Accredited Wealth Management Advisor℠ - AWMA®

The Accredited Wealth Management Advisor℠, or AWMA®, program provides a comprehensive curriculum focused on the unique needs of high-net-worth clients. You will develop the confidence to optimize clients’ investments to achieve their goals while minimizing investment volatility. This program delves into behavioral finance, working with small business owners, succession/exit planning, and fiduciary/regulatory issues. After program completion, you’ll gain expertise to help clients capitalize on opportunities to preserve, grow, and transfer their wealth.

Best Suited for:

Experienced mid and advanced career advisors who currently work with or wish to work with high net worth clients.

Course Topics:

• Getting to Know Your High Net Worth Client
• Investment Risk, Return, and Performance
• Advanced Investment Products and Strategies
• Considerations for Business Owners
• Income Tax Strategies for High Net Worth Clients
• Executive Benefits Planning for High Net Worth Clients
• Estate Planning for High Net Worth Clients
• Fiduciary and Regulatory Issues for Financial Services Professionals

What You Earn:

Accredited Wealth Management Advisor™ (AWMA®) designation

Stackable Credit:

Program graduates earn credit for:

• Course FP513 Investment Planning in the College's CFP® certification education program OR
• One elective course in the College’s Master of Science Degree Program in Personal Financial Planning

Continuing Education Credit:

Program graduates earn:

• CFP® Certification CE: 28 hours
• College for Financial Planning Designation CE: 16 hours

Time to Complete:

120 days

The AWMA® Designation Package Includes:

• OnDemand Professional Designation Classes: You receive full access to OnDemand classes, allowing you the flexibility to complete your professional designation program at your own pace and on your schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments and recorded video lectures to module quizzes and your final exam. Because this option is self-paced, you can begin the program at your convenience.
• eBook: Electronic textbooks are your primary resource for course content. You will receive an electronic VitalSource eBook as part of the package price. eBooks in the ePub format that are compatible with Apple iPad and MOBI/Kindle will also be available on your student dashboard. Print textbooks are available as an add-on to your package for $159 plus tax and shipping.
• Module Quizzes: Located at the end of each unit in your program, are designed to gauge your comprehension of the material. You must complete the 30-question quiz for each module before moving to the next module. For questions answered incorrectly, correct answers with detailed rationales are provided to help improve your comprehension.
• Practice Exam: The Practice Exam is designed to closely replicate the Final Exam experience in terms of the degree of difficulty, timing, format, and topical coverage. This exam can be taken twice and provides unique practice questions that you haven’t seen at this point in your studies. The Practice Exam is a sound indicator of how you will perform on your Final Exam, and it allows you to see areas of strength and weakness on your Performance Tracker.
• Final Exam: To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. You have an allotted time of 3 hours to take the exam and a maximum of two attempts to pass. The grade earned on the Final Exam reflects your overall grade for the designation program.
• Community Forum: You’ll have access to a private community forum, providing an online space to collaborate and engage with your instructor and fellow students. After you complete your program, you’ll gain access to our alumni and financial planners professional communities.

Top 5 Benefits of Earning the AWMA® Designation

1. Industry Recognition: The AWMA® designation is recognized as the industry-benchmark for wealth management credentials and is endorsed and encouraged by the top financial firms.
2. Tangible Career Benefits: 72% of professionals surveyed with specialized financial designations such as the AWMA® designation reported an increase in their client base after earning their most recent professional designation. Financial planning professionals working in a financial planning role both the year before and year after receiving their most recent specialized professional designation such as the AWMA® designation reported an average 21% earnings increase in the year after earning that professional designation.
3. Skills That Benefit You and Your Clients: Learn to recognize and better serve the unique needs of high-net-worth clients while advancing your own financial career.
4. Stackable Credits: AWMA® designees receive course credit toward our CFP® certification education program or our MS Degree in Personal Financial Planning. This allows you to save both time and money to earn your next credential or degree.
5. Fulfill Continuing Education Requirements: AWMA® designees earn CE hours toward renewing their CFP® certification and/or a professional designation they currently hold with the College.