Asset Management CE
Three high-level professional designations are offered under the asset management umbrella at the College:
- ACCREDITED WEALTH MANAGEMENT ADVISORSM or AWMA®
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM or AAMS®
- 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 | |
|---|---|---|---|
| Alumni Financial Planning Package for AAMS®/AWMA® | |||
| Introduction to Mutual Funds | 3 | $30.00 | |
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| Open- & Close-End Funds: Types & 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 & Professional Conduct | 3 | $30.00 | |
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| TOTAL | 18 | $180.00 | |
| SPECIAL ALUMNI PRICING | $99.00 | ||
| Package Options | CE Credits | Price | |
|---|---|---|---|
| Alumni Financial Planning Package for CMFC® | |||
| The Asset Management Process | 3 | $30.00 | |
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| Risk, Return & Investment Performance | 3 | $30.00 | |
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| Investment Strategies | 3 | $30.00 | |
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| Risk Management & Investment Issues for High Net Worth Clients | 3 | $30.00 | |
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| Income Tax & 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 |
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.