Mon., Sept. 1: In observance of Labor Day, the College for Financial Planning will be closed. Online testing will be available; however, online testing support will not be available.
By clicking an Enroll button on this page, I understand that the College will use email as the primary method of communication with me concerning notification of information about policy changes, my status in the program, etc. I agree and consent to the College for Financial Planning sharing my email address with instructors and other students in my classes for educational purposes. I also understand that it is my responsibility to keep the College informed of changes to my email address, mailing address, and phone numbers.
Furthermore, I have read, understand, and agree to all the policies and procedures stated in the catalog, and on the Web site of the College for Financial Planning, Inc., including but not limited to those relating to admission requirements, fees, sales tax, refund policy, updating of study materials, the Privacy Policy, examinations and testing activity, length of enrollment, and completion requirements.
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If you ARE NOT a graduate of the College for Financial Planning's Accredited Asset Management Specialist, or AAMS, Professional Education Program, use the link above to enroll in the Complete Accredited Wealth Management Advisor Professional Education Program.
Enrollees on track to receive the Accredited Wealth Management Advisor designation will gain advanced, yet practical knowledge about these critical aspects of the financial services industry: asset management, allocation, and selection; investment performance and strategies; and taxation of investment products. The course also includes training in investment for retirement, strategies for small business owners, and the management of deferred compensation plans. In addition, instruction will cover insurance, estate planning, asset protection, and tax reduction issues.
The College for Financial Planning awards the AWMA designation to students who successfully complete the program, pass the final examination, sign a code of ethics commitment, and fill out a declaration form. Students must sign and return the ethics and declaration forms within six months of passing the final exam. Disclosures made on the declaration form are reviewed on a case-by-case basis and, depending on the nature of the disclosure, may impact a student’s eligibility to be awarded the designation. Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards.
All materials are provided in print and online* through your personalized "My Campus" page. Our curriculum is based on a client-centered, problem-solving method that uses case studies to give students a hands-on approach to the material. Also included are thousands of open-ended, multiple choice, and case analysis questions that help you prepare for the national exam and equip you with knowledge that will benefit your clients. As a further advantage, our highly qualified, full-time faculty is available via telephone, e-mail, and fax to support you in your studies.
*Online Mentor Program only
Many of the College's programs and courses qualify for continuing education credit hours, which are required by organizations such as the CFP Board, state boards of accountancy, individual state insurance departments, and the PACE program. The individual sections of each program, and the program itself, can help meet the firm element of the securities industry’s (and therefore, each company’s) CE requirements. Individual state Boards of accountancy establish the CPE requirements for each individual state. If you are a CPA who will be submitting CPE from taking the Colleges courses, you will need to make sure that the courses meet your respected state board requirements and report them to your state board. Please do not submit credits to NASBA. See details in the Continuing Education Table.
“I would recommend this program to anyone who wants to take their practice to the next level in professionalism and income level. Because of my AWMA designation, I am now working with higher net worth individuals, which allows me to offer top notch service to fewer clients while substantially increasing my income.“
Paul C. Ragone, AAMS®, AWMA(SM)US Planning Group, Inc.