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.

Our unique combination of personalized support and technological capabilities provide extensive value to your advisors and integrate seamlessly into your existing business model.


In-person 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.

Custom Courses

Exclusive courses designed for your firm, presented at any location and in any timeframe. AAM University can customize course content and prepare a single class or an entire curriculum exclusively for your firm.

Online Courses

Courses designed to be taken on our website at your own pace. Choose from a variety of topics covering fixed income, structured products, unit investment trusts, managed accounts, and more.


Build custom portfolios and provide your clients with intuitive portfolio reporting.

Portfolio builder
Hypothetical reports
Broker/Dealer Marketing Materials

Continuing Education Credits

Up to 20 hours of continuing education credits.

For more information contact our education department at

AAM courses qualify for CFP, IMCA (CIMA and CIMC), and PACE credits. Please note that they do not qualify for insurance or accounting credit.

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