Mon., Sept. 6: 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 e-mail 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 e-mail 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 e-mail 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 ACCREDITED ASSET MANAGEMENT SPECIALISTSM AND AAMS® designation to students who:
Students must sign and return the Code of Ethics forms within six months of passing the final exam. Failure to complete and submit the forms within this time frame may result in termination of the individual’s candidacy. If an individual wishes to apply for authorization to use the Marks in the future, he or she may be required to fulfill the initial designation requirements in place at the time of passing the exam.
Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards for a two-year period.
Continued use of the AAMS® designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AAMS® designation by:
Detailed renewal requirements for the College for Financial Planning’s professional designation programs can be found on www.cffpalum.org/renewal.
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All materials are provided in print and/or online* through your personalized "My Campus" 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.
*Mentor Program includes online access.
The Accredited Asset Management SpecialistSM Professional Designation Program is registered with CFP Board, NASBA, TX State Board of Accountancy, NJ State Board of Accountancy, and certain State Insurance departments for continuing education (CE) credit. The program may also qualify for firm element requirements of the securities industry. See details in the Continuing Education Table.
"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, AAMS®Integrated Financial & Insurance Securities