What is an accredited asset management specialist (AAMs)?

An Accredited Asset Management Specialist (AAMS) helps clients save for higher education, figure out their taxes and make a retirement plan. To obtain an AAMS, advisors take classes and exams for their certification and learn how to give advice based on an assessment of their client’s assets.

What is the AAMS program?

The AAMS program began in 1994 and is taught exclusively online using the CFP's platform. The College for Financial Planning (owned by Kaplan) is a financial education provider for working adults in the financial services industry.

What is a Certified Financial Planner (AAMs)?

An AAMS is a financial advisor certified by the College of Financial Planning to advise clients about personal finances, asset management, and investments. It is a challenging course of study for those unfamiliar with investing and assets, but it is also a stepping stone for achieving the highly coveted Certified Financial Planner designation.