Accredited Asset Management SpecialistSM - AAMS®
The Accredited Asset Management SpecialistSM, or AAMS® program, is a designation program for financial professionals. The program provides advisors with a strong fundamental financial knowledge with a specific focus on asset management and investments.
The program is ideal for new advisors, as well as those looking to build stronger client relationships and provide more comprehensive advice. Students will learn to identify new investment opportunities and also to recognize insurance, tax, retirement, and estate issues.
Upon graduation, AAMS® designees receive credit for the completion of FP511 in our CFP® certification education program.
Review our Policies and Procedures for more details.
OnDemand courses are always available, and the next optional live online courses will be offered during these dates. You can enroll and begin at any time using OnDemand, prerecorded course lectures.