The distinct financial challenges that sports and entertainment professionals possess over the course of their careers are the very reasons why they need a financial advisor who is qualified to address those challenges. From a sudden wealth event to multiple income streams to an unknown career span, these professionals have added complexities in their financial lives and goals.
The Sports & Entertainment Accredited Wealth Management Advisor℠, or SE-AWMA®, designation program provides advisors with the specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. After program completion, your skills, augmented with knowledge gained from this program, will help you analyze and evaluate different planning strategies, including qualitative planning, trusts, investments, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning.
Experienced mid and advanced career advisors who currently work with or wish to work with high-net-worth clients in sports and entertainment.
Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation
Program graduates earn credit for:
Program graduates earn:
120 days
Have you already earned the AWMA® designation through the College? If so, you only need to complete the Sports & Entertainment (SE) Supplemental Education for the AWMA® Program (one-course module for $350) to earn your SE-AWMA® designation.
Call an Enrollment Specialist at 800-237-9990 Option 3, to place an order for the add-on to your AWMA®.
Not Finding What You're Looking For?
Questions? Book an appointment. Our enrollment team will help you choose the right program and guide you through the entire process.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.
81% Reported an Increase in Client Base: Increase in client base is dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any increase in clients resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning® between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. The sample includes 546 respondents who earned a professional designation, license, or certification; worked in a financial planning role both the year before and the year after receiving their last professional designation, license, or certification; and answered this question.
