Program Overview
Learn how the Advisor Mastery Program prepares graduates for long-term success
AMP’s two-year program will guide you from licensing to learning the skills necessary to become an effective advocate for your clients and their investments, assets and financial plans. Being a successful financial advisor takes more than knowing the rules and the ins and outs of financial products, so the advisor mastery program also focuses on building the interpersonal skills and business acumen needed to gain clients and grow your business. That wider focus makes AMP different.
“The Advisor Mastery Program is really built in a way to give robust training to new advisors, and that’s what ultimately helped me decide that program was the right way to do it. It’s not focused on just production or just assets, but it’s really about building the whole advisor from start to finish, from prospect to long-term client.”
– AMP Graduate Jamie Losito, CFP®
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.
Ready to launch your new career?
See our current opportunities for new advisors or contact your local Raymond James branch for more information.
Inside AMP The Pillars of AMP
The Advisor Mastery Program curriculum goes remarkably deep into the concepts of advising and growing a business, giving trainees the opportunity to excel in the fundamentals while allowing mentors and managers to identify and help shape potential successors.
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1. Discovery
Trainees are instructed how to ask clients and prospects the right questions to understand their needs, gaps and goals.
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2. Creating a financial plan
Using Goal Planning & Monitoring software, trainees are taught how to engage the client in creating a financial plan they can own and be active in.
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3. The client experience process
Trainees learn how to use a series of meetings – connection, clarity, strategy – to build stronger client relationships based on mutual trust.
Our Values
Raymond James is committed to inclusion
We talk a lot about our culture. We put people first, and value their diverse experience and backgrounds. We intentionally nurture an inclusive culture where everyone feels welcomed, respected, valued and free to bring their whole selves to work. This unleashes the power of perspective and unique talents to drive growth, improvement and exceptional results. We believe that maintaining a culture that supports our values, our advisors and our associates is not only ethical, it is central to our success.
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.
Black advisor stories
Learn how AMP provides a strong infrastructure and connections to jump-start Black financial advisors’ careers by providing an inclusive and diverse environment and opportunities.
LGBT+ friendly
As an LGBT+ friendly environment committed to respect and equality, learn how AMP supports LGBT+ financial advisors successfully begin their career.
AMP Stories
Advisors reflect on what made them join the Advisor Mastery Program and the effect it’s had on their lives and careers.
Jeri Richard
Jeri Richard was looking for a career change and found a passion for advising through the Advisor Mastery Program.
Read more about her story
Justin Kissner
Justin Kissner is a veteran who joined Raymond James through the Advisor Mastery Program.
Read more about his story
Margaret Folk
The Advisor Mastery Program empowered Margaret Folk to pursue her life’s calling.
Read more about her story
Tim Keffer
It’s never too late to start a career you’re passionate about. Just ask Tim Keffer.
Read more about his story
Jeff Perkins
Jeff Perkins found his purpose after leaving a career in sales to become a financial advisor.
Read more about his story