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Wealth Management Lawyers

Certification, Licensing, and Special Requirements

Certification or Licensing

Lawyers must be admitted to the bar of the state where they want to practice. Applicants must graduate from an American Bar Association-approved law school and pass a written examination. The ABA provides an overview of the process at https://www.americanbar.org/groups/legal_education/resources/bar_admissions/basic_overview.

A lawyer who has extensive compliance responsibilities might consider earning the chartered regulatory counsel designation from the Regulatory Compliance Association. Attorneys might also want to earn financial-related certifications such as the certified financial planner credential (which is offered by the CFP Board) and the chartered financial consultant designation (American College of Financial Services).

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