AAFM Board Certified Financial Analyst Designate and Financial Planner Requirements for Chartered Certification & Financial Planning College & Training Worldwide
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AAFM ® American Academy of Financial Management ®

Read our AAFM Global Recognition, Listings and Disclosure with Various Authorities..

The American Academy of Financial Management ® AAFM ® allows certification for individuals with qualifying education & experience. These are the steps to APPLY to be board certified with an American Academy Designation & Credential:

  1. Send your resume or CV for a portfolio review We accept qualifications such as an accredited degree and experience - Examples: : 1) An AACSB or ACBSP Equis and ABA Financial Related Degree Credits, 2) vast professional experience, 3) MBA/MASTERS or Law Degree, PhD, or CPA, Recognized Designations, & specialization work, or 4) banking or insurance executives with vast experience, 5) Professors and Academic Researchers. After review, we can quickly notify you as to your eligibility or advanced standing. View our Financial Certifications...
  2. Or Complete one of our Executive Certification Training Programs Worldwide to earn one of our Graduate Certifications.
  4. 3-7 Years of relevant industry experience and good faith documentation are required for any desigation except for the MFP which is part of our 560+ registered accredited MFP Business School global agreement. AAFM approved accredited university programs for MFP ™
  5. Note on Experience for All AAFM ® Certifications : A masters degree qualifies for 3 years of the required experience. A Lawyer (law license), LLM, DBA, JD, PhD, CPA, or qualified Doctorate counts for 4 years of the required experience. A ChFC ™, CFA ™, or CFP ™ designation holder in good standing with an earned & accredited college degree may also receive some advanced standing toward meeting certification and counts for 2 years of the required experience.

* YOU MUST ALSO PROVE THROUGH YOUR GOOD FAITH SUBMISSIONS & DOCUMENTATION THAT YOU HAVE SPECIALIZED EXPERIENCE TO OBTAIN ANY DESIGNATION

 

 

 

 

 

 

The AAFM ® American Academy of Financial Management ®

The American Academy of Financial Management ® is a Certifying Board and Accreditation Council and a worldwide financial professional organization with members in 150+ countries hosting and organizing conferences worldwide. AAFM is in alliance with the top 560 business schools in the world. If you desire to be recognized by our worldwide academic & professional organization and improve your education, resume, or credentials, then, you are taking the best step to a better career and achieving graduate financial designations. You can gain board certification and a charter as a financial professional, wealth manager, market analyst, financial and investment planner, asset manager, trust and estate planning analyst, or economic policy analyst.© AAFM offers several industry recognized graduate designations to qualified professionals. To see a list of our certifications, click here. To view our requirements, click here.

To apply for a portfolio review to see if you pre-qualify, please email your resume or CV using our application form

As for AAFM ® Global Certification Board - Approved Training, The AAFM has promoted qualified certification training and wealth management training in conjunction with AACSB Schools, ABA Accredited Schools, ACBSP IQPC, IBS, BISYS International, Dearborn, Kaplan, Royal Society, TWEN, Westlaw, Thomson Reuters, and The IBS International Board of Standards. This is the largest consortium of business educational institutions in the world which support the delivery of qualified AAFM Certification Education.

Read about our worldwide recognition.