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. They also 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.
Tangible Career Benefits:
Graduates of the AWMA® program report a 16% average earnings increase, as well as increases to their client base and even their job satisfaction.
Complete Your Existing CE Requirements:
Obtain up to 45 hours of continuing education for completing the program.
Skills That Benefit You and Your Clients:
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.
Review our Policies and Procedures for more details.