The SE-AWMASM designation is the first and only professional designation from an accredited college or university that prepares advisors to address the sophisticated financial planning needs of high-net-worth sports and entertainment clients.
Skills That Benefit You and Your Clients:
Gain specialized knowledge to address the unique circumstances and financial planning needs of clients in these niche segments. This will distinguish you from other advisors and help expand your client base.
Enhance Client Interactions:
Earning the SE-AWMASM designation will enhance your client interactions and planning advice through an improved understanding of the qualitative factors and characteristics demonstrated by high-net-worth individuals.
SE-AWMASM 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 program. This allows you to save both time and money while pursuing multiple credentials.
Fulfill Continuing Education Requirements:
For CFP® professionals who must complete continuing education requirements as part of certification renewal, SE-AWMASM program completion fulfills 28 hours (live online program) or 24 hours (ondemand program) 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.