SE-AWMASM Designation
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Top 5 Benefits of Earning the
SE-AWMA® Designation

Learn how you can become an expert in addressing the specialized needs of high-net-worth clients in sports and entertainment with the SE-AWMA® designation.

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Reinforce Credibility:

The SE-AWMA® designation is the first and only professional designation from an accredited college or university that prepares advisors to address the sophisticated financial planning needs of high-net-worth sports and entertainment clients.  

Skills that Benefit You and Your Clients:

Gain specialized knowledge to address the unique circumstances and financial planning needs of clients in these niche segments. This will distinguish you from other advisors and help expand your client base.

 

72% of professionals surveyed with specialized financial designations such as the SE-AWMA® designation reported an increase in their client base after earning their most recent professional designation.

Enhance Client Interactions:

Earning the SE-AWMA® designation will enhance your client interactions and planning advice through an improved understanding of the qualitative factors and characteristics demonstrated by high-net-worth individuals.

Stackable Credits:

SE-AWMA® designees receive credit for the completion of FP513 in our CFP® certification education program or receive credit for an elective in our MS Degree in Personal Financial Planning program. This allows you to save both time and money while pursuing multiple credentials.

Fulfill Continuing Education Requirements:

For CFP® professionals who must complete continuing education requirements as part of certification renewal, SE-AWMA® program completion fulfills 28 hours (live online program) or 24 hours (ondemand program) of continuing education

If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation.

Implications of Name, Image, and Likeness (NIL) Rule For Advisors 

NIL is a rule that the National Collegiate Athletic Association (NCAA) has had for a very long time. It essentially did not allow collegiate athletes and entertainers to profit off of their name, image, or likeness. This all changed recently, and it's creating a whole new window of opportunity. Dan Johnson, Assistant Professor at the College for Financial Planning®—a Kaplan Company, discusses the rules implications for advisors.
72% Client Base Increase: Increase in client base is dependent on numerous factors other than, or in addition to, completion of the specialized financial designation including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any increase in clients resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. The sample includes 300 graduates whose most recent professional designation earned was a specialized financial designation (AAMS®, ABFP®, ADPA®, APMA®, AWMA®, CRPC®, CRPS®, CSRIC®, FPQP®, SE-AWMA®, WMS℠) worked in a financial planning role both the year before and year after receiving their most recent professional designation; and answered this question.