SE-AWMA® – Sports & Entertainment Accredited Wealth Management Advisor
🧭 Overview
SE-AWMA® – Sports & Entertainment Accredited Wealth Management Advisor is a specialized designation offered by the College for Financial Planning® – A Kaplan Company. It is designed for financial professionals who serve high-net-worth clients in the sports and entertainment industries, addressing the unique financial challenges posed by fluctuating income, short career spans, and complex asset structures.
The SE-AWMA® program equips advisors to manage sudden wealth events, multiple income streams, and long-term planning for clients with nontraditional financial trajectories. The curriculum includes qualitative planning, investment strategy, tax and cash flow management, business and estate planning, and employee benefit optimization—all tailored to the needs of athletes, entertainers, and creatives.
📚 Requirements
- Online self-study program with OnDemand video lectures, reading assignments, and quizzes
- Closed-book final exam; must be completed within 120 days of enrollment
- Estimated study time: 100–120 hours
- No formal prerequisites; recommended for experienced wealth advisors and planners
- Continuing education: 16 hours every two years
🤝 Community & Recognition
SE-AWMA® designees are part of the College’s national alumni network and benefit from Kaplan’s continuing education platform. The designation is recognized by FINRA and valued by firms serving celebrity, entertainment, and athletic clientele. Graduates may also earn credit toward the College’s CFP® certification coursework or Master of Science in Personal Financial Planning program.
📜 Quick Facts
Issuing Organization: College for Financial Planning® – A Kaplan Company
Website: SE-AWMA® Program Overview
Credential Focus: Wealth management for athletes and entertainers, tax and cash flow planning, estate and business strategy
Audience: Financial advisors, private bankers, wealth managers serving sports and entertainment clients
Continuing Education: 16 hours every two years
Related Designations: AWMA®, CFP®, APMA®
