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 strong fundamental financial knowledge with a specific focus on asset management and investments. 

The program is ideal for those looking to build stronger client relationships and provide more comprehensive advice. Students will learn to identify new investment opportunities and recognize insurance, tax, retirement, and estate issues.

Choose your learning modality and complete your AAMS® designation.  
  • Attend Live Online classes from the comfort of your home! Expert faculty will lead a series of Live Online class sessions, which are then archived to your dashboard for further review or in case you miss a class. 
  • With OnDemand classes, you get the best of both worlds—instructor-led lectures and the ability to view them when it fits into your schedule. 

The AAMS® designation streamlines the cost and time toward your next credential.
As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the AAMS®, graduates receive exemption from course FP511 in the College's CFP® certification education program.


The AAMS® designation package includes: 

Course Sessions

The next Live Online classes will be offered during these dates. If you prefer OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.

Frequently Asked Questions about the AAMS® Designation

Offer the AAMS® Program to Your Employees

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