What is the AWMA® Designation?
AWMA® stands for Accredited Wealth Management Advisor. It's a professional designation offered by the College for Financial Planning that focuses on comprehensive wealth management strategies for affluent clients.
The AWMA® designation is designed for financial professionals who work with high-net-worth individuals and families, emphasizing sophisticated wealth management techniques and strategies.
Core Focus & Key Topics
- Advanced wealth management principles
- Estate and gift tax planning strategies
- Trust planning and administration
- Business succession planning
- Charitable giving strategies
- Tax-efficient wealth transfer techniques
- Risk management for affluent clients
- Alternative investments and portfolio diversification
- Retirement planning for high-net-worth individuals
- Family wealth governance and multi-generational planning
Requirements and Continuing Education
Candidates must complete a comprehensive self-study program followed by a proctored examination. The coursework typically takes several months to complete and covers both theoretical concepts and practical applications.
The designation requires ongoing continuing education credits to maintain certification, ensuring professionals stay current with changing tax laws, regulations, and wealth management strategies.
Who Benefits from AWMA® Expertise?
The AWMA® is intended for financial advisors, wealth managers, private bankers, and other professionals who specialize in serving high-net-worth clients with complex financial needs.
This designation emphasizes the unique challenges and opportunities that come with managing significant wealth, including sophisticated tax planning, estate preservation, and multi-generational wealth transfers.
KDI Financial Advisor, Diane Greer, CRPC®, AIF®, AWMA® brings this specialized credential to our team!
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