08/11/2021
Juliann Brown Earns Accredited Wealth Management Advisor(SM) Designation
Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Juliann Brown has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.
Candidates for the AWMA® designation must complete a rigorous course of study encompassing wealth strategies, equity-based compensation plans, tax reduction tactics, and asset protection disciplines. The curriculum is developed by the College's highly esteemed faculty with input from the country's top investment and financial firms giving students the benefit of applying their learning to real-world situations and cases. AWMA® candidates must pass a proctored examination that tests their ability to synthesize complex wealth management disciplines and apply theoretical concepts to real-life situations. All designees must attest to the College for Financial Planning’s Standards of Professional Conduct.
“Since joining our firm Juliann has made many significant contributions to our team and earning the AWMA® designation represents a significant professional achievement.” said John Chapman, CEO of Clearwater Capital. “Professional certifications and continuing education are essential if we are to provide our clients with unparalleled service. Juliann’s accomplishment serves to underscore her professionalism along with our firm’s deep commitment to excellence.”
About The College for Financial Planning®
The College for Financial Planning® is a regionally accredited institution of higher education accredited by the Higher Learning Commission and is a member of the North Central Association. Regional accreditation is considered the gold standard for higher education accreditation. All of the College's professional designations are approved for use by the NASAA Model Rule and NAIC Model Rule.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, Independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.