Relationship Manager: Definition Types and Qualifications

What is a Relationship Manager? A relationship manager is a professional who is responsible for managing and maintaining relationships with clients or customers on behalf of a company or organization. They play a crucial role in building and maintaining strong relationships with clients, ensuring their satisfaction, and maximizing business opportunities. …

Accredited Asset Management Specialist (AAMS) Vs CFP: The Differences

What is Accredited Asset Management Specialist (AAMS)? The Accredited Asset Management Specialist (AAMS) is a professional designation that is awarded by the College for Financial Planning (CFFP) to individuals who have completed a comprehensive course of study and passed an examination. The AAMS designation is specifically designed for financial professionals …