Accredited Wealth Management Advisor (AWMA®)

The Accredited Wealth Management Advisor, or AWMA® program, is a designation program for financial professionals. The program is designed for advisors who want to better address the unique needs of high net worth clients. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning.

Learning Objectives:

Getting to Know Your High Net Worth Client

Investment Risk, Return, and                  Performance

Advanced Investment Products and Strategies

Considerations for Business Owners

Income Tax Strategies for High Net Worth Clients

Executive Benefits Planning for High Net Worth Clients

Estate Planning for High Net Worth Clients

Fiduciary and Regulatory Issues for Financial Services Professionals