This badge was issued to Kollin Allard on 27 Sep 2022.
Expires on 27 Sep 2024
Sports & Entertainment Accredited Wealth Management Advisor™ or SE-AWMA™ Professional Designation
Issued by
College for Financial Planning
Individuals who hold the SE-AWMA™ designation have completed a course of study encompassing qualitative planning, trusts, investments, cash flow, budgeting, tax planning, business planning, estate planning, employee and retirement benefits for high-net-worth sports and entertainment clients. 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.
- Type Certification
- Level Advanced
- Time Months
- Cost Paid
Skills
- Asset Allocation
- Budgeting
- Business Planning
- Cash Flow
- Employee Retirement Benefits
- Estate Planning
- Ethics
- Financial Advisor
- Financial Risk Management
- High-Net Worth
- Investment Management
- Investment Policy
- Investment ROI
- Investment Strategies
- Personal Wealth Management
- Qualitative Planning
- Taxation
- Trusts
- Wealth Management
Earning Criteria
Standards
The College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).
The College for Financial Planning has been authorized by the Colorado Commission on Higher Education (CCHE) to offer instruction for and to grant the Master of Science (MS) and Master of Science in Finance (MSF) degrees.
The North American Securities Administrators Association (NASAA) and numerous states have enacted regulations or legislation dealing with the use of “senior” designations used by financial planning practitioners, to separate designations that have credible requirements and academic rigor from those that have less stringent or no requirements.