Training Course:Accredited Wealth Management Advisor (Certificate)School/Trainer:College for Financial Planning
Greenwood Village, Colorado, United States
Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced
Course Description:
'' Mention wealth management to your financially successful clients and they’ll have definite ideas about the real-world experience, sophisticated advice, and strategic guidance they expect from their advisor. You’ll find these topics covered in the AWMA® program. With this designation in your arsenal of knowledge you’ll be able to help clients capitalize on opportunities to preserve, grow, and transfer their wealth.
Your skills—augmented with knowledge from this program—will help you address complex financial issues faced by affluent clients. You’ll gain the confidence to optimize clients�investments to achieve their goals while minimizing investment volatility.
Plus, you’ll be able to address clients�ever-changing financial needs with:
Wealth strategies
Equity-based compensation plans
Tax reduction alternatives
Asset protection alternatives
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.cffp.edu/
Phone:800-237-9990
School Address/Venue(s):
Administrative Offices
8000 E. Maplewood Ave.
Suite 200
Greenwood Village, CO 80111
Jobs & Resumes: Greenwood Village
Houses & Roommates: Greenwood Village
Search other schools for Accredited Wealth Management Advisor training resources.
Other training courses offered by College for Financial Planning:
CFP
Financial Planning Process & Insurance
Investment Planning
Income Tax Planning
Retirement Planning & Employee Benefits
Estate Planning
CFP Certification Examination Review
Foundations in Financial Planning
Accredited Asset Management Specialist
Chartered Mutual Fund Counselor
Chartered Retirement Planning Counselor
Chartered Retirement Plans Specialist
Personal Financial Planning Certificate
Retirement Planning Certificate
Estate Planning Certificate
Financial Analysis Level I Certificate
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