VIP Exclusive

AAMS Accredited Asset Management Specialist VIP Practice Exam

AAMS — The AAMS designation is awarded by the College for Financial Planning (a Kaplan company). The credentialing exam consists of approximately 100 multiple-choice questions administered over 2 hours, requiring a 70% passing score, and covers 10 modules: the asset management process, asset allocation, equity securities, debt securities, mutual funds and ETFs, alternative investments, insurance and annuities, tax considerations, retirement accounts, and estate planning basics.

55
Questions
120m
Time Limit
70.00%
To Pass
Question 1 of 55👑 VIP

A 52-year-old client with a $1.2 million portfolio is concerned about sequence-of-returns risk as she approaches retirement in 8 years. She currently holds 80% equities and 20% bonds. Which strategy BEST addresses her stated concern while still allowing meaningful growth?

Questions 2–55 and full explanations are VIP-exclusive.