08/10/2023
Melissa Dailey-Newman Earns Accredited Wealth Management AdvisorSM Designation
HOFFMAN ESTATES - Clearwater Capital Partners is pleased to announce that Melissa Dailey-Newman 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.
"Melissa’s achievement of the AWMA® designation perfectly complements her practical background, further enriching the depth of expertise within our firm. The AWMA® program equips advisors to cater to the distinctive needs of high-net-worth clients, covering essential areas such as behavioral finance, executive benefits, and strategies for business owners including succession/exit planning," said John Chapman. "We are proud of Melissa's dedication to professional growth, and her attainment of this designation stands as a testament to her commitment to providing exceptional service to our valued clients."
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 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 Multi Family Office and comprehensive wealth management services to successful individuals and families. The firm’s Retirement Plan Solutions group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.