Due to higher than normal call volumes you may experience longer wait times when contacting us and we appreciate your patience. View the best times to call and other ways to contact us.

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.

Begin the program at any time with OnDemand classes. You'll have:

  • Access to pre-recorded, instructor-led class lectures that guide you through key concepts in the curriculum.
  • Freedom to view the lectures based on your schedule. You can start, stop and rewind as you need to.

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.

Plus, completion of professional designations programs can also help you fulfill continuing education (CE) requirements:
  • If you are a CFP® professional, all designation programs (except the WMS® and LUTCF® programs) fulfill 28 hours of CE as part of your CFP® certification renewal.
  • If you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.


The AAMS® designation package includes: 

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