black flat screen computer monitor

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