Accredited Wealth Management AdvisorSM - AWMA®

AWMA® Professional Designation Program

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: 


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.

AWMA: Live Online Class (January 12 - March 4, 2021) (Version 16)
January 12 - March 4, 2021
Daniel Johnson

Frequently Asked Questions about the AWMA®  Designation

Offer the AWMA®  Program to Your Employees

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