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Weekend of June 21st Customers will be unable to purchase from the website. However testing will still be available.

ACCREDITED WEALTH MANAGEMENT ADVISOR (SM) PROFESSIONAL EDUCATION PROGRAM
ENROLL NOW
ELITE PACKAGE
COMPLETE PACKAGE
BASIC PLUS PACKAGE
CHALLENGER PACKAGE (AAMS GRADUATES ONLY)
GENERAL INFORMATION
PROGRAM MATERIALS
EXAMINATION
CONTINUING EDUCATION CREDIT
TOPICS
ENROLL NOW
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Accredited Wealth Management Advisor (SM)
Professional Designation Program
Nonrefundable Enrollment
Fee
Tuition
Study
Guides
Online
Course
Multiple Choice
Workbook
 
Financial
Calculator
Package
Total
Package
Price
 
Total Package Price Includes
Elite Package
$160
$1,014
Complete Package
$160
 
$939
Basic Plus Package
$160
 
 
$919
Challenger Package (AAMS Grads only)
$160
 
 
$390

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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ELITE PACKAGE

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.

COMPLETE PACKAGE

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.

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BASIC PLUS PACKAGE

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 Basic Accredited Wealth Management Advisor Professional Education Program.

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CHALLENGER PACKAGE (AAMS GRADUATES ONLY)

If you are a graduate of the College for Financial Planning's Accredited Asset Management Specialist, or AAMS, Professional Education Program, send an e-mail or call the Enrollment Center at 800-237-9990, option 3. You cannot enroll in the AWMA program until your status as an AAMS graduate is verified.

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GENERAL INFORMATION

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 complete the program, pass the final examination, and sign a code of ethics commitment and declaration form. Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards.

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PROGRAM MATERIALS
All materials are provided in print and online at www.cffp.edu. A full-function financial calculator (similar to the HP-10B or 10BII) is recommended for this course.

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EXAMINATION
Students are eligible to take the final exam 24 hours after enrollment. The exam is a multiple-choice exam, offered electronically, permitting you to test at your convenience.

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CONTINUING EDUCATION CREDIT

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.

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TOPICS
  • The Asset Management Process
  • Investors, Policy & Change
  • Risk, Return & Investment Performance
  • Asset Allocation & Selection
  • Investment Strategies
  • Taxation of Investment Products
  • Investment Opportunities for an Individual's Retirement
  • Investment Considerations for Small-Business Owners
  • Deferred Compensation & Other Benefit Plans for Key Executives
  • Insurance Products for Investment Clients
  • Estate Planning for Investment Clients
  • Regulatory & Ethical Issues for the Investment Professional
  • Risk Management & Investment Issues for High Net Worth Clients
  • Income Tax & Executive Benefits Planning for High Net Worth Clients
  • Estate Planning for High Net Worth Clients

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“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.

 

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CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.