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Accredited Wealth Management AdvisorSM - AWMA®

AWMA
AWMA® Professional Designation Program
$1,300.00

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 program.

  • Live Online Classes
    Our Live Online classes are best for individuals who prefer a structured schedule of instructor-led classes to stay on track with completing the program and the advantages of active learning features only possible in a live learning community. Features such as the following help you participate in the learning process, enabling you to apply new skills more quickly into your client interactions:
    • Interactive infographics
    • Activities using whiteboards
    • In-class polls as part of knowledge checks
    • Additional handouts to reinforce learning
    • Real-time access to instructors to ask questions or get clarifications on challenging concepts

Because this option is structured-pace, classes begin at certain times of the year.

  • OnDemand Classes
    Our OnDemand classes are best for individuals who need 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 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.
      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 AWMA® designation package includes: 

      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.

      Schedule
      Location
      Instructor
      AWMA: Live Online Class (August 16 - October 11, 2021) (Version 16)
      SCHEDULE
      August 16 - October 11, 2021
      LOCATION
      Online
      INSTRUCTOR


      Frequently Asked Questions about the AWMA®  Designation

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