Accredited Wealth Management AdvisorSM
Professional Designation Program
PFPL584: Wealth Management Strategies
The Accredited Wealth Management AdvisorSM or AWMA® professional education program is the nation’s original and most well-respected designation for providing financial advice to high net worth clients.
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. You’ll gain the confidence to optimize clients’ investments to achieve their goals while minimizing investment volatility.
New for 2017, the AWMA® program has been updated to include brand new sections dedicated to behavioral finance, working with small business owners, and succession/exit planning. We also added an entire module specifically dedicated to the fiduciary and regulatory issues facing advisors.
Why choose the AWMA® Program?
- AWMA® graduates report yearly increases to their earnings, job satisfaction, and number of clients.
- The AWMA® program was created at the request of financial advisors looking to better serve their wealthier clientele.
- The program curriculum is comprehensive and covers topics ranging from insurance, asset management, income tax, retirement, and estates.
- Graduates of the AWMA® program qualify to test out of up to 1/3 of our CFP Certification Professional Education Program.
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.
Chapter 1. Who is the high net worth client?
Chapter 2. Establishing Trust
Chapter 3. Teamwork
Chapter 4. Meeting the Client’s Goals
Chapter 1. Risk
Chapter 2. The Risk/Return Relationship
Chapter 3. Managing Risk in Portfolios
Chapter 4. Measuring Investment Performance
Chapter 1. Investment Strategy
Chapter 2. Real Estate
Chapter 3. Hedge Funds
Chapter 4. Private Equity and Managed Futures
Chapter 5. Addressing the Impact of Behavioral Finance
Chapter 1. The Legal Forms of Doing Business
Chapter 2. Retirement Plans
Chapter 3. Property and Liability Risk Issues for High Net Worth Clients
Chapter 4. Personal, Security, and Professional Risks
Chapter 5. Life and Disability Insurance for the Wealthy Client
Chapter 6. Exit Planning for the Small Business Owner
Chapter 1. Tax Planning Situations
Chapter 2. Taxes and Investments
Chapter 1. Introduction to Nonqualified Plans
Chapter 2. Methods of Funding
Chapter 3. Types of Nonqualified Plans Used for Retirement Funding
Chapter 4. Nonqualified Deferred Compensation Plans and Taxation
Chapter 5. Other Forms of Executive Compensation
Chapter 1. The Nature of Estate Planning
Chapter 2. Federal Transfer Taxes
Chapter 3. Inter Vivos and Testamentary Transfers
Chapter 4. Tax Reduction Techniques
Chapter 5. Asset Protection Strategies
Chapter 6. Business Succession Planning
Chapter 1. History of U.S. Financial Regulation
Chapter 2. Forces Changing Financial Services
Chapter 3. The Fiduciary Standard
Chapter 4. Formal Ethical Codes and the Investment Professional
The AWMA® program is delivered via the College’s exclusive MyChoice learning platform. PFPL584 and the AWMA® curriculum are worth 3 graduate semester credit hours and up to 28 hours of continuing education credit with some organizations.
Students typically complete their studies within 12-15 weeks, although your completion time may be faster or slower than the duration cited.
To complete the program, 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.
Additional requirements exist to obtain and maintain authorization to use the designation.
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.
Tue03Jan2017Thu23Feb2017Adobe Connect Online
AWMA Online Program
Classes meet each Tuesday & Thursday.
Mon27Feb2017Wed19Apr2017Adobe Connect Online
AWMA Online Program
Classes meet each Monday & Wednesday.