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What Is Real Wealth Management™?
The Real Wealth Management Framework:
Take a multi-stakeholder approach to Real Wealth Management: a long-term, multi-generational strategy, designed to keep all stakeholders on the same page under one holistic and unified plan.
The RWM™- Real Wealth Manager™ - orchestrates the client’s unique plan by leading a team of
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.
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™
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.
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 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™ Memberships for 2023
Renewal and annual membership for RWM™ Designates: $295
Membership renewal until December 31, 2023 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, 2022)
- Aspiring RWM™ Undergrads (new entrants) - $1,995
- MFA™, MFA-P™, DFA-Tax or Bookkeeping Services Specialists - $1,895
- Groups of 2+ - 10% discount
