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Accredited Wealth Management Advisor

Accredited Wealth Management
AdvisorSM or AWMA®

PFP558: Wealth Management Strategies

Because of my AWMA® designation, I am now working with higher net worth clients, which allows me to work with fewer individuals while substantially increasing my income. Because my clients feel that I offer more individual attention and a top notch level of service, I've received an increase in quality referrals. - Paul R.

Program Summary:

Mention wealth management to your financially successful clients and they’ll have definite ideas about the real-world experience, sophisticated advice, and strategic guidance they expect from their advisor. You’ll find these topics covered in the entirely graduate-level AWMA® program. With this designation in your arsenal of knowledge you’ll be able to help clients capitalize on opportunities to preserve, grow, and transfer their wealth.

Your skills—augmented with knowledge from this program—will help you address complex financial issues faced by affluent clients. You’ll gain the confidence to optimize clients’ investments to achieve their goals while minimizing investment volatility.

Upon completion of the PFP558 curriculum and the final examination, you are then eligible to apply for the Accredited Wealth Management AdvisorSM, or AWMA®, designation.

In addition to becoming an expert in your chosen field, earning the AWMA® 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.

Already an AAMS graduate? Ask about our special AAMS® to AWMA® Challenger program, too.

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
  • Risk Management & Investment Issues for High Net Worth Clients
  • Income Tax & Executive Benefits Planning for High Net Worth Clients
  • Estate Planning for High Net Worth Clients

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

PFP558 and the AWMA® curriculum are worth 3 graduate semester credit hours and up to 45 hours of continuing education credit with some organizations.

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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