AAFM ® American Academy of Financial
Management Legal Disclaimer and Terms of Visiting our Site and Submitting
Application
YOUR DIGITAL SIGNATURE AND DATE SHOULD BE AFFIXED
TO YOUR APPLICATION AFFIRMATIVELY CONFIRMING THAT YOU ARE THE PERSON WHO IS APPLYING
FOR MEMBERHIP AND DESIGNATION AND ALL FACTS THAT YOU CONVEY TO US USING E-COMMERCE
ARE TRUE AND CORRECT TO THE BEST OF YOUR KNOWLEDGE. You are
not receiving a CPF License or a charter to be a financial analyst. Please
leave our site if that is what your desire. Your
credit card will not be charged until you have been approved by the Board of Standards
to receive Certification Certificates. This payment is for application, review,
processing, initiation, and certificates only. If accepted, your application,
initiation, review, processing fee, and certificate fee will be charged to your
card, and membership is free for 2 years. Annual good standing or our licensing
fees may be accessed after 2 years. Refunds
are available for 30 days after you have entered your credit card information
for payment. If you want a void or refund, notify us as soon as possible and we
will be glad to help you within this 30 period. If your order has alredy been
shipped or received,we generally require return of the Board of Standards Property
before refund. IIPA, LLC may handle billing and collection for more than one professional
organization. “IIPA, LLC” Privacy Statement
“IIPA, LLC” is highly sensitive to the privacy interests of members and believes
that the protection of those interests is one of its most significant responsibilities.
In acknowledgment of its obligations, “IIPA, LLC DBA CEC” has adopted the following
Privacy Policy applicable to information about applicants that it acquires in
the course of its business: 1. Acquisition
of Information. We do not acquire any more information about applicants than is
required by law or is otherwise necessary to provide a high level of service efficiently
and securely. 2. Our Employees and Privacy. We train all of our employees about
the importance of privacy. We give access to information about applicants only
to those employees who require it to perform their jobs. 3. Security Measures.
We make access to privacy-sensitive information subject to protected and technological
controls, consistent with legal requirements and the demands of applicant and
candidate services. 4. Disclosure to Third Parties. We will provide individually-identifiable
information about consumers to third parties only if we are compelled to do so
by order of a duly-empowered governmental authority, or we have the express permission
of the applicant, or it is necessary to process transactions and provide our services.
5. Privacy and Our Business Partners. When we make our technology or services
available to business partners, we will not share with them any more applicant
information than is necessary, and we will make every reasonable effort to assure,
by contract or otherwise, that they use our technology and services in a manner
that is consistent with this Privacy Policy. Questions. If you have questions
about this privacy policy, please send an e-mail to info @ --icecc.com
THE FOLLOWING SHOULD BE READ VERY CAREFULLY BY THE APPLICANT 1. I hereby
certify that I have read and understand the foregoing statements and that my responses
are true and correct to the best of my knowledge. 2. I hereby apply for the
registration and designation with the AAFM and, in consideration of such organization
receiving and considering my application, I submit myself to the jurisdiction
and venue of such association and organization and do hereby verify that I agree
to abide by, comply with, and adhere to all the provisions, criteria, conditions
and covenants of the requirements, statutes, certificates of incorporation, bylaws
and rules and regulations of the AAFM organization as they are and may be adopted,
changed or amended from time to time at AAFM discretion, and I agree to comply
with, be subject to and abide by all such requirements and all rulings, orders,
directives and decision of, and penalties, prohibitions and limitations imposed
by such AAFM organization, subject to right appeal as provided by law, and I agree
that any decision of such AAFM organization as to the result of any examination(s)
that I may be required to pass will be accepted by me as final. 3. I further
agree that neither the AAFM organization nor its officers, employees, and others
acting on its behalf, shall be liable to me or anyone for action taken or omitted
to be taken in official capacity or in the scope of employment, except as otherwise
provided in the statutes, constitutions, certificates or incorporation, bylaws,
or the rules and regulations of such organization. 4. I authorize the AAFM
organization to make available to any federal, state or municipal agency, or any
securities or commodities industry self-regulatory organization, any information
they have concerning me or to request confirmation of my status, and I release
those organizations, employees and agents, from any and all liability of whatever
nature by reason of furnishing such member or designation holder information.
5. Furthermore, I agree that any part of the information contained in this application
and any subsequent documents in my AAFM registration file may be divulged to interested
parties as part of the referral system maintained by the Association for the benefit
of members and the public. 6. I hereby certify that I have a sound record
of business integrity with no suspension or revocation of any professional licenses,
and I hereby subscribe to the AAFM Code of Ethics, a copy of which I have read
and understand. 7. It is agreed and understood that any material misrepresentation
of facts or information given in this or subsequent application or renewal will
be cause for immediate revocation of membership and all its privileges, without
refund of any dues or fees paid. 8. I agree to maintain proficiency in my
work by completing a minimum of forty (10) units per year of continuing education
in the field of financial counseling or my specialty field - which can include
subjects relating to practice management or financial product application.
9. As an applicant for registration, I understand and agree that my registration
with the AAFM will not become effective until submission of all required documentation
in proper order and upon written acceptance by the AAFM. 10. I understand
that all AAFM certificates remain the property of the Academy and must be destroyed
or returned to the Academy AAFM at my expense should my membership be suspended,
revoked or terminated for any reason.
11. I understand that this is a certifiate
and not a diploma. We are not a university or college, nor do we offer degrees.
Therefore, you are applying to a society which has a board of standards and designations.
These designations are available to individuals who have submitted a resume and
other biographical information regarding their experience education and other
training. If you submit all of this information to AAFM in good faith and become
a member and designation holder, then you have an ethical and legal agreement
to us not to speak negatively about our organization. Thus, you are agreeing not
to use any means of communication to disparage or attack the credibility of our
organization while you are a member or after you have processed any transaction
with us. _________________________________________ ____________ ________________________________________________________
YOUR DIGITAL SIGNATURE AND DATE SHOULD BE AFFIXED TO YOUR APPLICATION AFFIRMATIVELY
CONFIRMING THAT YOU ARE THE PERSON WHO IS APPLYING FOR MEMBERHIP AND DESIGNATION
AND ALL FACTS THAT YOU CONVEY TO US USING E-COMMERCE ARE TRUE AND CORRECT TO THE
BEST OF YOUR KNOWLEDGE. ADDENDUM MANDATORY: This application must be accompanied
by proper documentation of all requirements. A copy of any license, diploma, or
similar documents is acceptable. AAFM will not assume responsibility for loss
of any original documents sent through the mail. 1. Applicant must have
earned a baccalaureate or graduate degree, with strong emphasis on subjects relating
to economics, accounting, business, statistics, finance, investments, and similar
studies, or one of the following degrees or professional designations: AAMS, AEP,
CAM, CEP, CFA, ChFP, chartered financial professional, ChFC, CWM, CLU, CMA, CPA,
CPA/PFS, CPIM, CTEP, EA, MSFS, MS, MBA, JD, LLB, LLM, or completed a chartered
financial professional equivalent or AAFM approved college curriculum at an accredited
college or university. If not, an RFC qualifying examination is available.
2. Application must have met licensing requirements for securities and life and
health insurance. (Send copy of licenses, etc.) OR 3. Applicants who are fee-only
planners or advisors and are not licensed must submit RIA affiliation information
or explanation. NOTE: Licensing requirements are solely to establish an applicant's
proficiency with areas in which financial advisors should be knowledgeable. It
is not required that an RFC sell a product or maintain such licenses or other
professional designations. QUESTIONS
RELATING TO BUSINESS AND ETHICAL CONDUCT Have you ever had a license,
permit, certificate, registration or membership denied, suspended, revoked or
restricted, or had an application withdrawn for cause? Have you ever been
refused a surety bond? Have you ever been enjoined permanently or temporarily
from selling or dealing in securities or from functioning as an Investment
Advisor? Have you ever become insolvent, failed in business or compromised
with creditors? If "Yes" - please give date, name and location of court,
disposition, liabilities, and assets. Have you ever been the subject of
any order, judgement, decree or other sanction of a foreign court, foreign exchange,
or foreign or domestic governmental or regulatory agency? Have you ever
been arrested, indicted, or convicted for any felony or misdemeanor, except for
minor traffic offenses? Have you ever been known personally by any other
name, or have you ever conducted business or carried brokerage or bank accounts
in any other name? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS "YES",
PLEASE EMAIL A WRITTEN EXPLANATION. All
marks, designations and name are registered service marks of the AAFM American
Academy of Financial Management.
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this Agreement at any time after logging off of the site for any reason. The provisions
of paragraphs I (sanction disclaimer, accreditation disclaimer), 1 (Copyright,
Licenses and Idea Submissions), 3 (Use of the Site), 5 (Indemnification), 6 (Third
Party Rights) and 11 (Miscellaneous) or offer and acceptance info or jurisdiction
and venue agreements shall survive any termination of this Agreement. 8. Special
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10. Links. The Site may provide, or third parties may provide, links to non-FinancialCertified.com
Internet World Wide Web sites or resources. Because FinancialCertified.com has
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or loss caused or alleged to be caused by or in connection with use of or reliance
on any such content, goods or services available on or through any such site or
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year after the claim or cause of action arises or such claim or cause of action
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or right. Neither the course of conduct between the parties nor trade practice
shall act to modify any provision of this Agreement. FinancialCertified.com may
assign its rights and duties under this Agreement to any party at any time without
notice or disclosure to you. The offers made here apply to membership only. Distinction
and Designations are contingent upon education, experience, ethics agreement,
prior or future testing, and continued education and good standing. Naturally,
a person must pay for membership before applying for certification, distinction,
designation, or fellow status. Acceptance is made when candidates have paid and
the money has been deposited. There is no guarantee of certification as a FinancialCertified
CERTIFICATIONS or or . Your money will be returned (excluding the processing fee
of dollars) if you cannot, will not, or are incapable of satisfying the standards
and qualifications of certification. With regard to certification, FinancialCertified
certifications, charters, and licenses are awarded on a yearly basis contingent
upon a members good standing. Good standing implies that a member and certified
individual is paid up in full as to his or her balance, abiding by the ethics
agreement, has completed the continuing education, and all statements as to education,
ethics, experience, credentials, certificates, and degrees earned are true and
correct. If a member or certified member FinancialCertified CERTIFICATIONS, ,
, or Fellow of the FinancialCertified has not paid his or her dues and licensing
fees, the FinancialCertified may request the charter, certificate, and license
from the x-member and the member who is not in good standing shall cease from
using any of the FinancialCertified symbols, marks, logos, designations, fellow
status, distinctions, service marks, trademarks, and copyrights. Any member that
knowingly uses our marks and designations without paying is subject to compensatory
and punitive damages as well as any other legal damages and is subject to the
jurisdiction and venue of the US District Courts of the Eastern District of Louisiana.
The FinancialCertified does not guarantee safe delivery of any products, certificates,
or letters. The FinancialCertified will deliver what you have paid full consideration
for within a reasonable time. Upon notification, the FinancialCertified will make
an effort to track you letter, certificates, or other information that was sent
to you. We will guarantee that you receive a certificate with your name on it
as long as you provide a save delivery place for your award. You are responsible
for submitting correct information as to you name, address, certificates desired,
experience, credit card info, email address and other pertinent information that
will allow the FinancialCertified to process your request for certification or
membership. Any liability for false information submitted falls upon the candidate
who has misled the FinancialCertified. The FinancialCertified awards and licenses
to use the registered marks are furnished to members who claim and state that
they do indeed satisfy all of the standards and requirements that the FinancialCertified
has. These standards are to improve and recognize those who make a commitment
to knowledge and education in the field of finance and investments. IF the candidate
has sent information to us, we assume that Title 18 of the mail fraud statues
apply to this and the submitter is supplying accurate information. Based on the
information provided, we can easily determine if the candidate is dedicated to
pursuing a career in an FinancialCertified related field and will follow the FinancialCertified
continuing education and ethics guidelines. All contract disputes will be held
to the jurisdiction and venue of the federal courts of the eastern district of
Louisiana. Additionally, the FinancialCertified does not guarantee the character,
skill, experience, education, ethics, or references of a member or certified member
of our group. The FinancialCertified grants membership to anyone who is for the
innovation and progress of the field of finance investments and economic industry.
Certified members have all submitted application information with their electronic
signature that assures the FinancialCertified that all education, ethics, testing,
experience, references, talents, or skills are correct to the best of the knowledge
of the applicant or candidate or submitter. Therefore, the FinancialCertified
has provided the same degree of protection to the public as any undergraduate
college as to information provided and verification. The FinancialCertified accepts
no liability as to the skill and expertise of a member or certified member. These
members are operating independently of our group and have been awarded membership
and certification purely based on their submissions to us that have assured us
that they have met the standards that the FinancialCertified requires. If a member
is in fact not qualified, the general public has a duty to notify the FinancialCertified
as to the certified members skill and the FinancialCertified can have a hearing
or review and notify the member of certified member as to the review. The FinancialCertified
has formal and informal alliances. The FinancialCertified has hundreds of members
and the bylaws and charter allow: "FinancialCertified recognizes 1000 Charter
Members". The FinancialCertified has been endorsed by the American E-Commerce
Association and is in full alliance with the FinancialCertified until stated otherwise.
Links To Other Sites Throughout the FinancialCertified and FinancialCertified
CERTIFICATIONS Web site, there are links to various external sites that are of
use to visitors. The external sites that have been linked contain information
created and maintained by institutions or organizations independent of the FinancialCertified
CERTIFICATIONS Board. In consequence, the FinancialCertified CERTIFICATIONS Board
does not control the content of these sites, nor does the Board make any representation
or warranty, either express or implied, concerning the accuracy, completeness,
or timeliness of information contained therein. Use of any information from these
sites is voluntary, and reliance on such information should only be made after
an independent review of its accuracy. Reference to specific commercial products
or services in these sites does not constitute or imply endorsement by the FinancialCertified
CERTIFICATIONS Board. Any rights not expressly granted herein are reserved. é
Once again, all content is copyrighted. All marks are trademarked under federal
common law. FinancialCertified CERTIFICATIONS and American Academy of Financial
Management and Analysts is a common law trademark in the USA. All marks and text
are protected through international treaties, EU and GATT protections, and Intellectual
property laws. FinancialCertified has members in a host of foreign countries and
in the US. These members are exercising their right to use the FinancialCertified
CERTIFICATIONS or mark in commerce. © This site is not intended for non-citizens
of the United States Trademarks, Intellectual Property,
Copyrights, Tradename, Service Marks etc. If you or any entity have a potential
conflict with our use of any mark, it is you duty to notify us immediately so
we may contact you regarding any dispute. We will prove our common law, copyright,
and trademark protection and use of marks and names immediately, or we may prompty
remove the conflicted mark to avoid any conflict or dispute. Any trademark of
copyright dispute is subject to the laws, jurisdiction and venue of the Louisiana
Federal Courts of the Eastern District of Louisiana in New Orleans. contact
us at info@icecc.com The
American Academy of Financial Management Analysts was conceived and developed
by professionals such as financial specialists, wealth managers, asset managers,
lawyers, university professors, and investment managers. Our programs are designed
to accommodate the busy professional. Other Certification programs are riddled
with problems because they: Take years to complete, are unrealistic, use poorly
designed tests (outdated to new treasury or tax regulations), are cumbersome,
and costs are unreasonable. Our Top-Class organization can recognize those who
have taken many postgraduate/college exams, attended many courses and conferences
focusing on continuing education, and accumulated specific on-the-job experience
and education. FinancialCertified designations, charters, & certifications are
for those professionals who have already proved themselves in the industry.
After you have completed the application and become
a member and been awarded your designations and credentials, you will be recognized
by the FinancialCertified in your career goals and listed on our Global Registry.
If you desire to be a member before you meet the experience and education requirements,
you may apply for membership, but you will submit all certification information
when you meet experience and other requirements. Moreover, student memberships
are available. If you meet the requirements and criteria to become certified and
receive a charter, you will become a "FFinancialCertified" or "DFinancialCertified"
which is a "Fellow or Diplomate of the American Academy of Financial Management
Analysts" and have full use of the designations to use after your name.
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