Accredited Wealth Management AdvisorSM - AWMA®
The Accredited Wealth Management AdvisorSM, or AWMA® program, is a designation program for financial professionals. The program is designed for 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.
Choose your learning modality and complete your AWMA® designation.
- Attend Live Online classes from the comfort of your home! Expert faculty will lead a series of Live Online class sessions, which are then archived to your dashboard for further review or in case you miss a class.
- With OnDemand classes, you get the best of both worlds—instructor-led lectures and the ability to view them when it fits into your schedule.
The AWMA® 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 AWMA®, graduates earn direct credit for:
- Course FP513 in the College's CFP® certification education program.
- One elective course in the College’s Master of Science Degree in Personal Financial Planning.
The AWMA® designation package includes:
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Course Sessions
The next Live Online classes will be offered during these dates. If you prefer OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.
Frequently Asked Questions about the AWMA® Designation
Offer the AWMA® Program to Your Employees
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