The unique financial challenges that sports and entertainment professionals possess over the course of their careers are the very reasons why they need a financial advisor who is qualified to address those issues. From a sudden wealth event to multiple income streams to an unknown career span, these individuals have added complexities in their financial lives and goals.
The Sports & Entertainment Accredited Wealth Management AdvisorSM, or SE-AWMASM, designation program provides advisors with the specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. Your skills, augmented with knowledge gained from this program, will help you analyze and evaluate different planning strategies, including qualitative planning, trusts, investments, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning.
Choose your learning modality and complete the SE-AWMASM designation program.
- Live Online Classes
Our Live Online classes are best if you prefer a structured schedule of instructor-led classes to help you stay on track to program completion. Experience the advantages of active learning only possible in a live learning community, enabling you to apply your new skills more quickly into your client interactions:- Interactive infographics
- Activities using whiteboards
- In-class polls as part of knowledge checks
- Additional handouts to reinforce learning
- Real-time access to instructors to ask questions or get clarification on challenging concepts
Because this option is structured pace, classes begin at certain times of the year.
- OnDemand Classes
Our OnDemand classes are best if you want the flexibility to complete your professional designation program at your own pace based on your schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments and recorded video lectures to module quizzes and your final exam.
Because this option is self-paced, you can begin the program at any time.
The SE-AWMASM designation streamlines the cost and time toward your next credential.
As you advance in your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the SE-AWMASM program, graduates earn direct credit for:
- Course FP513 in the College’s CFP® certification education program; or
- One elective course in the College’s Master of Science Degree in Personal Financial Planning.
Plus, completion of professional designation programs through the College 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.
Have you already earned the Accredited Wealth Management AdvisorSM designation through the College?
If so, you only need to complete the Sports & Entertainment (SE) Supplemental Education for the AWMA® Program (one-course module for $350) to earn your SE-AWMASM designation. Call an Enrollment Specialist at 800-237-9990 Option 2, to place an order for the add-on to your AWMA®
SE-AWMASM Professional Designation Package
Choose between Live Online classes or OnDemand classes and complete your SE-AWMASM 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.
