Asset Management CE
Three high-level professional designations are offered under the asset management umbrella at the College:
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM or AAMS®
- ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM or ADPASM
- ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM or APMASM
- ACCREDITED WEALTH MANAGEMENT ADVISORSM or AWMA®
- CHARTERED MUTUAL FUND COUNSELORSM or CMFC®
As a graduate of our asset management programs, you are equipped to help clients grow, preserve and transfer their wealth and investments. This assortment of CE courses will help expand your horizons with information on such topics as Asset Allocation, The Economic Environment and Security Markets.
| Package Options | CE Credits | Price | |
|---|---|---|---|
| Asset Management Option 1 for AAMS®/AWMA® | |||
| Introduction to Mutual Funds | 3 | $30.00 | |
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| Open- and Close-End Funds: Types and Characteristics | 3 | $30.00 | |
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| Other Package Investment Products | 3 | $30.00 | |
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| Risk/Return: Part I | 3 | $30.00 | |
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| Selecting a Mutual Fund for a Client | 3 | $30.00 | |
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| Ethics, Integrity and Professional Conduct | 3 | $30.00 | |
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| TOTAL | 18 | $180.00 | |
| SPECIAL ALUMNI PRICING | $99.00 | ||
| Asset Management Option 2 for AAMS®/AWMA® | |||
| Investment Risk and Return | 4 | $40.00 | |
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| Income Tax Aspects of Securities | 3 | $30.00 | |
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| Fundamentals of Defined Contribution Plans | 3 | $30.00 | |
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| Estate Planning for Special Situations: Incapacity, Family Arrangements and Selecting Fiduciaries | 3 | $30.00 | |
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| Introduction to Life Insurance and Annuities | 4 | $40.00 | |
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| TOTAL | 17 | $170.00 | |
| SPECIAL ALUMNI PRICING | $93.50 | ||
| Package Options | CE Credits | Price | |
|---|---|---|---|
| Asset Management Option 1 for ADPASM | |||
| An Overview of Estate Planning | 3 | $30.00 | |
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| An Overview of Retirement Plan Distributions | 3 | $30.00 | |
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| Individual Retirement Accounts (IRAs) | 3 | $30.00 | |
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| Tax Planning | 3 | $30.00 | |
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| Planning for Incapacity, Disability and Long-Term Care | 3 | $30.00 | |
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| Planning for Retirement and Social Security | 3 | $30.00 | |
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| TOTAL | 18 | $180.00 | |
| SPECIAL ALUMNI PRICING | $99.00 | ||
| Package Options | CE Credits | Price | |
|---|---|---|---|
| Asset Management Option 1 for APMASM | |||
| Financial Crisis and the Great Recession of 2007-2009 | 2 | $20.00 | |
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| Introduction to Life Insurance and Annuities | 4 | $40.00 | |
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| Security Markets and The Economic Environment | 4 | $40.00 | |
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| Security Analysis | 3 | $30.00 | |
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| Regulatory and Ethical Considerations for Financial Planners | 3 | $30.00 | |
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TOTAL | 16 | $160.00 |
| SPECIAL ALUMNI PRICING | $88.00 | ||
| Package Options | CE Credits | Price | |
|---|---|---|---|
| Alumni Financial Planning Option 1 for CMFC® | |||
| The Asset Management Process | 3 | $30.00 | |
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| Risk, Return and Investment Performance | 3 | $30.00 | |
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| Investment Strategies | 3 | $30.00 | |
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| Risk Management and; Investment Issues for High Net Worth Clients | 3 | $30.00 | |
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| Income Tax and Executive Benefits Planning for High Net Worth Clients | 3 | $30.00 | |
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| Estate Planning for High Net Worth Clients | 3 | $30.00 | |
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| TOTAL | 18 | $180.00 | |
| SPECIAL ALUMNI PRICING | $99.00 | ||
| Alumni Financial Planning Option 2 for CMFC® | |||
| Security Markets and The Economic Environment | 4 | $40.00 | |
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| Investors, Policy and Change | 3 | $30.00 | |
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| Asset Allocation and Selection | 3 | $30.00 | |
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| Investment Opportunities for an Individual's Retirement | 3 | $30.00 | |
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| Investment Strategies | 3 | $30.00 | |
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| TOTAL | 16 | $160.00 | |
| SPECIAL ALUMNI PRICING | $88.00 | ||
The College for Financial Planning does not certify individuals to use the
CFP®, CERTIFIED FINANCIAL PLANNERTM and
marks.
CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.