Accredited Asset Management Specialist℠ (AAMS®)
The AAMS® program provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments.
- Individuals who hold this designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues.
- Additionally, individuals must pass an exam that tests these concepts and their application to real-life situations.
Chartered Retirement Planning Counselor (CRPC®)
Individuals who hold the CRPC® designation have demonstrated their expertise in retirement planning for individuals.
- CRPC® professionals have completed a course of study encompassing pre- and post-retirement needs, asset management, and estate planning.
- They use models and techniques from real client situations while working through the retirement planning process.
- Additionally, individuals must pass an exam that tests these concepts and their application to real-life situations.