Accredited Asset Management Specialist℠
Professional Designation Program
The Accredited Asset Management SpecialistSM or AAMS® professional education program is an ideal program for new advisors looking to give more comprehensive financial advice and build stronger client relationships.
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. 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.
Why choose the AAMS® Program?
- AAMS® graduates report yearly increases to their earnings, job satisfaction, and number of clients.
- There are more than 19,447 AAMS® graduates and the program is widely recognized and encouraged by many top financial firms.
- Graduates of the AAMS® program qualify to test out of up to 1/3 of our CFP Certification Professional Education Program.
- AAMS® graduates also have the unique additional opportunity to pursue the AWMA® designation via the accelerated “AWMA® Challenger” program. Contact us for details.
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.
Chapter 1. Building Relationships
Chapter 2. Step 1: Gathering Data
Chapter 3. Step 2: Establishing Financial Goals
Chapter 4. Step 3: Analyzing Information
Chapter 5. Step 4: Making & Implementing Recommendations
Chapter 6. Step 5: Monitoring Performance
Chapter 1. The Client’s Attitudes Toward Money & Investing
Chapter 2. Establishing an Investment Policy Statement (IPS)
Chapter 3. Dealing With Change
Chapter 1. Risk
Chapter 2. The Risk/Return Relationship
Chapter 3. Managing Risk in Portfolios
Chapter 4. The Time Value of Money
Chapter 5. Measuring Investment Performance
Chapter 1. Asset Allocation
Chapter 2. Asset Classes, Characteristics & Performance
Chapter 3. Stock Valuation Methods
Chapter 4. Bond Valuation Methods
Chapter 5. Fundamental Analysis
Chapter 6. Technical Analysis & Market Timing
Chapter 1. The Importance of Strategy
Chapter 2. Buy-and-Hold: The Benchmark Strategy
Chapter 3. Timing Strategies
Chapter 4. The Contrarian Strategy
Chapter 5. Value Investing
Chapter 6. Growth Stock Investing
Chapter 7. Small Stock Investing
Chapter 8. Active versus Passive Management
Chapter 9. Bond Strategies
Chapter 10. The Enemies of Effective Strategy
Chapter 1. Taxes & Investments
Chapter 2. General Income Tax Principles
Chapter 3. Taxation of Investment Products
Chapter 1. Assessing Retirement Needs
Chapter 2. Sources of Retirement Income
Chapter 3. Accumulating Capital for Retirement
Chapter 4. Accumulating Retirement Funds in Tax-Deferred Arrangements
Chapter 5. Retirement Distributions
Chapter 6. Investment Planning During Retirement
Chapter 7. Other Sources of Retirement Income
Chapter 8. Investment & Money Management Strategies for the Frail Elderly
Chapter 9. Inherited Wealth
Chapter 1. Models of Typical Small-Business Life Cycles
Chapter 2. Implications for the Investment Professional
Chapter 3. The Financing Stages of the Growing Business
Chapter 4. The Legal Forms of Doing Business
Chapter 5. Opportunities to Serve the Small-Business Client
Chapter 6. Retirement Plans
Chapter 7. Risk Management: Insurance & Diversification
Chapter 8. Valuation & Disposition of the Small Business
Chapter 9. Lifetime Cash Flow Planning for the Small-Business Owner
Chapter 1. Comparison of Qualified versus Non-qualified Plans
Chapter 2. Methods of Funding
Chapter 3. Types of Nonqualified Plans Used for Retirement Funding
Chapter 4. Life Insurance Plans
Chapter 5. Equity-Based, Incentive Compensation Plans
Chapter 6. Issues on Severance Payments
Chapter 7. Publicly Held Corporation’s Compensation Deduction Limitation
Chapter 1. The Purposes of Life Insurance
Chapter 2. Measuring the Need for Life Insurance
Chapter 3. Types of Life Insurance
Chapter 4. Settlement Options
Chapter 5. Annuities
Chapter 6. Life Insurance Decision Making
Chapter 1. The Nature & Objectives of Estate Planning
Chapter 2. Estate Transfer Taxes
Chapter 3. Estate Transfer Techniques During Life (inter vivos)
Chapter 4. Estate Transfer Techniques at Death (Testamentary)
Chapter 5. Planning for Incapacity
Chapter 1. Ethical Behavior & the Modern Securities Industry
Chapter 2. Current Regulatory & Ethical Issues
Chapter 3. Duties Owed to the Client
Chapter 4. Formal Ethical Codes & the Investment Professional
Chapter 5. Closing the Circle: Ethical Behavior & the Asset Management Process
Students typically complete their studies within 9-11 weeks, although your completion time may be faster or slower than the duration cited.
To earn the designation, students have to successfully pass the course’s final exam at one of our approved testing centers: PSI, Prometric , or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program. Full enrollment details can be found here.
In order to maintain a College designation, designees must renew every two years. Cost to renew is currently $95 and covers the renewal cost for one or multiple College designations held.
Live Course Dates
The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.
Mon05Jan2015Wed11Mar20156:30PM-7:30PM (Mountain)Adobe Connect Online
Classes meet each Monday & Wednesday.