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Qualifications CFP ® or CERTIFIED FINANCIAL PLANNER ® certification CFA ® Chartered Financial Analyst ® Certified Financial Planner Chartered Financial Analyst Chartered Life Underwriter Chartered Financial Consultant Qualifications × AAMS ® Accredited Asset Management Specialist™ 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.