society of RWM™

Earn an Important New Credential

  • Become a Real Wealth Manager™ by completing the Designation Program.
  • Undergraduates of the RWM™ Program receive a membership to the Society at no charge.

​Network and Learn with RWM™ Peers

  • Connect and collaborate at exclusive RWM™ events (Meeting of the Minds, speed networking, and DAC RWM™ Receptions).
  • Preferred rates for Knowledge Bureau live and virtual events including CE Summits and DAC.
  • Participate in the Member-to-Member Referral Program

Access Valuable Special Privileges

  • Get listed on the national Society of RWM™ Member Directory.
  • Promote your RWM™ achievements with your member badge for your website and social media
  • The RWM™ Discovery Tools are included with your membership ($795 value)
  • Earn 15 non-verifiable CE/CPD credits (which maintains annual RWM™ Designate accreditation requirements)

Society of RWM™ Resources

Society of Real Wealth Managers™
Member Directory

Connect and collaborate with other like-minded professionals.

In order to be listed in the directory, please complete the member bio form which will be provided once your application to the Society has been approved and processed.

Access the RWM™ Calculators

An annual subscription to the RWM™ Calculators is included with your membership. These 15 highly sophisticated software tools are there to help you model RWM™ solutions (a $795 value).

Become a Society of RWM™ Member for your access to the RWM™ Calculators for FREE!

Educational Options & Membership Renewal

Society of RWM™ Membership Renewal

Renewal and annual membership for RWM™ Designates

  • $195 until February 28
  • $295 after February 28

Membership renewal until December 31, 2021 includes:

  • Continue posting on the national RWM™ Directory
  • Access to the Discovery Toolkit ($795 value)
  • 15 non-verifiable CE/CPD credits
  • Inquire about corporate and branch office memberships

First time members need to complete the application form and return it to

RWM™ Program Enrolment Options

  • RWM™ Undergrads - membership included (expires December 31, 2021)
  • Aspiring RWM™ Undergrads (new entrants) - $1,495
  • MFA™, MFA-P™, DFA-Tax or Bookkeeping Services Specialists - $1,395
  • Groups of 2+ - 10% discount