Designations

Why work with a Wealth Management Specialist?

The WMS™ “Wealth Management Specialist Certificate Program” is a curriculum that includes the following:

• Wealth management process
• Time value of money principles
• Measurement of risk and return
• Asset allocation process
• Investment strategies
• Investment taxation
• Insurance products in wealth management
• Business ownership and planning
• Retirement planning considerations and estate planning considerations

Those holding certificates also sign a code of ethics declaration.

Why work with an AAMS™?

AAMS™ designees distinguish themselves by identifying opportunities not only in investment planning, but also by making comprehensive recommendations to pursue a broad range of your financial goals—from saving for your children’s college education to tax planning strategies to building a nest egg for your retirement. With all the complex financial planning information available today, an AAMS™ designee can give you knowledgeable advice on the most suitable assets and strategies for your total financial needs.

The College for Financial Planning® provides AAMS™ students with a thorough education focusing exclusively on asset management. Study materials are written and updated regularly by the college’s full-time faculty, who specialize in investments, insurance, taxation, retirement planning and estate planning, and work closely with investment professionals to provide the most current information available.

We Know How to Manage Assets

Turn to a professional on asset management for your advice—an Accredited Accredited Asset Management Specialist™ or AAMS™ designee. AAMS™ designees have a broad knowledge of asset management. They can effectively identify, analyze and recommend strategies that are designed for your diverse needs.

Client Needs Assessment

The AAMS™ program emphasizes how to assess a client’s total financial situation and needs—and then thoroughly evaluate assets under management and make appropriate recommendations. This is what distinguishes this program from others in the industry. 

Build Lasting Relationships

A goal of the AAMS™ designee is to build lasting relationships with clients. They learn to recognize hidden opportunities by identifying their clients’ needs within the broader context of asset management, including investments, taxation, retirement, estate planning, insurance and more.

AAMS™ Mark

To be entitled to use this mark, candidates must successfully complete the specialized program and pass a rigorous examination, sign a code of professional ethics, and complete a disclosure form attesting to their professional conduct.

American Council on Education (ACE): The AAMS™ program has been reviewed by ACE and recommended for college credit in the upper-division baccalaureate level in the categories of finance or investments.

Continuing Education Credit

All AAMS™ designees must sign a commitment to ongoing continuing education credit to ensure that they stay current in the field.

When you start looking for knowledgeable advice and thorough analysis on asset management, look for an Accredited Asset Management Specialist™ designee—a financial advisor with asset management skills.