Accredited Asset Management Specialist - AAMS

A professional designation awarded by the College for Financial Planning to financial professionals who successfully complete a self-study program, pass an exam and agree to comply with a code of ethics. Successful applicants earn the right to use the AAMS designation with their names for two years, which can improve job opportunities, professional reputation and pay. Every two years, AAMS professionals must complete 16 hours of continuing education and pay a fee to continue using the designation. The AAMS program is developed in conjunction with some of the nation’s top investment firms. Applicants study case studies based on real-life scenarios designed to prepare them to be effective in the real world and build lasting relationships with clients.

The self-study program covers the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues. Individuals with the AAMS designation may work as financial advisors, registered investment advisors, registered representatives, client relationship managers, financial consultants or investment advisors.


Investment dictionary. . 2012.

Look at other dictionaries:

  • Computacenter — Type Public (LSE: CCC) Industry …   Wikipedia

  • Professional certification — Professional certification, trade certification, or professional designation, often called simply certification or qualification, is a designation earned by a person to assure qualification to perform a job or task. Many certifications are used… …   Wikipedia

  • Actuary — Damage from Hurricane Katrina. Actuaries need to estimate long term averages of such damage in order to accurately price property insurance and set appropriate reserves. Occupation Names Actuary …   Wikipedia

  • Financial adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em …   Wikipedia

  • Information Systems Examination Board — Infobox Non profit Non profit name = ISEB Non profit Non profit type = location = area served = UK and worldwide focus = homepage = [http://www.bcs.org/iseb www.bcs.org/iseb] ISEB ( [http://www.bcs.org/server.php?show=nav.001010002 Information… …   Wikipedia

  • University of Edinburgh Business School — Established 1918 Type Public Head of School Professor Nick Oliver Academic staff ca 100 Undergraduates 880 …   Wikipedia

  • London Business School — Infobox University name = London Business School image size = 100px established = 1964 city = London country = United Kingdom type = Business School website = http://www.london.edu dean = Robin Buchanan students = 1,495 campus = Urban colours… …   Wikipedia

  • Social Protection — ▪ 2006 Introduction With medical costs skyrocketing and government programs scaled back, citizens bore more responsibility for their health care costs; irregular migration, human trafficking, and migrant smuggling posed challenges for… …   Universalium

  • The American College (Pennsylvania) — The American College Established 1927 Type Private distance learning university President Dr. Laur …   Wikipedia

  • University of Central Florida — UCF redirects here. For other uses, see UCF (disambiguation). Coordinates: 28°36′06″N 81°12′02″W / 28.6016°N 81.2005°W / …   Wikipedia

  • Professional certification (computer technology) — Professional certifications in computer technology are non degree awards made to those who have achieved qualifications specified by a certifying authority. Depending on the particular certification, qualifications may include completing a course …   Wikipedia

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”

We are using cookies for the best presentation of our site. Continuing to use this site, you agree with this.