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Asset Management

As the financial landscape becomes more complicated, becoming a specialist in a particular category can bolster your career. Our Asset Management courses are designed for advisor interested in the finer details of managing client’s assets including allocation, selection and management in a tax and estate efficient manner.

Three high-level Professional Designations are offered under the Asset Management umbrella at the College:

• ACCREDITED WEALTH MANAGEMENT ADVISOR^SM  or AWMA^SM
• ACCREDITED ASSET MANAGEMENT SPECIALIST^SM  or AAMS®
• CHARTERED MUTUAL FUND COUNSELOR^SM  or CMFC®

Each of these designations is designed to meet the needs of professional asset managers in today's thriving financial marketplace, putting your career on the fast track and opening doors with clients in new areas. Graduates of our Asset Management programs report an average increase of 24% in earnings after completing the education program according to the Survey of Trends in the Financial Planning Industry.

Whether you are just starting to invest in your career or are looking to expand your knowledge in the lucrative investment arena, you can complete these programs in as little as one month with convenient study options including online, self-study or classroom.  Completion of these programs may also allow you to earn 45 to 53 hours of continuing education credit.