Individuals who hold the MPASSM designation have completed a Master of Science degree with a major in personal financial planning. The program consists of 36-43 semester credits and delves deeply into personal financial planning or investment-related content using research-based coursework and real-world case studies. Graduates of the program are required to demonstrate critical thinking skills and complex problem-solving techniques. Additionally, individuals must complete assignments, projects, research, and papers and meet all graduation requirements for the Master of Science degree.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 40 hours of content-specific continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
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Accredited Asset Management SpecialistSM or AAMS® | Accredited Domestic Partnership AdvisorSM or ADPA® | Accredited Portfolio Management AdvisorSM or APMA® | Accredited Wealth Management AdvisorSM or AWMA® | Chartered Mutual Fund CounselorSM or CMFC® | Chartered Retirement Planning CounselorSM or CRPC® | Chartered Retirement Plans SpecialistSM or CRPS® | Chartered SRI Counselor™ or CSRIC™ | Financial Paraplanner Qualified ProfessionalTM or FPQPTM | Master Planner Advanced StudiesSM or MPAS®