The AWMA® designation is recognized as the industry-benchmark for wealth management credentials and is endorsed by the top financial firms.

AWMA® designees receive credit for the completion of FP513 in our CFP® certification education program or receive credit for an elective in our MS Degree in Personal Financial Planning. This allows you to save both time and money while pursuing multiple credentials.

Professionals surveyed with specialized financial designations such as the AWMA® designation reported a 20% earnings increase after earning their most recent professional designation.*

71% of professionals with specialized financial designations such as the AWMA® designation reported an increase in their client base after earning their specialized designation through the College for Financial Planning®—a Kaplan Company.**

For CFP® professionals who must complete continuing education requirements as part of certification renewal, program completion fulfills 28 hours of continuing education.

If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation. 

Learn to recognize and better serve the unique needs of high-net-worth clients. This benefits your clients while allowing you you to advance your own financial career.


"Because of my AWMA® designation, I am now working with higher-net-worth clients, which allows me to work with fewer individuals while substantially increasing my income. Because my clients feel that I offer more individual attention and a top-notch level of service, I’ve received an increase in quality referrals."

- Paul R.

*This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years. The sample includes 80 graduates who earned a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS) and answered this question.

**This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. The sample includes 82 graduates whose most recent professional designation earned was a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS) and who answered this question.