Mon., Sept. 1: In observance of Labor Day, the College for Financial Planning will be closed. Online testing will be available; however, online testing support will not be available.
By clicking an Enroll button on this page, I understand that the College will use email as the primary method of communication with me concerning notification of information about policy changes, my status in the program, etc. I agree and consent to the College for Financial Planning sharing my email address with instructors and other students in my classes for educational purposes. I also understand that it is my responsibility to keep the College informed of changes to my email address, mailing address, and phone numbers.
Furthermore, I have read, understand, and agree to all the policies and procedures stated in the catalog, and on the Web site of the College for Financial Planning, Inc., including but not limited to those relating to admission requirements, fees, sales tax, refund policy, updating of study materials, the Privacy Policy, examinations and testing activity, length of enrollment, and completion requirements.
The growing emphasis on building lasting client relationships and gathering assets under management is changing the way the investment community conducts business. Many of the country’s top investment firms were involved in developing the program, making it uniquely suited to the needs of today’s investment professionals.
The materials include real-life examples, figures, and tables translating investment concepts into everyday work experience—making what you learn immediately applicable to your business.
The College for Financial Planning awards the AAMS designation to students who successfully complete the program, pass the final examination, sign a code of ethics commitment, and fill out a declaration form. Students must sign and return the ethics and declaration forms within six months of passing the final exam. Disclosures made on the declaration form are reviewed on a case-by-case basis and, depending on the nature of the disclosure, may impact a student’s eligibility to be awarded the designation. Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards.
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All materials are provided in print and online* through your personalized "My Campus" page. Our curriculum is based on a client-centered, problem-solving method that uses case studies to give students a hands-on approach to the material. Also included are thousands of open-ended, multiple choice, and case analysis questions that help you prepare for the national exam and equip you with knowledge that will benefit your clients. As a further advantage, our highly qualified, full-time faculty is available via telephone, e-mail, and fax to support you in your studies.
*Online Mentor Program only
"The AAMS program is by far the best that I've come across. It is informative, precise, extremely well-written, and it has immediate theoretical and practical values. The AAMS program should be a requirement for anyone involved in asset allocation and money management."
Lev Revutsky, AAMSIntegrated Financial & Insurance Securities