Professional Designations

More Professional Designations

Accredited Asset Management Specialist (AAMS)

For: Financial advisors broadening expertise in investments, insurance, and estate planning.
Exam: 80-100 multiple-choice questions, 3 hours.
Passing Rate: Around 70%.
Why: Expands client opportunities and enhances holistic financial advice.

Accredited Behavioral Finance Professional (ABFP)

For: Advisors interested in integrating psychology into financial planning.
Exam: 80-100 questions, scenario-based.
Passing Rate: 60-70%.
Why: Enables deeper client understanding and better decision-making.

Accredited Domestic Partnership Advisor (ADPA)

For: Advisors assisting domestic partnerships with financial planning.
Exam: 80-100 questions, 3 hours.
Passing Rate: 70%.
Why: Specializes in handling unique financial challenges for domestic partners.

Accredited Portfolio Management Advisor (APMA)

For: Advisors focused on portfolio management strategies.
Exam: 80-100 multiple-choice questions.
Passing Rate: Approximately 70%.
Why: Offers advanced portfolio creation and maintenance skills.

Accredited Wealth Management Advisor (AWMA)

For: Advisors managing complex financial issues for affluent clients.
Exam: 80-100 questions.
Passing Rate: 65-70%.
Why: Optimizes client investment strategies for long-term goals.

Chartered Retirement Planning Counselor (CRPC)

For: Advisors specializing in pre- and post-retirement planning.
Exam: 80-100 questions.
Passing Rate: 70%.
Why: Offers a comprehensive approach to retirement and estate planning.

Chartered Retirement Plans Specialist (CRPS)

For: Advisors focusing on company retirement plans.
Exam: 80-100 questions.
Passing Rate: 70%.
Why: Delivers strategies for implementing tailored retirement plans.

Chartered SRI Counselor (CSRIC)

For: Advisors working with sustainable and impact investments.
Exam: 80-100 questions.
Passing Rate: 65-70%.
Why: Equips you to cater to growing demand for responsible investing.

Foundations in Financial Planning (FPQP)

For: Beginners learning financial planning basics.
Exam: 80-100 questions.
Passing Rate: 70%.
Why: Builds foundational knowledge in financial planning processes.

Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA)

For: Advisors managing high-net-worth clients in sports and entertainment.
Exam: 80-100 questions.
Passing Rate: 70%.
Why: Prepares you to handle the unique financial needs of sports and entertainment professionals.