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Accredited Wealth Management AdvisorSM - AWMA® 

Become an expert in working with high-net-worth clients with the AWMA® designation from College for Financial Planning®—a Kaplan Company.



AWMA® Program Overview

The AWMA® program is a designation program designed for experienced advisors who want to better address the unique needs of high-net-worth clients. 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. 

Review our Policies and Procedures for more details. 

AWMA® Course Topics



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