Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Accredited Asset Management Specialist (AAMS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization College for Financial Planning
Qualification and Educational Requirements


Education Requirements

AAMS Course Info

Examination Type

Final designation exam (online, timed)

Continuing Education Requirements

16 hours every 2 years

Verification and Complaints
Check Designation Status Online

Online at The Financial Designation Resource

Investor Complaint Process

Complaint Form online at Standards of Professional Conduct (under "Complaint Procedures"). Completed form must be mailed or faxed to CFFP.

Published List of Disciplined Designees

Online at Standards of Professional Conduct, Disciplinary Actions (under “Disciplinary Actions”)