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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 have the ability to test out of two (of seven) courses in our CFP® certification education program.


Review our Policies and Procedures for more details. 

Course Sessions

OnDemand courses are always available, and the next optional live courses will be offered during these dates. You can enroll and begin at any time using OnDemand, prerecorded course lectures.

Session Days: Tue/Thur
Session Time: 6:00-7:00 pm ET
Start Date: November 26, 2019
End Date: January 21, 2019

Session Days: Tue/Thur
Session Time: 7:30-8:30 pm ET
Start Date: February 4, 2020
End Date: March 26, 2020

Frequently Asked Questions about the AAMS® Designation


Is this designation right for you?


How does the AAMS® Program work?

Offer the AAMS® Program to Your Employees

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