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Top 5 Benefits of Earning the AAMS® Designation

Learn how you can become an asset-management expert and improve your career with the AAMS® designation.

The AAMS® designation is recognized as the industry-benchmark for asset management credentials and is endorsed by the top financial firms.

AAMS® designees can test out of two (of seven) courses in our CFP® certification education program. This allows you to save both time and money.

Graduates of the AAMS® program report a 20% average earnings increase, as well as increases to their client base and even their job satisfaction.

Obtain up to 45 hours of continuing education for completing the program.

Learn to better serve individual, small business, or investment clients while advancing your own financial career.

Review our Policies and Procedures for more details. 


How does the AAMS® Program work?


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"The AAMS® program is by far the best that I have come across. It is informative, precise, extremely well written, and it has immediate theoretical and practical values. This program gave me more knowledge to help structure my communication with my clients. The AAMS® program should be a requirement for anyone involved in asset allocation and money management."

 -Lev R.