AWMA
Accredited Wealth Management Advisor℠ (AWMA®)
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ExploreAbout this exam
The Accredited Wealth Management Advisor℠ (AWMA®) is a professional designation offered through the College for Financial Planning®, a Kaplan Company, which describes itself as the nation's premier provider for graduate-level financial planning education and lists the AWMA® among its professional certification programs. The College delivers its programs 100% online, on your schedule, with options that include Live Online classes with interactive learning or self-paced programs, and it states that learners study with qualified faculty. The College reports that its expert faculty hold more than 150 years of combined industry experience and notes its history as the creator of the CFP® mark and a pioneer in online education; it also describes itself as an HLC-accredited school. The credential is designed for financial professionals who want to deepen their wealth management expertise and advance their careers; the College positions its professional certifications as stackable, noting that professional certifications can be applied toward CFP® certification education or a master's degree. Preparation is completed through the College's online designation curriculum, which lets working adults study on their own schedule or in scheduled interactive classes. Candidates should confirm current curriculum details, enrollment terms, and program requirements directly with the College before registering, since this page is an independent study resource and is not affiliated with, endorsed by, or sponsored by the College for Financial Planning or Kaplan.
What you'll study
About AWMA preparation
Who offers the AWMA® designation program?
The College for Financial Planning®, a Kaplan Company, lists the Accredited Wealth Management Advisor℠ – AWMA® among its professional certification programs. The College states that it is an HLC-accredited school and delivers programs 100% online. Confirm enrollment details and current program requirements directly with the College before registering.
Is the AWMA® program completed online?
The College states that you can pursue a professional certification 100% online, on your schedule. It offers Live Online classes with interactive learning or self-paced programs you complete on your own time with access to qualified faculty. Working adults can therefore choose the format that fits their schedule.
How long does the AWMA® program take to complete?
The source material does not state a completion time, course length, or enrollment window for the AWMA® program. Because these details are not published in the permitted source, candidates should ask the College directly about expected study hours, access periods, and any enrollment deadlines before planning a timeline.
What does the AWMA® exam cover?
The source material does not describe the AWMA® exam content, domain weights, or question count. Rather than rely on unverified outlines, candidates should request the current program syllabus and exam blueprint from the College and build a study plan around the topics it lists.
How much does the AWMA® program cost?
The source does not publish a program fee for the AWMA® designation. The College's site references tuitions and fees and institutional scholarships, so candidates should request a current cost sheet, ask about payment options, and check scholarship eligibility before enrolling.
Can I retake the AWMA® exam if I do not pass?
The source material does not state a retake policy, waiting period, or attempt limit for the AWMA® program. Candidates should confirm the retake rules, any associated fees, and any required waiting time with the College before sitting for the exam so there are no surprises.
How should I order my study for the AWMA® program?
Start with the official syllabus from the College, then sequence topics from foundational wealth management concepts to more complex planning applications. Build a weekly schedule that fits the self-paced or Live Online format you choose, and reserve the final weeks for review and practice rather than new material.
What are common reasons candidates struggle?
Typical failure modes include starting review too late, skipping practice under timed conditions, and memorizing isolated facts instead of connecting concepts across planning areas. Since the source does not publish pass rates or exam difficulty data, treat any difficulty claim with caution and focus on consistent, scheduled study.
Do AWMA® credits count toward other credentials?
The College states that its programs are stackable and that professional certifications can be used toward CFP® certification education or a master's degree. Candidates should confirm with the College exactly how AWMA® coursework applies to the specific credential or degree they are pursuing.
Is this page affiliated with the College for Financial Planning?
No. This page is an independent study resource and is not affiliated with, endorsed by, or sponsored by the College for Financial Planning or Kaplan. Program details, fees, and policies can change, so verify all information with the College before making enrollment decisions.