AWMA® Certification

The AWMA® certification is a wealth management credential awarded by the College for Financial Planning® to individuals who meet its education, examination and ethics requirements. Recipients of the AWMA® designation have completed the AWMA® Professional Designation Program, which requires ongoing adherence to the Code of Ethics, the completion of 15 modules addressing areas such as asset management, investment performance and the taxation of investment products, and the passage of a comprehensive, closed-book financial examination. In order to maintain the designation, certificants are required to complete 15 hours of continuing education every two years and reaffirm their adherence to the Standards of Professional Conduct.