Individuals who hold the ADPA® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. 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.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
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The following are federally registered service marks of the College for Financial Planning and may not be used without the express written consent of the College.
Accredited Asset Management SpecialistSM or AAMS® | Accredited Domestic Partnership AdvisorSM or ADPA® | Accredited Portfolio Management AdvisorSM or APMA® | Accredited Wealth Management AdvisorSM or AWMA® | Chartered Retirement Planning CounselorSM or CRPC® | Chartered Retirement Plans SpecialistSM or CRPS® | Chartered Mutual Fund CounselorSM or CMFC® | Master Planner Advanced StudiesSM or MPASSM | Registered ParaplannerSM or RP®