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Accredited Asset Management Specialist (AAMS)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization College for Financial Planning – a Kaplan Company
Qualification and Training Requirements


Designation Training Requirements

Online self-study AAMS course and exam to be completed within 120 days of receiving program access; instructor-led option based on availability

Designation Exam Type

Online, closed-book final exam

Continuing Education Requirements

16 hours every two years

Verification and Complaints
Online Designation Resource

Online at Find a Financial Advisor

Investor Complaint Process

Complete complaint form, and send it via mail to the College for Financial Planning, Attn: Ethical Conduct Committee, 9000 E. Nichols Ave, Ste 200, Centennial, CO 80112, or fax to 602-626-2466.

Published List of Disciplined Designees

Online under Standards of Conduct - Disciplinary Actions