Coronavirus (COVID-19) Update: Kaplan’s top priorities are the health and safety of employees, students, customers, and the community. If you have individual concerns, please visit our FAQ page ».

Accredited Asset Management SpecialistSM - AAMS®

AAMS Professional Designation Program

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.

Course Sessions

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.

AAMS: Live Online Class (September 14 - November 9, 2020) (Version 21)
September 14 - November 9, 2020
Kathleen Dennis

Frequently Asked Questions about the AAMS® Designation

Offer the AAMS® Program to Your Employees

Kaplan offers enterprise business solutions to keep your most valuable resources working smarter.

Kaplan for Business