The Accredited Asset Management SpecialistSM, or AAMS® program, is a designation program for financial professionals. The program provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments.
The program is ideal for those looking to build stronger client relationships and provide more comprehensive advice. Students will learn to identify new investment opportunities and recognize insurance, tax, retirement, and estate issues.
At the time you enroll in the AAMS® designation program, you also have the option to enroll in the College’s Financial Advising Accelerator certificate program at a reduced tuition. Before beginning your AAMS® program, the Financial Advising Accelerator certificate program is designed to help you learn the practical skills needed to plan for, develop, and manage your practice and confidently engage with clients.
Begin your program at any time and complete your AAMS® designation program.
Students have access to OnDemand classes which provide the flexibility to complete a professional designation program at their own pace based on their busy schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments, recorded video lectures and module quizzes to your final exam.
The AAMS® designation streamlines the cost and time toward your next credential.
As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the AAMS®, graduates receive exemption from course FP511 in the College’s CFP® certification education program.
Plus, completion of professional designations programs can also help you fulfill continuing education (CE) requirements:
- If you are a CFP® professional, successful completion of the College’s professional designation programs can qualify for CE hours for CFP® certification renewal as follows:
- ADPA® program: 28 hours (live online program); 22.5 hours (ondemand program)
- SE-AWMASM program: 28 hours (live online program); 24 hours (ondemand program)
- All other designation programs (except the FPQP®, WMSSM and LUTCF® programs): 28 hours (either live online or ondemand program)
- If you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.
AAMS® Professional Designation Program
Choose between Live Online classes or OnDemand classes and complete your AAMS® designation.
Students have 120 days from the date they are provided online access to complete the designation program (including testing and passing the Final Exam).
- Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
- Students who enroll in OnDemand classes will receive online access immediately after they enroll.
