AAM University offers instructor-led educational seminars that provide advisors with an in-depth understanding of the financial markets, investment techniques and strategic portfolio management.
AAM invests heavily in education. In an ever changing market environment, the need to understand client objectives and present appropriate investment solutions has never been more important. AAM is focused on providing advisors with the necessary tools and education to help position multiple investment solutions across asset classes, investment styles and geographies around the world. This program will expose you to a macro view of the current environment and a bottom-up approach toward solving for the many client types with whom a typical advisor works.
AAM University offers instructor-led educational seminars that provide advisors with an in-depth understanding of the financial markets, investment techniques and strategic portfolio management. These courses are designed to help improve confidence while developing the portfolio skills that can help capture high net worth assets. In our ongoing dedication to help you meet your clients’ financial security needs, AAM University also currently offers a variety of online courses. These courses are designed to be taken on our website at your own pace.
AAM’s unique combination of personalized support and technological capabilities provide extensive value to your advisors and integrate seamlessly into your existing business model.
AAM University can customize course content and prepare a single class or an entire curriculum exclusively for your firm. We can present at any location and in any timeframe.
Choose from a variety of online courses covering fixed income, structured products, unit investment trusts, managed accounts, and more.
Continuing Education Credits
We are proud to offer up to 20 hours of continuing education credits for the following professional designations: CFP, IMCA (CIMA and CIMC), and PACE. Please note that our courses do not qualify for insurance or accounting credit.
For more information contact our education department at firstname.lastname@example.org.