This badge was issued to Julie Lobaza on 27 Jul 2022.
Expires on 27 Jul 2026
Accredited Wealth Management Advisor™ or AWMA™ Professional Designation
Issued by
College for Financial Planning
Individuals who hold the AWMA™ designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
- Type Certification
- Level Advanced
- Time Months
- Cost Paid
Skills
Earning Criteria
Standards
The College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).
The College for Financial Planning has been authorized by the Colorado Commission on Higher Education (CCHE) to offer instruction for and to grant the Master of Science (MS) and Master of Science in Finance (MSF) degrees.
The North American Securities Administrators Association (NASAA) and numerous states have enacted regulations or legislation dealing with the use of “senior” designations used by financial planning practitioners, to separate designations that have credible requirements and academic rigor from those that have less stringent or no requirements.