PGWTA

The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons who have completed the certifier’s educational course work requirements, with said course work relating to services in the field of financial planning, including generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning areas; and who have successfully completed the associated examinations administered by the certifier, have agreed to adhere to the certifier’s standards for professional responsibility, and have satisfied all continuing education requirements as set forth by the certifier.