AAMS Course Info. Examination Type: Final designation exam (online, timed) Continuing Education Requirements: 16 hours every 2 years. Verification, Complaints and Accreditation; Check Designation Status Online: Online at The Financial Designation Resource. Investor Complaint Process. The AAMS certification is granted by the College for Financial Planning, a unit of the Kaplan Company.The college oversees a large number of financial certification programs, including the Certified Financial Planner designation, one of the most valued certifications in the field.
New financial advisors need something to help them stand out. Consequently, the AAMS does just that. Designed for newcomers to the financial advice business, the AAMS trains advisors to identify investment opportunities as well as help clients with other financial goals. It also gives more experienced advisors a fast and simple way to learn more about asset management and improve their credentials. Here's how it works.
AAMS Defined
An Accredited Asset Management Specialist (AAMS) can advise clients on college savings, taxes, and retirement savings. The course and tests for this certification are designed to ensure advisors can assist clients with their complete financial needs. It emphasizes evaluating the client's assets and making appropriate recommendations.
The AAMS certification is granted by the College for Financial Planning, a unit of the Kaplan Company. The college oversees a large number of financial certification programs, including the Certified Financial Planner designation, one of the most valued certifications in the field.
AAMS Certification Requirements
To receive an AAMS, students first have to complete a 10-module education program provided by the College for Financial Planning. Then they have to pass an examination. Finally, they must agree to abide by a code of ethics and promise to continue their education.
The courses are online and can be delivered in self-study or instructor-led formats. Courses are open-enrollment, therefore students can begin at any time without waiting for the next session. The 10 modules cover the following material:
1.:The Asset Management Process
2. Risk, Return & Investment Performance
3. Asset Allocation & Selection
4. Investment Strategies
5. Taxation of Investments
6. Investing for Retirement
7. Deferred Compensation and Other Benefit Plans
8. Insurance Products for Investment Clients
9. Estate Planning for Investment Clients
10. Fiduciary, Ethical, and Regulatory Issues for Advisors
The College of Financial Planning provides everything necessary to study for and complete the modules and take the test. Students have access to the study materials and tests through an online portal.
Streaming video lectures, audio files, and interactive quizzes also can be found through the college's site. Meanwhile, students can access live classes online and contact professors with questions and issues.
The AAMS Test
To get the AAMS certification, students have to pass just one test. However, they have to make their first attempt at the test within six months of enrollment and pass it within a year.
The fee for the first attempt at taking the test is included in the course tuition. There are no prerequisites for signing up to take the AAMS course.
Time and Money Requirement
Tuition for the AAMS courses is $1,300. This includes the fee for the first attempt at passing the certification exam. It also includes all needed course materials. Each additional attempt costs $100.
Students employed with certain financial services firms may be able to get tuition discounts. The college may also provide scholarships.
The College for Financial Planning recommends students plan to spend 80 hours to 100 hours on the course. Since the course is self-study, this amount of time is flexible.
To maintain AAMS certification students have to commit to completing 16 continuing education credits every two years. Also, continuing education has to cover one or more of the topics covered in the AAMS coursework.
AAMS certificate holders also have to agree to follow a professional standard of conduct. As a result, they have to maintain integrity, objectivity, competency, confidentiality and professionalism in providing financial services.
AAMS Certificate Holder Jobs
AAMS certificates are generally earned by entry-level workers in the financial advice business. Consequently, AAMS holders are typically trainees. In some cases, they may provide support services to more experienced and highly credentialed advisors.
The AAMS designation does not confer any special powers or privileges. Instead, it's an optional credential that students may obtain to advance their careers and enhance their knowledge of financial advice.
Comparable Certifications
In addition to the AAMS, the College for Financial Planning offers an Accredited Wealth Manager Advisor (AWMA) certificate. This is a somewhat more advanced designation. As a result, it requires a course equivalent to three graduate level college credits and requires 90 hours to 135 hours to complete.
Chartered Mutual Fund Counselor (CMFC) is sponsored by the Investment Company Institute along with the College of Financial Planning. It is similar to the AAMS certificate except it focuses on mutual fund assets.
Accredited Financial Counselor (AFC) is a general personal finance advice certificate from the Association for Financial Counseling and Planning Education. First, it requires 1,000 hours of financial counseling experience. Secondly, it demands three letters of reference. Finally, applicants must both complete coursework and pass an exam.
Bottom Line
The AAMS designation is usually for newly minted financial advisors, but even experienced pros can use it to bulk up their credentials. The courses and tests associated with the AAMS teach advisors how to evaluate assets and make recommendations.
While this certification doesn't give an advisor any real powers, it's a sign that they can identify investment opportunities specific to their clients. Above all else, it can be a great relief to a client who has a child going to college or a retirement house on their wish list. As a result of obtaining an AAMS, and advisor can point them toward the right investments for their goals.
Investing Tips
- If you're looking to identify investment opportunities, consider using an AAMS as your advisor. Finding the right financial advisor that fits your needs doesn't have to be hard. SmartAsset's free tool matches you with financial advisors in your area in 5 minutes. If you're ready to be matched with local advisors that will help you achieve your financial goals, get started now.
- An AAMS can help you with college savings, taxes, and retirement savings if you know what your goals are. However, if you are unsure how much you want to invest, what your risk tolerance is, or how inflation and capital gains tax will affect your investment, SmartAsset's investing guide can help you take the first steps.
Photo credit: ©iStock.com/SARINYAPINNGAM, ©iStock.com/fizkes, ©iStock.com/Suwanmanee99
Innovate. Educate. Advocate.
VISION ZERO – Education. Awareness. Vigilance
Three key points that keep Vision Zero focused. Without any one of these, the other is nullified. Vision Zero was created by AAMS and the MedEvac Foundation International as a movement to decrease the accident rate through safety awareness, by addressing the essential components of building a industry culture of safety.
Public Relations savvy when you need it! Our staff is ready to be your advocate with the media and the public. Contact us at (703) 836-8732, or via e-mail at info@aams.org for more specific information on how we can help you.
Active committees, task forces, sections and special interest groups (SIG's), including but not limited to:
Aams For Mac Catalina
Critical Care Ground (CCG) SIG
Critical care ground providers within your community.
Director of Operations Section
Directors of Operations within your community.
New financial advisors need something to help them stand out. Consequently, the AAMS does just that. Designed for newcomers to the financial advice business, the AAMS trains advisors to identify investment opportunities as well as help clients with other financial goals. It also gives more experienced advisors a fast and simple way to learn more about asset management and improve their credentials. Here's how it works.
AAMS Defined
An Accredited Asset Management Specialist (AAMS) can advise clients on college savings, taxes, and retirement savings. The course and tests for this certification are designed to ensure advisors can assist clients with their complete financial needs. It emphasizes evaluating the client's assets and making appropriate recommendations.
The AAMS certification is granted by the College for Financial Planning, a unit of the Kaplan Company. The college oversees a large number of financial certification programs, including the Certified Financial Planner designation, one of the most valued certifications in the field.
AAMS Certification Requirements
To receive an AAMS, students first have to complete a 10-module education program provided by the College for Financial Planning. Then they have to pass an examination. Finally, they must agree to abide by a code of ethics and promise to continue their education.
The courses are online and can be delivered in self-study or instructor-led formats. Courses are open-enrollment, therefore students can begin at any time without waiting for the next session. The 10 modules cover the following material:
1.:The Asset Management Process
2. Risk, Return & Investment Performance
3. Asset Allocation & Selection
4. Investment Strategies
5. Taxation of Investments
6. Investing for Retirement
7. Deferred Compensation and Other Benefit Plans
8. Insurance Products for Investment Clients
9. Estate Planning for Investment Clients
10. Fiduciary, Ethical, and Regulatory Issues for Advisors
The College of Financial Planning provides everything necessary to study for and complete the modules and take the test. Students have access to the study materials and tests through an online portal.
Streaming video lectures, audio files, and interactive quizzes also can be found through the college's site. Meanwhile, students can access live classes online and contact professors with questions and issues.
The AAMS Test
To get the AAMS certification, students have to pass just one test. However, they have to make their first attempt at the test within six months of enrollment and pass it within a year.
The fee for the first attempt at taking the test is included in the course tuition. There are no prerequisites for signing up to take the AAMS course.
Time and Money Requirement
Tuition for the AAMS courses is $1,300. This includes the fee for the first attempt at passing the certification exam. It also includes all needed course materials. Each additional attempt costs $100.
Students employed with certain financial services firms may be able to get tuition discounts. The college may also provide scholarships.
The College for Financial Planning recommends students plan to spend 80 hours to 100 hours on the course. Since the course is self-study, this amount of time is flexible.
To maintain AAMS certification students have to commit to completing 16 continuing education credits every two years. Also, continuing education has to cover one or more of the topics covered in the AAMS coursework.
AAMS certificate holders also have to agree to follow a professional standard of conduct. As a result, they have to maintain integrity, objectivity, competency, confidentiality and professionalism in providing financial services.
AAMS Certificate Holder Jobs
AAMS certificates are generally earned by entry-level workers in the financial advice business. Consequently, AAMS holders are typically trainees. In some cases, they may provide support services to more experienced and highly credentialed advisors.
The AAMS designation does not confer any special powers or privileges. Instead, it's an optional credential that students may obtain to advance their careers and enhance their knowledge of financial advice.
Comparable Certifications
In addition to the AAMS, the College for Financial Planning offers an Accredited Wealth Manager Advisor (AWMA) certificate. This is a somewhat more advanced designation. As a result, it requires a course equivalent to three graduate level college credits and requires 90 hours to 135 hours to complete.
Chartered Mutual Fund Counselor (CMFC) is sponsored by the Investment Company Institute along with the College of Financial Planning. It is similar to the AAMS certificate except it focuses on mutual fund assets.
Accredited Financial Counselor (AFC) is a general personal finance advice certificate from the Association for Financial Counseling and Planning Education. First, it requires 1,000 hours of financial counseling experience. Secondly, it demands three letters of reference. Finally, applicants must both complete coursework and pass an exam.
Bottom Line
The AAMS designation is usually for newly minted financial advisors, but even experienced pros can use it to bulk up their credentials. The courses and tests associated with the AAMS teach advisors how to evaluate assets and make recommendations.
While this certification doesn't give an advisor any real powers, it's a sign that they can identify investment opportunities specific to their clients. Above all else, it can be a great relief to a client who has a child going to college or a retirement house on their wish list. As a result of obtaining an AAMS, and advisor can point them toward the right investments for their goals.
Investing Tips
- If you're looking to identify investment opportunities, consider using an AAMS as your advisor. Finding the right financial advisor that fits your needs doesn't have to be hard. SmartAsset's free tool matches you with financial advisors in your area in 5 minutes. If you're ready to be matched with local advisors that will help you achieve your financial goals, get started now.
- An AAMS can help you with college savings, taxes, and retirement savings if you know what your goals are. However, if you are unsure how much you want to invest, what your risk tolerance is, or how inflation and capital gains tax will affect your investment, SmartAsset's investing guide can help you take the first steps.
Photo credit: ©iStock.com/SARINYAPINNGAM, ©iStock.com/fizkes, ©iStock.com/Suwanmanee99
Innovate. Educate. Advocate.
VISION ZERO – Education. Awareness. Vigilance
Three key points that keep Vision Zero focused. Without any one of these, the other is nullified. Vision Zero was created by AAMS and the MedEvac Foundation International as a movement to decrease the accident rate through safety awareness, by addressing the essential components of building a industry culture of safety.
Public Relations savvy when you need it! Our staff is ready to be your advocate with the media and the public. Contact us at (703) 836-8732, or via e-mail at info@aams.org for more specific information on how we can help you.
Active committees, task forces, sections and special interest groups (SIG's), including but not limited to:
Aams For Mac Catalina
Critical Care Ground (CCG) SIG
Critical care ground providers within your community.
Director of Operations Section
Directors of Operations within your community.
Education & Standards Committee
Development and promotion of aviation/ operational/ clinical practice standards.
Fixed Wing SIG
For fixed wing providers within your community.
Pediatric Transport (KIDS) SIG
The voice of the children's transport programs within your community.
Download photoshop mac. Adobe Photoshop CS6 Keygen & Free DownloadAdobe Photoshop CS6 is discharged in May 2013 with the new innovative plan and upgraded highlights to make picture altering magnificent than at any other time, with a point of improved execution.
Public Affairs Committee
Your voice on Capitol Hill for regulatory, legislative and policy advocacy.
Membership Committee
Your voice within your Association, developing initiatives and setting membership priorities.
Safety Committee
Your voice for the development and promotion of clinical/operational safety practices.
DO YOU WANT TO GET INVOLVED?
AAMS is always welcoming new members and volunteers on committees, sections, SIG's, and task forces. Please contact the AAMS office at (703) 836-8732 for further information; our entire staff is waiting to help!
INNOVATION SPECIFICALLY FOR PROGRAMS AND OPERATORS
Case Management Resource Guide listings atsignificant savings – 30% for both print and online – to let your customers' know your program is there for them!
Free Guides for patients and their families, social workers, case managers and other representatives on how to choose providers and answer their questions through our client referral programs. AAMS' Fixed Wing Referral program, for example, has referred thousands of patients to AAMS' members over the years.
Significant discounts to a variety of educational conferences. These premiere events give you the opportunity to earn educational credits based on your profession in the community and to network with your peers from all over the world.
Air Medical Transport Conference (AMTC) – HOSTS NEARLY 2500 OF YOUR PEERS AND CUSTOMERS!
The annual AMTC provides up-to-date information on the latest techniques and innovative approaches to air medical practice from community experts while giving attendees lots of opportunities to earn continuing education credits. Top-notch keynoters and expanded educational offerings (including mechanics technical briefings, special information exchanges, new clinical sessions, scientific abstracts (aviation, clinical, communications and safety topics) make this the air and critical care ground medical transport one not to miss! The conference exhibit hall gives attendees the chance to learn about the newest technology and meet with service providers in the largest trade show for the air and ground medical transport community. Best of all of, the AMTC is the best place for medical transport professionals to network and learn from each other.
Medical Transport Leadership Institute (MTLI) – SELLS OUT EVERY YEAR!
An intensive continuing education experience and certification for individuals currently managing medical transportation services, those seeking management positions, and others with direct and indirect involvement who desire greater understanding of this dynamic profession. The Institute operates with a rigorous approach to competency-based education, utilizing formal classroom hours, mandatory participation, written testing and oral presentations. Graduates of the two-year program will receive certification as a Certified Medical Transport Executive (CMTE).
Safety Management Training Academy (SMTA) – The Academy provides formal continuing education for individuals (and their organizations) interested in improving their understanding of safety systems theory and the application of that theory to the practice of medical transportation. Students will gain expertise and practical skills through formal didactic and participatory sessions designed to instill creative thinking and decision-making. Participants also obtain valuable insight into real life challenges by networking with industry leaders. The Academy operates with a rigorous approach to competency-based education, utilizing formal classroom hours, mandatory student participation, written testing, and a code of professional conduct. Due to the demands of the program, students will be expected to complete out-of-classroom assignments. Graduates of the program will receive a certificate of completion, and will be invited to participate in more in-depth programs on specific safety management topics offered in the future.
Up-to-date information through complimentary subscriptions to our combined research and trade journal, Air Medical Journal, and our weekly newsletter communique, News on the Fly.
Numerouspublications designed to continually expand your knowledge of the air medical and critical care ground community as well as provide guidelines for standards that raise the bar on safety in our community. These publications include the Guidelines for Air Medical Crew Education, Accident/Incident Cumulative Data Report, Post Accident Resource Guide, the Media Relations Guide, and many, many more!
Research delivered free to you – from flight program data collection to membership surveys to supporting the community's foundations! Research abstracts are presented at the annual conference, and AAMS is taking the lead in operational and financial benchmarking for use in protecting and securing the air medical community's position within health care. Surveys have been conducted on hospital heliports, community salaries, member interests, transport fees, flight volumes, Medicare reimbursement, etc.
Aams For Mac Shortcut
Hands on approach to shaping the legislative and regulatory policies for the community. From supporting appropriate reimbursement of medical transports to fighting for federal exemptions from aviation taxes on fuel, AAMS ensures that its members have a voice in what is happening in our industry.
Aams For Mac Osx
Here's what is happening on Capitol Hill!