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Accredited Domestic Partnership AdvisorSM - ADPA®

ADPA® Professional Designation Program
$1,300.00

The Accredited Domestic Partnership AdvisorSM, or ADPA® program, is the only designation program of its kind that prepares financial professionals to address the unique planning needs specific to unmarried, coupled persons. You’ll gain an understanding of how planning differences for domestic partners compared to legally married couples manifest themselves in the individual domains of financial planning. Your skills, augmented with knowledge from this up-to-date program, will help you analyze and evaluate alternative planning techniques pertaining to wealth transfers, federal taxation laws, retirement laws and benefits, and planning for end-of-life needs. 

This program is ideal for advisors looking to augment their skills and knowledge to effectively counsel clients in domestic partnerships and help compensate for the adverse effects of financial laws or benefits that are either unavailable or provide less protection to them. It is also beneficial for accountants and attorneys who provide tax and legal services for persons in domestic partnerships.

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.

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 ADPA® designation package includes: 

Frequently Asked Questions about the ADPA®Designation

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