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Accredited Asset Management Specialist

Accredited Asset Management
SpecialistSM or AAMS® Program

The AAMS® program is by far the best that I have come across. It is informative, precise, extremely well written, and it has immediate theoretical and practical values. This program gave me more knowledge to help structure my communication with my clients. The AAMS® program should be a requirement for anyone involved in asset allocation and money management. - Lev R.

Program Summary:

The growing emphasis on building lasting client relationships and gathering assets under management is changing the way the investment community conducts business. Many of the country’s top investment firms were involved in developing the AAMS® program, making it uniquely suited to the needs of today’s investment professionals.

In this course you’ll discover a logical progression of topics, enabling you to think in terms of clients’ total financial situations, not just their investments. At the conclusion of your studies, your abilities to identify opportunities and employ strategies is enhanced not only with regard to investments, but also related to planning for insurance, tax, retirement, and estate issues. The result is that you’ll be able to develop stronger, lasting client relationships.

The materials include real-life examples, figures, and tables translating investment concepts into everyday work experience—making what you learn immediately applicable to your business.

In addition to becoming an expert in your chosen field, earning the AAMS® designation has also been shown to increase your earnings and your number of clients. You can find this information and information pertaining to our other programs in our annual Survey of Trends in the Financial Planning Industry.

Course Topics:

  • The Asset Management Process
  • Investors, Policy & Change
  • Risk, Return & Investment Performance
  • Asset Allocation & Selection
  • Investment Strategies
  • Taxation of Investment Products
  • Investment Opportunities for an Individual’s Retirement
  • Investment Considerations for Small-Business Owners
  • Deferred Compensation & Other Benefit Plans for Key Executives
  • Insurance Products for Investment Clients
  • Estate Planning for Investment Clients
  • Regulatory & Ethical Issues for the Investment Professional

This program is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

MyChoice Custom Education Platform

Enrollment includes all of the following:

  • eReader study materials for use on all tablets.
  • Live online interactive instructor-led classes.
  • Unlimited access to pre-recorded classes.
  • Interactive multiple-choice study questions.
  • Direct contact information for Lead Professor and Course Instructor.
  • Access to final examinations.
  • Personal Enrollment Advisor assigned to each student.
  • Social media forums for interaction with other students.
  • The option to order printed study materials at any time.*

Currently employed in the financial services industry? We have discount agreements with over 150 financial companies!

Before enrolling online, contact us to see if you qualify for a discount at 1-800-237-9990.

Challenge Examinations: Completing this program makes you eligible to test out of up to 1/3 of our CFP Certification Professional Education Program. You can earn this designation and sit for the CFP® Certification Examination in as little as one year! Contact us for additional details.

Student Loans are available

Students typically complete their studies within 6-8 weeks. The AAMS® program may allow you to earn up to 45 hours of continuing education credit with some organizations, but does not qualify for degree credit at the College for Financial Planning.

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. Also included are open-ended, multiple-choice, and case analysis related questions to help you prepare for the exam and equip you with knowledge to help your clients. The College's qualified, full-time faculty is available via telephone or e-mail to support you in your studies.




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