www.kaplanfinancial.com Open in urlscan Pro
3.140.132.74  Public Scan

Form analysis
0 forms found in the DOM

Text Content

IndividualsBusinessesUniversities
Sign In

Wealth Management
CFP® Certification

Professional Designations

Master's Programs

Renewals

CE

FAQ

Blog

Resources

Sign In

--------------------------------------------------------------------------------

Individuals
 * Insurance Licensing
 * Insurance Continuing Education
 * Securities Licensing
 * CFP® Certification
 * Accounting Continuing Education
 * Wealth Management
 * Professional Development
 * Blog
 * Contact Us
 * About Kaplan
 * Help
 * FAQs

--------------------------------------------------------------------------------

Businesses
Universities

Wealth Management
AWMA®
Show Wealth Management Items
AWMA® Designation
(edit)
EnrollWhy PursueRenewalStudent Login


ACCREDITED WEALTH MANAGEMENT ADVISORSM - AWMA®

AWMA® Professional Designation Program
$1,300.00

Choose Your Options

The Accredited Wealth Management AdvisorSM, or AWMA® program, is a designation
program for financial professionals. The program is designed for advisors who
want to better address the unique needs of high net worth clients. The program’s
one-of-a-kind curriculum contains sections dedicated to behavioral finance,
working with small business owners, and succession/exit planning. 

Choose your learning modality and complete your AWMA® designation program.

 * Live Online Classes
   Our Live Online classes are best for individuals who prefer a structured
   schedule of instructor-led classes to stay on track with completing the
   program and the advantages of active learning features only possible in a
   live learning community. Features such as the following help you participate
   in the learning process, enabling you to apply new skills more quickly into
   your client interactions:
   * Interactive infographics
   * Activities using whiteboards
   * In-class polls as part of knowledge checks
   * Additional handouts to reinforce learning
   * Real-time access to instructors to ask questions or get clarifications on
     challenging concepts

Because this option is structured-pace, classes begin at certain times of the
year.

 * OnDemand Classes
   Our OnDemand classes are best for individuals who need the flexibility to
   complete a professional designation program at their own pace based on their
   busy schedule. Your online learning platform will guide you through all your
   course-related activities, from reading assignments, recorded video lectures
   and module quizzes to your final exam.

Because this option is self-paced, you can begin the program at any time. 

The AWMA® designation streamlines the cost and time toward your next credential.
As you advance your career, the College recognizes the time and investment it
takes to earn industry-recognized credentials. Upon completion of the AWMA®,
graduates earn direct credit for:

 * Course FP513 in the College's CFP® certification education program.
 * One elective course in the College’s Master of Science Degree in Personal
   Financial Planning.

Plus, completion of professional designations programs can also help you fulfill
continuing education (CE) requirements:

 * If you are a CFP® professional, all designation programs (except the WMS® and
   LUTCF® programs) fulfill 28 hours of CE as part of your CFP® certification
   renewal.
 * If you currently hold a professional designation from the College, completion
   of a new professional designation fulfills CE hours as part of the renewal of
   your current designation.


THE AWMA® DESIGNATION PACKAGE INCLUDES: 


Your Choice of Live Online or OnDemand Classes
Choose between Live Online or OnDemand classes to complete your program.

 

Live Online Classes

Our Live Online classes are best for individuals who prefer a structured
schedule of instructor-led classes to stay on track with completing the program
and the advantages of active learning features only possible in a live learning
community. Features such as the following help you participate in the learning
process, enabling you to apply new skills more quickly into your client
interactions:
 * Interactive infographics
 * Activities using whiteboards
 * In-class polls as part of knowledge checks
 * Additional handouts to reinforce learning
 * Real-time access to instructors to ask questions or get clarifications on
   challenging concepts

Because this option is structured-pace, classes begin at certain times of the
year.

OnDemand Classes

Our OnDemand classes are best for individuals who need the flexibility to
complete a professional designation program at their own pace based on their
busy schedule. Your online learning platform will guide you through all your
course-related activities, from reading assignments, recorded video lectures and
module quizzes to your final exam.

 

Because this option is self-paced, you can begin the program at any time.  




























AWMA® Course Topics
• Getting to Know Your High Net Worth Client
• Investment Risk, Return, and Performance
• Advanced Investment Products and Strategies
• Considerations for Business Owners
• Income Tax Strategies for High Net Worth Clients
• Executive Benefits Planning for High Net Worth Clients
• Estate Planning for High Net Worth Clients
• Fiduciary and Regulatory Issues for Financial Services Professionals










Textbooks

Electronic textbooks are your primary resource for course content. You will
receive an electronic VitalSource eBook as part of the package price. eBooks in
the ePub format that are compatible with Apple iPad and MOBI/Kindle will also be
available on your student dashboard. 
 
Printed textbooks are available as an add-on to your package for $150 plus tax
and shipping. 






Module Quizzes

Module Quizzes, located at the end of each unit in your program, are designed to
gauge your comprehension of the material. Students must complete the 30-question
quiz for each module (or 20-question quiz if you are pursuing the ADPA® program)
before moving to the next module. For questions answered incorrectly, correct
answers with detailed rationale are provided to help improve your comprehension.


Practice Exam

The Practice Exam is designed to closely replicate the Final Exam experience in
terms of the degree of difficulty, timing, format, and topical coverage. This
exam can be taken twice and provides unique practice questions that you haven’t
seen at this point in your studies. The Practice Exam is a sound indicator of
how you will perform on your Final Exam. It allows you to see areas of strength
and weakness on your Performance Tracker. 

Final Exam

 

For the AAMS®, APMA®, AWMA® ,CRPC® , CSRIC®  and FPQP®  designations:
To pass the designation program, you must achieve a score of 70% or higher on
the Final Exam. Students have an allotted time of 3 hours to take the Final Exam
and a maximum of two attempts to pass the Final Exam. 


The grade earned on the Final Exam reflects your overall grade for the
designation program.


For the ABFPSM, ADPA®, LUTCF®  and WMSSM  designations:
To pass the designation program, you must achieve a score of 70% or higher on
the Final Exam. Students have an allotted time of 2 hours to take the Final Exam
and a maximum of two attempts to pass the Final Exam. 


The grade earned on the Final Exam reflects your overall grade for the
designation program.



 









 






COURSE SESSIONS

Check back for when the next Live Online classes will be offered. Students who
enroll in Live Online classes will receive online access 20 days prior to the
first class date.

For OnDemand classes, you can enroll and begin pre-recorded class lectures at
any time.





FREQUENTLY ASKED QUESTIONS ABOUT THE AWMA®  DESIGNATION

WHO SHOULD ENROLL IN THE AWMA® DESIGNATION PROGRAM?


The AWMA® designation program is designed for experienced advisors who currently
work with or wish to work with high net worth clients.
 
 * Experienced advisors who desire financial planning credentials to advance
   their career
 * Producers who are transitioning from product sales into offering a broader
   range of services
 * Advisors with a broad financial knowledge who wish to specialize in the
   unique needs of high net worth clients
 * Advisors who wish to pursue the CFP® certification or a master of science
   degree at a later date




HOW LONG DO I HAVE TO COMPLETE A PROFESSIONAL DESIGNATION PROGRAM?


For all designation programs except LUTCF®
Students in all professional designation programs except LUTCF® have 120 days
from the date they are provided online access to complete a designation program
(including testing and passing the Final Exam). 
 * Students who enroll in Live Online classes will receive online access 20 days
   prior to the first class date.
 * Students who enroll in OnDemand classes will receive online access
   immediately after they enroll.

If you need to extend your program, extensions of up to 60 days are available at
a fee.  Extensions requests must be received on or before the fourteenth day
following the course end date. Fees are non-refundable.


For the LUTCF® program
Students have 180 days from the date they are provided online access to complete
a course in the three-course LUTCF® program (including testing and passing the
Final Exam). 
 * Students who enroll in Live Online classes will receive online access 20 days
   prior to the first class date.
 * Students who enroll in OnDemand classes will receive online access
   immediately after they enroll.


If you need to extend your program, extensions of up to 60 days are available at
a fee.  Extensions requests must be received on or before the fourteenth day
following the course end date. Fees are non-refundable.



 

 

HOW MANY QUESTIONS ARE ON THE AWMA® FINAL EXAM?


The Final Exam for the AWMA® program contains 80 questions. 


Students have an allotted time of 3 hours to take the Final Exam and a maximum
of two attempts to pass the Final Exam.

WHAT IS THE PASSING SCORE FOR A PROFESSIONAL DESIGNATION PROGRAM’S FINAL EXAM?



A passing score on the Final Exam is a score of 70% or higher. The grade earned
on the Final Exam reflects your overall grade for the designation program.

A score of 70% or better is required to pass all professional designation final
exams. Students who do not earn a minimum of 70% after the allotted number of
final exam attempts will be required to re-enroll in the professional
designation course, pursuant to the Professional Designation Re-Enrollment
Policy.




ONCE I COMPLETE THE DESIGNATION PROGRAM, CAN I BEGIN USING THE DESIGNATION
MARKS?



After a student successfully completes the academic requirements of the
professional designation program, students are notified via email (typically
within 48 hours of course completion) to apply for authorization to use the
applicable certification marks in accordance with the designation requirements.
You can also apply for authorization through home.kaplanlearn.com. Continued use
of certification marks is subject to compliance with ongoing renewal
requirements.

























WHAT IS THE RENEWAL REQUIREMENT FOR A PROFESSIONAL DESIGNATION?


For all professional designation holders except LUTCF®
All professional designation holders (except LUTCF®) are responsible for
completing 16 hours of continuing education (CE) credits every two years. A $95
renewal fee is also required every two years.


For LUTCF® designation holders 

All LUTCF® designation holders are responsible for completing 3 hours of Ethics
continuing education every two years.

A $50 renewal fee is also required every two years. 

Learn more about your renewal options at this link: Renew Your Professional
Designation


OFFER THE AWMA®  PROGRAM TO YOUR EMPLOYEES

Kaplan offers enterprise business solutions to keep your most valuable resources
working smarter.

Kaplan for Business

 * History
 * Contact Us
 * FAQS
 * Help
 * Return Policy
 * Privacy Policy
 * Policies & Procedures
 * ADA Policy

 * 
 * 
 * 

LICENSING
 * Insurance Licensing
 * Securities Licensing
 * Real Estate Licensing

WEALTH MANAGEMENT
 * CFP® Certification
 * Professional Designations

MASTERS PROGRAM
 * Personal Financial Planning

CONTINUING EDUCATION
 * Insurance Continuing Education
 * Accounting Continuing Education
 * Real Estate Continuing Education

PROFESSIONAL DEVELOPMENT
 * Insurance PD
 * Fraternals

ARCHITECTURE & ENGINEERING
 * Architecture
 * Engineering

ADVANCED DESIGNATIONS
 * CFA® - Chartered Financial Analyst®
 * CAIA® - Chartered Alternative Investment Analyst
 * FRM® - Financial Risk Manager

PROFESSIONAL CERTIFICATES
 * JIA - Junior Investment Analyst

WHOLESALE REAL ESTATE
 * Dearborn Real Estate Education

IT TRAINING
 * IT & Cyber Training

KAPLAN COMPANIES
 * Kaplan, Inc.
 * Kaplan Test Prep
 * Kaplan Financial UK
 * Kaplan Solutions


© 2022 Kaplan, Inc. All Rights Reserved









Sumo