The AWMA ® certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. Individuals who hold the APMA SM designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.ĪWMA® Accredited Wealth Management Advisor℠ AIF ® designees must complete training and annual continuing professional education requirements and attest to a code of ethics.ĪPMA® Accredited Portfolio Management Advisor℠ The Accredited Investment Fiduciary (AIF) ® designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. The AEP designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU ®, CFP ® certificant or ChFC ®. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Individuals who hold the ADPA SM designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners.

Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.ĪDPA® Accredited Domestic Partnership Advisor℠ The AAMS ® certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. AAMS® Accredited Asset Management Specialist℠

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