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.
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. 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 Non-qualified 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
Chapter 1. Risk Management
Chapter 2. Mutual Fund Analysis & Selection
Chapter 3. Hedge Funds
Chapter 4. Commodity Futures
Chapter 5. Covered Call Options
Chapter 1. Estimated Taxes
Chapter 2. Investment Interest Expense
Chapter 3. Self-Employment Tax
Chapter 4. Alternative Minimum Tax
Chapter 5. Executive Compensation Plans
Chapter 6: Income Tax Rules for Non-qualified Deferred Compensation Plans
Chapter 8: Informally Funding a Non-qualified Deferred Compensation Arrangement
Chapter 9: Equity Plans & Other Executive Incentive Plans
Chapter 10: Stock Options & the High Net Worth Individual
Chapter 11: ESOPs & High Net Worth Individuals
Chapter 1. Tax Reduction Techniques
Chapter 2. Asset Protection Strategies
Chapter 3. Business Succession Techniques
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.