Accredited Asset Management Specialist
AAMS®, Accredited Asset Management Specialist:
Bradford Creger earned the AAMS® designation in January 2001. The AAMS® program began in 1994 and is now taught exclusively online by the College for Financial Planning. The AAMS® self-study program consists of 10 modules as well as case studies based on real-life scenarios, which are designed to prepare Designees for effectiveness in the real world.
The AAMS® program covers the following topics:
- The Asset Management Process;
- Risk, Return & Investment Performance;
- Asset Allocation & Selection;
- Investment Strategies;
- Taxation Of Investments;
- Investing For Retirement;
- Deferred Compensation And Other Benefit Plans;
- Insurance Products For Investment Clients;
- Estate Planning For Investment Clients; And
- Fiduciary, Ethical And Regulatory Issues For Advisors.
The above description was taken from the College for Financial Planning website and/or Investopedia. Please feel free to click the links or download the “What You Need to Know About the AAMS® Designation” brochure to find out more about the advantages of working with an AAMS® Designee.