Accredited Wealth Management AdvisorSM

Professional Designation Program

PFPL584: Wealth Management Strategies

AWMA® Program

Program Summary:

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.

Course Topics:


Module 1. Getting to Know Your High Net Worth Client

Chapter 1. Who is the high net worth client?

Chapter 2. Establishing Trust

Chapter 3. Teamwork

Chapter 4. Meeting the Client’s Goals

Module 2. Investment Risk, Return, and Performance

Chapter 1. Risk

Chapter 2. The Risk/Return Relationship

Chapter 3. Managing Risk in Portfolios

Chapter 4. Measuring Investment Performance

Module 3. Advanced Investment Products and Strategies

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

Module 4. Considerations for Business Owners

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

Module 5. Income Tax Planning for High Net Worth Clients

Chapter 1. Tax Planning Situations

Chapter 2. Taxes and Investments

Module 6. Executive Benefits Planning for High Net Worth Clients

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

Module 7. Estate Planning for High Net Worth Clients

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

Module 8. Fiduciary and Regulatory Issues for Financial Services Professionals

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

Course Details:

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.

  • Tue
    03
    Jan
    2017
    Thu
    23
    Feb
    2017

    AWMA Online Program

    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Mon
    27
    Feb
    2017
    Wed
    19
    Apr
    2017

    AWMA Online Program

    Adobe Connect Online

    Classes meet each Monday & Wednesday.

A complete list of classes can be found here.