The AWMA℠ certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. 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.ĪWMA℠ Accredited Wealth Management Advisor™
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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. Contact Divorce Financial Solutions today to learn more about our Divorce Financial Planning and QDRO preparation services.AAMS™ Accredited Asset Management Specialist™ Divorce Financial Solutions is also a leading provider of Qualified Domestic Relation Orders (QDRO) for Massachusetts divorce cases.
Save time and money and consult with a specialist in divorce finances today. Whether you are pursuing divorce mediation, collaborative or contested divorce, our financial expertise will bring empowering clarity and efficiency to your divorce process. Divorce Financial Planningįinancial consulting services provided by Divorce Financial Solutions are conducive to all types of divorce, including high-net-worth divorce cases. Eliminate the guesswork and subjectivity surrounding divorce. We bring financial clarity and structure to a process often clouded by emotion, haste, and misinformation. Today, more and more individuals recognize the tangible benefits of working through the many aspects of divorce finances with a trained specialist.ĭivorce Financial Solutions provides specific financial advice as it relates to the division of marital income, assets, and debt pursuant to your divorce. In the past, many divorcing individuals placed their entire financial fate in the hands of divorce professionals who were trained in family law – not finance.
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