4/16/2023 0 Comments Practice insight client for macIndividuals who hold the ADPA SM 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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