AWMA® or Accredited Wealth Management Advisor℠
Course
Online
Description
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Type
Course
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Methodology
Online
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Duration
Flexible
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Online campus
Yes
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Delivery of study materials
Yes
The AMWA® program is designed for advisors who want to better address the unique needs of high net worth clients. With this designation in your arsenal of knowledge you’ll be able to help clients capitalize on opportunities to preserve, grow, and transfer their wealth. You’ll gain the confidence to optimize clients’ investments to achieve their goals while minimizing investment volatility. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning. There is also an entire module specifically dedicated to the fiduciary and regulatory issues facing advisors.
Reviews
Subjects
- Risk
- Access
- Investment
- Finance
- Financial
- Planning
- Accredited
- IT risk
- Wealth Management
- Financial Training
- Tax
Course programme
The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.
When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.
All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.
Course Topics:
Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program.
Module 1. Getting to Know Your High Net Worth Client
- Chapter 1. Who is the high net worth client?
- Chapter 2. Establishing Trust
- Chapter 3. Teamwork
- Chapter 4. Meeting the Client’s Goals
Module 2. Investment Risk, Return, and Performance
- Chapter 1. Risk
- Chapter 2. The Risk/Return Relationship
- Chapter 3. Managing Risk in Portfolios
- Chapter 4. Measuring Investment Performance
Module 3. Advanced Investment Products and Strategies
- Chapter 1. Investment Strategy
- Chapter 2. Real Estate
- Chapter 3. Hedge Funds
- Chapter 4. Private Equity and Managed Futures
- Chapter 5. Addressing the Impact of Behavioral Finance
Module 4. Considerations for Business Owners
- Chapter 1. The Legal Forms of Doing Business
- Chapter 2. Retirement Plans
- Chapter 3. Property and Liability Risk Issues for High Net Worth Clients
- Chapter 4. Personal, Security, and Professional Risks
- Chapter 5. Life and Disability Insurance for the Wealthy Client
- Chapter 6. Exit Planning for the Small Business Owner
Module 5. Income Tax Planning for High Net Worth Clients
- Chapter 1. Tax Planning Situations
- Chapter 2. Taxes and Investments
Module 6. Executive Benefits Planning for High Net Worth Clients
- Chapter 1. Introduction to Nonqualified Plans
- Chapter 2. Methods of Funding
- Chapter 3. Types of Nonqualified Plans Used for Retirement Funding
- Chapter 4. Nonqualified Deferred Compensation Plans and Taxation
- Chapter 5. Other Forms of Executive Compensation
Module 7. Estate Planning for High Net Worth Clients
- Chapter 1. The Nature of Estate Planning
- Chapter 2. Federal Transfer Taxes
- Chapter 3. Inter Vivos and Testamentary Transfers
- Chapter 4. Tax Reduction Techniques
- Chapter 5. Asset Protection Strategies
- Chapter 6. Business Succession Planning
Module 8. Fiduciary and Regulatory Issues for Financial Services Professionals
- Chapter 1. History of U.S. Financial Regulation
- Chapter 2. Forces Changing Financial Services
- Chapter 3. The Fiduciary Standard
- Chapter 4. Formal Ethical Codes and the Investment Professional
AWMA® or Accredited Wealth Management Advisor℠