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AAMS® - Accredited Asset Management Specialist®

Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

For more information on our AAMS®  - Accredited Asset Management Specialist® accreditations, call or contact us at Executive Wealth Management today.

Reference: CFFP Designations - Designations. https://www.cffpdesignations.com/Designation

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