AAMS® – Accredited Asset Management Specialist
🧭 Overview
AAMS® – Accredited Asset Management Specialist is a foundational designation offered by the College for Financial Planning® – A Kaplan Company. It is designed for financial professionals seeking to deepen their understanding of asset allocation, investment strategies, and holistic client relationship management.
The AAMS® program emphasizes a client-centered approach to financial advising, integrating investment planning with retirement, tax, insurance, and estate considerations. It is ideal for early-career advisors or those transitioning into wealth management roles who want to build lasting client relationships through comprehensive guidance.
📚 Requirements
- Online self-study program with OnDemand video lectures, reading assignments, and quizzes
- Closed-book final exam with a passing score of 70%
- Estimated completion time: 100–120 hours
- No formal prerequisites; suitable for new or mid-career financial professionals
- Continuing education: 16 hours every two years
🤝 Community & Recognition
AAMS® designees join a national network of financial professionals trained by the College for Financial Planning. The designation is recognized by FINRA and respected across broker-dealers, RIAs, and financial institutions for its practical focus on investment planning and client engagement. Graduates may also receive credit toward CFP® certification coursework.
📜 Quick Facts
Issuing Organization: College for Financial Planning® – A Kaplan Company
Website: kaplanfinancial.com
Credential Focus: Asset allocation, investment strategy, client relationship management, holistic planning
Audience: Financial advisors, wealth managers, investment professionals
Continuing Education: 16 hours every two years
Related Designations: CRPC®, AWMA®, CFP®
