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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 rwmsociety@knowledgebureau.com
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
Society of Real Wealth Managers Exclusive Virtual Speed Networking Event!
May 26, 202
3:30 PM CST
As a member of the Society of Real Wealth Managers, you will have an opportunity to Connect, Contribute and Collaborate with other likeminded RWM™ in a 1-on-1 to help you meet prospective mentors, partners, and clients, while gaining access to the necessary professional contacts and resources outside your financial discipline for use your day-to-day practice to best enable your client’s financial peace of mind.
Current members have been sent an exclusive registration link to join.
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)
- Receive a complimentary subscription to Investment Executive and Advisor’s Edge until December 31, 2022
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 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: $295
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 rwmsociety@knowledgebureau.com
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
