Accredited Domestic Partnership Advisor℠

Professional Designation Program

ADPA-SOT-banner

Program Summary:

The Accredited Domestic Partnership AdvisorSM or ADPA® professional education program is the first and only financial education program specifically focused on the unique needs of domestic partners.

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. These include wealth transfer, taxation, retirement planning, estate planning, as well as alternative planning solutions for these situations.

Why choose the ADPA® Program?

  • ADPA® graduates report yearly increases to their earnings, job satisfaction, and number of clients.
  • The program is one of a kind and was created under supervision of some of the nation’s top financial firms.
  • As laws change, the College makes updates to the curriculum on a regular basis. Information on previous updates can be found here, here, and here.
  • The ADPA® program is an advanced financial education program designed to build on existing educational foundations rather than repeating familiar topics.

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

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

Prerequisites:

To eligible for enrollment into 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®.

Course Details:

The ADPA® program is delivered via the College’s exclusive MyChoice learning platform. Students typically complete their studies within 6-8 weeks.

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