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Accredited  Domestic Partnership Advisor

Accredited Domestic Partnership
AdvisorSM or ADPA®

PFP532: Financial Planning for Domestic Partners

The Accredited Domestic Partnership AdvisorSM enhances my knowledge to serve existing clients and reinforces my credibility when reaching out to potential clients. – Jill H

Program Summary:

This graduate-level program introduces students to the unique financial planning needs of couples who are considered to be unmarried under either state or federal law, or both, and offers the opportunity to earn the Accredited Domestic Partnership AdvisorSM, or ADPA®, designation.

The curriculum addresses the unique financial planning needs of lesbian, gay, bisexual, and transgender (LGBT) individuals, as well as heterosexual couples who have chosen not to marry. Specifically covered are factors and situations that cause financial planning for domestic partners to be different from financial planning for legally married spouses, including wealth transfer, taxation, retirement planning, and estate planning issues; as well as alternative planning solutions for these situations.

Curious how the June 26, 2013 U.S. Supreme Court rulings affect the ADPA® program course content? Download this PDF to learn more.

Additional information on the September 2013 IRS tax ruling can be found in this PDF.

The ADPA® curriculum was updated in January 2014 to accommodate these new changes. Details can be found here.

Upon completion of the PFP532 curriculum and the final examination, you are then eligible to apply for the Accredited Domestic Partnership AdvisorSM, or ADPA®, designation.

Course Topics:

  • Wealth Transfers for Domestic Partners
  • Federal Taxation Issues for Domestic Partners
  • Retirement Planning & Relationship Issues for Domestic Partners
  • Planning for Financial, Medical, & End-of-life Needs of Domestic Partners

In order to eligible for the ADPA program, you must currently hold one of the following designations or certifications: CRPC®, AAMS®, AWMA®, APMA®, CIMA, ChFC, JD, CPA, CFA,
CTFA, or CFP®.

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.

PFP532 and the ADPA® curriculum are worth 3 graduate semester credit hours and up to 45 hours of continuing education credit with some organizations.

Student Loans are available

Students typically complete their studies within 10-12 weeks.

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 highly qualified, full-time faculty is available via telephone or e-mail to support you in your studies.




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