About

The Certified Wealth Strategist® utilizes a blended learning approach that includes instructor-led training, 13 Wealth Management Issues study guides, online mastery exams, conversation skill builders and eLessons. The learning experience culminates with a Capstone Project: a written document demonstrating a sustainable framework which applies the new knowledge and skills to the practitioner’s business. The program provides the knowledge, the practice management formula, and the critical client interaction skills to create and build a dynamic Wealth Advisory practice that works effectively with complex client issues.

Professionals who earn the RLP® designation seek deeper, more nuanced, more comprehensive, and more lasting relationships with clients. They help clients create the greatest meaning and value in their lives by guiding them through changing individual circumstances and emerging goals.

RLP® designees know financial well-being is a means to several ends, not an end in itself. They want to help clients meet financial goals in service of life’s other, more important goals, whether they involve career and retirement, family life, professional or personal development, community engagement, spirituality, travel–or so much more.

A Registered Life Planner® doesn’t just dispense canned financial advice, they create, cultivate, and deliver on a sustained relationship with clients, putting their unique needs at the heart of financial planning.

The Fee-Only Network elevates the visibility of fee-only financial advisors, individually and collectively.  Fee-Only advisors are ONLY compensated by the client and NEVER make commission by selling financial products, or receiving kickbacks from brokerage firms.  Their platform gives consumers easy access to profiles of vetted financial advisors working under a transparent fee structure with a legal obligation to provide unbiased financial advice. No sales.  Period.

Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. 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.

Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.