San Diego Office

2221 Camino Del Rio South,

Suite 307
San Diego, CA 92108

AAMS® Designation

The Accredited Asset Management Specialist (AAMS) is a professional designation awarded by the College for Financial Planning to financial professionals who complete a self-study program, pass an exam, and agree to comply with a code of ethics. The Accredited Asset Management Specialist (AAMS) professional designation is recognized as an industry benchmark for asset management credentials and is endorsed by the top financial firms. Accredited asset management specialist (AAMS) is a designation program for financial advisors with a special focus on asset management. The designation prepares advisors to evaluate and recommend a broad range of investment opportunities and analyze their overall implications on a portfolio.