One year after the Private Wealth Management Association (PWMA) launched its Enhanced Competency Framework (ECF) for industry practitioners, more than 1,500 seasoned individuals have applied for an exemption through a grandfathering route in the past eight months. Individuals with at least 10 years’ relevant client-facing experience on or before December 31, 2014 are qualified for the grandfathering applications. Thus far,…

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