New Financial Designation is Geared towards Serving High Net Worth Clients | AccountingWEB

New Financial Designation is Geared towards Serving High Net Worth Clients

The College for Financial Planning (CFP) recently announced it’s enrollment for the College’s new Accredited Wealth Management Advisor (AWMA) Designation, is now open.

John Sears, College President said, "As the leader in financial planning education, we are proud to offer this innovative new program for those who have high net worth clients and wish to serve them better, or financial professionals who seek to add high net worth clients."

Enrollees on track to receive the Accredited Wealth Management Advisor Designation will receive instruction in asset management, allocation and selection; investment performance and strategies; and taxation of investment products. The course also includes training in investment for retirement, strategies for small business owners, and the management of deferred compensation plans. In addition, instruction will cover insurance, estate planning, asset protection, and tax reduction issues.

For more information on the Accredited Wealth Management Advisor Designation, contact the College for Financial Planning on the web at www.fp.edu or call (800) 237-9990 and select Option 3.

College for Financial Planning courses are available in print for self-study, online, or in the classroom.

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