Accredited Asset Management SpecialistSM - AAMS®

AAMS
AAMS® Professional Designation Program
$1,300.00

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 your program at any time and complete your AAMS® designation program.
Students have access to OnDemand classes which provide the flexibility to complete a professional designation program at their own pace based on their busy schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments, recorded video lectures and module quizzes to your final exam.

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 FPQP®, WMSSM 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: 

Students have access to OnDemand classes which provide the flexibility to complete a professional designation program at their own pace based on their busy schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments, recorded video lectures and module quizzes to your final exam.

 

Because this option is self-paced, you can begin the program at any time.  


 


 




 


  • The Asset Management Process
  • Risk, Return, and Investment Performance
  • Asset Allocation and Security Selection
  • Investment Strategies
  • Taxation of Investments
  • Investing for Retirement
  • Deferred Compensation and Other Benefit Plans
  • Insurance Products for Investment Clients
  • Estate Planning for Investment Clients
  • Fiduciary, Ethical, and Regulatory Issues for Advisors


Electronic textbooks are your primary resource for course content. You will receive an electronic VitalSource eBook as part of the package price. eBooks in the ePub format that are compatible with Apple iPad and MOBI/Kindle will also be available on your student dashboard. 
 
Printed textbooks are available as an add-on to your package for $150 plus tax and shipping. 


Module Quizzes, located at the end of each unit in your program, are designed to gauge your comprehension of the material. Students must complete the 30-question quiz for each module (or 20-question quiz if you are pursuing the ADPA® program) before moving to the next module. For questions answered incorrectly, correct answers with detailed rationale are provided to help improve your comprehension.

The Practice Exam is designed to closely replicate the Final Exam experience in terms of the degree of difficulty, timing, format, and topical coverage. This exam can be taken twice and provides unique practice questions that you haven’t seen at this point in your studies. The Practice Exam is a sound indicator of how you will perform on your Final Exam. It allows you to see areas of strength and weakness on your Performance Tracker. 

 

For the AAMS®, APMA®, AWMA® ,CRPC® , CSRIC®  and FPQP®  designations:
To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. Students have an allotted time of 3 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

The grade earned on the Final Exam reflects your overall grade for the designation program.

For the ABFPSM, ADPA®, LUTCF®  and WMSSM  designations:
To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. Students have an allotted time of 2 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

The grade earned on the Final Exam reflects your overall grade for the designation program.

 




 


Course Sessions

For OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.

Frequently Asked Questions about the AAMS® Designation

The AAMS® designation program is ideal for new advisors and advisors with some industry experience who wish to develop a strong fundamental financial knowledge with a specific focus on asset management and investments.
 
  • New financial advisors who desire financial planning credentials to advance their career
  • Experienced producers who are transitioning from product sales into offering a broader range of services
  • High-level platform personnel interested in transitioning into an advisory role
  • Advisors who wish to pursue the CFP® certification at a later date
For all designation programs except LUTCF®
Students in all professional designation programs except LUTCF® have 120 days from the date they are provided online access to complete a designation program (including testing and passing the Final Exam). 
  • Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
  • Students who enroll in OnDemand classes will receive online access immediately after they enroll.
If you need to extend your program, extensions of up to 60 days are available at a fee.  Extensions requests must be received on or before the fourteenth day following the course end date. Fees are non-refundable.

For the LUTCF® program
Students have 180 days from the date they are provided online access to complete a course in the three-course LUTCF® program (including testing and passing the Final Exam). 
  • Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
  • Students who enroll in OnDemand classes will receive online access immediately after they enroll.
If you need to extend your program, extensions of up to 60 days are available at a fee.  Extensions requests must be received on or before the fourteenth day following the course end date. Fees are non-refundable.

 

 

The Final Exam for the AAMS® program contains 80 questions. 

Students have an allotted time of 3 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

A passing score on the Final Exam is a score of 70% or higher. The grade earned on the Final Exam reflects your overall grade for the designation program.

A score of 70% or better is required to pass all professional designation final exams. Students who do not earn a minimum of 70% after the allotted number of final exam attempts will be required to re-enroll in the professional designation course, pursuant to the Professional Designation Re-Enrollment Policy.


After a student successfully completes the academic requirements of the professional designation program, students are notified via email (typically within 48 hours of course completion) to apply for authorization to use the applicable certification marks in accordance with the designation requirements. You can also apply for authorization through home.kaplanlearn.com. Continued use of certification marks is subject to compliance with ongoing renewal requirements.










All AAMS® designation holders are responsible for completing 16 hours of Continuing Education credits every two years.

A $95 renewal fee is also required every two years. Learn more about your renewal options at the link below:

Renew Your Professional Designation

This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. The sample includes 98 graduates who earned the AAMS® designation and answered this question.

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