AIF ® designees must complete training and annual continuing professional education requirements and attest to a code of ethics.ĪPMA™ Accredited Portfolio Management Advisor™ The Accredited Investment Fiduciary® (AIF®) designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. The AEP ® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU ®, CFP ® certificant or ChFC ®.
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. 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. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.ĪDPA™ Accredited Domestic Partnership Advisor™ The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. AAMS™ Accredited Asset Management Specialist™
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