Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. 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.
© 2007-2018 College For Financial Planning. All Rights Reserved.
The following trademarks or federally registered service marks are owned by 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® | Financial Paraplanner Qualified ProfessionalTM or FPQPTM | Master Planner Advanced StudiesSM or MPAS®