Accredited Wealth Management AdvisorSM - AWMA®
The AWMA® program is a designation program designed for experienced advisors who want to better address the unique needs of high-net-worth clients.
The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning. There is also an entire module specifically dedicated to the fiduciary and regulatory issues facing advisors. With this designation in your arsenal of knowledge you’ll be able to help clients capitalize on opportunities to preserve, grow, and transfer their wealth. Gain the confidence to optimize clients’ investments to achieve their goals while minimizing investment volatility.
Upon graduation, AWMA® designees receive credit for the completion of FP513 in our CFP® certification education program and earn three hours of credit toward an MS Degree in Personal Financial Planning.
Review our Policies and Procedures for more details.
OnDemand courses are always available, and the next optional live courses will be offered during these dates. You can enroll and begin at any time using OnDemand, prerecorded course lectures.