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AWMA®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.
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ChFC®The ChFC® designation is a financial planning credential awarded by the American College to individuals who satisfy its educational, work experience and ethics requirements. Recipients of the ChFC® certification have completed at least seven mandatory college-level courses in the areas of financial, insurance, retirement and/or estate planning, as well as income taxation and/or investments. Additionally, recipients have completed at least two elective courses on the financial system, estate planning applications, executive compensation, and/or retirement decisions. In order to maintain the designation, ChFC® holders must satisfy the ongoing requirements of the Professional Achievement in Continuing Education (“PACE”) Recertification Program, which includes 30 hours of continuing education at least every two years.
