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Industry Spotlight > Broker Dealers

Ameriprise Rolls Out Military Advisor Designation

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Ameriprise Financial has partnered with Dalton Education to create a new Certified Military Financial Advisor (CMFA) certification, which the two companies say is the first such designation program for advisors.

To earn the designation, advisors must complete a series of training and learning modules, typically completed over 40 to 50 hours. The coursework focuses on the unique life circumstances of and benefits available to veterans, active-duty military personnel, reservists and members of the National Guard, as well as their family members.

“Each and every day, Ameriprise advisors deliver personalized advice to our clients, and we are excited about helping our advisors tailor their approach to serve the unique needs of those who have honorably served and sacrificed for our country,” said Mike Greene, a former officer in the U.S. Army and senior vice president of the Financial Advice and Advisor Business Group at Ameriprise Financial.

“Our advisors care deeply about supporting these brave women and men with exceptional care and advice. The CMFA gives them tools and training to help service members harness the unique resources available to them and confidently reach their goals for the future,” Greene explained in a statement.

The CMFA certification is available to Ameriprise advisors through June 2024. Afterwards, it will become available to other advisors in the industry.

As of Sept. 30, 2022, Ameriprise had some 10,287 financial advisors working with about $711 billion in client assets.

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