AWMA® or Accredited Wealth Management Advisor℠

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*If you are currently employed in the financial services industry you may be eligible for a discount. Call our enrollment specialists now to find out.

Enroll in AWMA®

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Course Description: The AWMA® program is designed for advisors who want to better address the unique needs of 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.


The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning. There is also an entire module specifically dedicated to the fiduciary and regulatory issues facing advisors. Because the curriculum for the AWMA® program is entirely graduate level, graduates can test out of 2 (of 6) courses in the College’s CFP Certification Professional Education Program and receive credit toward an MS in Personal Financial Planning.

What benefits does the AWMA® Program offer?

  • Earn an industry-recognized designation encouraged by top firms that focuses specifically on wealth management
  • Graduates report a 16% increase in earnings in addition to increases to their number of clients and even their job satisfaction.
  • Get to know your high net-worth clients and learn to focus on their personal needs via behavioral finance and emotional intelligence.

"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.

  • The AWMA® designation is the industry-benchmark for wealth management credentials and is encouraged by the top firms in the industry.
  • Discover the unique tax, retirement, and estate implications for high net worth clients and help your clients to maintain and grow their assets via risk, return, & investment performance
  • Obtain up to 45 hours of CE credit for completion.
  • Graduates can test out of 2 (of 6) courses in our CFP Certification Professional Education Program.


Course Details

Why Enroll?

How does the AWMA® Program work?

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.

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


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: PSIPrometric, 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.

Policies & Procedures:

A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.

Conferment Requirements

There are additional requirements to obtain and maintain authorization to use this 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.

Classes meet each Monday & Wednesday

Start Date:

End Date:

Monday, January 8, 2018

Wednesday, February 28, 2018

Classes meet each Tuesday and Thursday

Start Date:

End Date:

Tuesday, March 20, 2018

Thursday, May 10, 2018

Visit the College Calendar

Enrollment Process

Course Details

Enrollment Process

How do I enroll in a program?

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!

What payment options are available?

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


The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.

Student/Alumni Resources

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Student/Alumni Resources

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.


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