Sentinel Wealth Partners

Designations

Learn About Our Letters

Our list of designations nearly doubles the number of team members we have. We didn’t do it for the titles – we did this because we
care about keeping up with this ever-evolving industry and helping you be a good steward of your wealth.

Carl A. Adkins, CFP®, CWS® | Robert S. Castellini, CIMA®, CEPA® | Charles F. Fellows, CFP®
Katie N. Owens, AWMA® | Jay C. E. Weislogel, CFP®

CERTIFIED FINANCIAL PLANNER® Professional 

Given by: 

Certified Financial Planner Board of Standards 

Requirements: 

  • Hundreds of hours of coursework 
  • 10-hour comprehensive exam 
  • 30 hours of continuing education every two years 
  • Prerequisite of three years of experience in financial planning 

Walk Away With: 

Specialized knowledge in retirement planning, estate planning strategies, income taxation, principles of investments, planning for insurance needs, and more

Certified Wealth Strategist®

Given by: 

Cannon Financial Institute

Requirements: 

  • Instructor-led and self-study training
  • Capstone project
  • 10 Mastery exams, one for each module
  • 33 hours of continuing education every two years

Walk Away With: 

Advanced level of training in planning for high-net-worth clients (at least $1 million in liquid assets)

Certified Exit Planning Advisor 

Given by: 

Exit Planning Institute®

Requirements: 

  • In-class program through qualifying university
  • Qualification/certification exams
  • 40 hours of continuing education every three years

Walk Away With: 

Technical and advanced competency in business exit planning

Certified Investment Management Analyst®

Given by:

Investments & Wealth Institute

Requirements:

  • In-class program through qualifying university
  • Qualification/certification exams
  • 40 hours of continuing education every two years

Walk Away With:

Technical and advanced competency in investment consultant and portfolio construction

Accredited Wealth Management Advisor® 

Given by: 

College for Financial Planning

Requirements: 

  • Online coursework
  • Final designation exam
  • 16 hours of continuing education every two years

Walk Away With: 

Ability to address the unique needs of high-net-worth clients, especially in regard to behavioral finance, working with business owners, and succession/exit planning