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  • Advisor Mastery Program

    The start of a masterful career

    Founded in 2011, the Advisor Mastery Program (AMP) has one goal: turn exceptional candidates into successful financial advisors. Taking a holistic approach that incorporates distance learning, in-person curriculum, coaching from seasoned professionals and real-world mentoring, AMP is preparing a new generation of advisors to make a major impact in the lives of their clients.

    Program Overview

    The skills to succeed, the support to make it last

    Taking an intuitive, interactive approach to advisor development, AMP provides comprehensive technical and sales training with an overarching focus on cultivating interpersonal skills. You’ll receive a generous compensation package initially to help ease you from a set salary while you build your client base. In addition, AMP is designed to support your long-term development, whether you plan to be a stand-alone advisor or join an existing team.

    Phase 1: Introductory Period 0-6 Months

    During the first six months, participants study for and take their Series 7 and 66 license exams and the life and health insurance license exam. Each AMP candidate must hold their Series 7 and 66 licenses prior to their trip to the home office. Distance learning will introduce the basic activities participants will need to master as advisors. AMP candidates hold the responsibility to work with their mentor to advance their learning.

    Phase 2: Foundational Period 7-18 Months

    In months seven through 18, fundamental financial planning education is provided to obtain the Accredited Asset Management Specialist® (AAMS®) designation. Mentors provide day-to-day in-house guidance. The interactive distance learning and the three training sessions conducted at Raymond James headquarters in St. Petersburg, Florida, will enhance skill sets, inspire confidence and connect participants with one another. These visits set this program apart from others with an interactive curriculum, opportunities to hear from industry experts and involvement from senior leaders within the firm.

    Phase 3: Customized Graduate Education 19 Months +

    During months 19+ of the program, participants will identify areas of specialization that match their practice objectives or team roles. In this final phase, they will be directed to other Raymond James programs designed to extend their knowledge in these areas of interest. Note: The Certified Financial Planner? certification is optional for Raymond James & Associates AMP participants in good standing with branch manager approval at month 24.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP?, Certified Financial Planner?, CFP? (with plaque design) and CFP?(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    Welcome to AMP


    Learn more about what it’s like to be in the Advisor Mastery Program.

    AMP By The Numbers

    A look at how the courses, hours and opportunities add up with AMP.

    Explore AMP

    Get to know AMP and all it offers with our program overview brochure.

    AMP for All

    Discover diversity within AMP.

    Veterans in AMP

    See how AMP helps former military personnel transition into another meaningful career.

    Women in AMP

    Women make natural financial advisors and AMP sets them up for success. Read four advisors’ stories.

    All Access Blog

    About our Advisor Mastery Program (AMP) for new financial advisors

    The Advisor Mastery Program takes a different approach to training new advisors.

    Read More about About our Advisor Mastery Program (AMP) for new financial advisors

    AMP Spotlight Nina Threets

    Nina Threets recently joined the Raymond James Advisor Mastery Program (AMP) in the Dallas, Texas, office. Take a look at why she decided on Raymond James and AMP.

    Read More about AMP Spotlight Nina Threets

    Company culture is key to our success

    Speaking with Fortune, Chairman and CEO Paul Reilly says, “I tell people our results are because of the culture."

    Watch Video about Company culture is key to our success

    Ready to become a new advisor?

    Please click the link below to see our current opportunities, or contact your local Raymond James branch for more information.