Course Description: The Accredited Asset Management SpecialistSM or AAMS® Program is a professional designation program for financial professionals. The program provides advisors with a strong fundamental financial knowledge with an additional focus on asset management.
It’s an ideal educational program for new advisors as well as those looking to build stronger client relationships and provide more comprehensive advice. Students will learn to identify new investment opportunities as well as to recognize insurance, tax, retirement, and estate issues.
What benefits does the AAMS® Program offer?
"The AAMS® program is by far the best that I have come across. It is informative, precise, extremely well written, and it has immediate theoretical and practical values. This program gave me more knowledge to help structure my communication with my clients. The AAMS® program should be a requirement for anyone involved in asset allocation and money management." – Lev R.
The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.
When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.
All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.
Module 1. The Asset Management Process
Chapter 1. The Asset Management Process
Chapter 2. Establishing an Investment Policy Statement (IPS)
Chapter 3. Dealing With Change
Module 2. Risk, Return & Investment Performance
Chapter 1. Risk
Chapter 2. The Risk/Return Relationship
Chapter 3. Managing Risk in Portfolios
Chapter 4. Measuring Investment Performance
Module 3. Asset Allocation & Selection
Chapter 1. Asset Allocation
Chapter 2. Asset Classes, Characteristics & Performance
Chapter 3. Stock Valuation Methods
Chapter 4. Bond Valuation Methods
Module 4. Investment Strategies
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
Module 5. Taxation of Investments
Chapter 1. Taxes & Investments
Chapter 2. General Income Tax Principles
Chapter 3. Taxation of Investment Products
Module 6. Investing for Retirement
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
Module 7. Deferred Compensation and Other Benefit Plans
Chapter 1. Comparison of Qualified versus Nonqualified Plans
Chapter 2. Methods of Funding
Chapter 3. Types of Nonqualified Plans Used for Retirement Funding
Chapter 4. Life Insurance Plans
Chapter 5. Equity-Based, Incentive Compensation Plans
Module 8. Insurance Products for Investment Clients
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
Module 9. Estate Planning for Investment Clients
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
Module 10. Fiduciary, Ethical, and Regulatory Issues for Advisers
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
Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at 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.
A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.
There are additional requirements to obtain and maintain authorization to use this designation.
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.
Classes meet each Tuesday and Thursday
Tuesday, February 6, 2018
Thursday, March 29, 2018
Classes meet each Monday and Wednesday
Monday, April 16, 2018
Wednesday, June 6, 2018
It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools.
Get started today!
The College for Financial Planning accepts Visa, Mastercard, Discover and American Express. If you would like to pay by check or money order contact an enrollment specialist for more information.
If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at firstname.lastname@example.org.
The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry. They do not constitute guarantees of future results.