The American Academy of Financial Management™ Seminars and Conferences Events and Links

Online Law School Certification Courses in Wealth Management - CWM ™ Chartered and Certified Wealth Manager Certification - * Take Law School Courses in Tax and Finance and Achieve AAFM Board Certification in: Wealth Management, International Tax, Compliance, AML, Investment Management.... This is the first Time that ONLINE Graduate Law School Courses are available for AAFM Certification Track Candidates and Groups. These courses are hosted by a USA law school as non-degree seeking courses. The courses are wholly online and count for certification

To see a full list of the courses: Please click here: Certification via Law School Courses in International Finance and Tax.

Group courses, corporate courses, and private label courses may be available: Please email: info@financialanalyst.org to arrange a discussion for graduate online law courses for certification in: Wealth Management, Investment and Asset Management, Estates and Trusts, Anti-Money Laundering, Financial Risk, International Tax, and other areas.

AAFM Beijing Wealth Management Conference - Dec. 5 & 6, 2007

Other 2007-2008 International Courses Below

2007 - AAFM Calendar of Training and Approved Certification Courses 2007 – Certified and Chartered Designations offered in USA, Latin and South America, Canada, Europe, Asia, China, Hong Kong, Dubai, Kuwait and more…….

January 23-26^th, 2007 – Singapore Chartered Risk Analyst Course  * Full Enrollment

January 28^th to Feb. 1^st, 2007 -  CAMC Certified Anti-Money Laundering Consultant * Full Enrollment

January 28^th-Feb 1^st, 2007 –Chartered Mortgage Analyst * Full Enrollment

January 28^th-Feb 1^st, 2007 – Certified Financial Marketer * Full Enrollment

Feb 18^th-22^nd 2007 – Dubai, UAE, Certified Credit Analyst - International Diploma in Risk Management Course

March 12-15^th - Singapore AAFM Asian Bankers Association Courses – March 12^th-15 (Shangri La Hotel)  Certified Wealth Manager Course. http://www.thebankingacademy.com/wma/

March 19-22, 2007 - Hong Kong – Chartered Risk Management Courses –

March 24-29^th – Dubai, UAE – Certified IPO Specialist

March 25^th-29^th  2007 – Dubai, UAE – Risk & Compliance Certification Course – International Diploma in Risk Management Course

March 25-28^th - Jakarta,  AAFM  Approved Asian Banker – Global Summit –  Shangri La Hotel, Indonesia

April 1^st-5^th  - Zurich Switzerland - AAFM Master Wealth Manager Course

April 7-16 – Beijing, China – CWM Chartered Wealth Manager – CUFE Central University of Finance and Economics

April 24-26^th – Key Largo, Florida - Chartered Wealth Manager Course™ - AAFM CEU Credits and 26 CFP CEU Credits

April 25-27^th – Key Largo, Florida, Chartered Trust and Estate Planner Course™ - 10 AAFM CEU Credits and 26 CFP CEU Credits

May 6^th-10^th – Dubai, UAE – Certified Operational Risk Manager CORM

May 11-14^th, New York - Chartered Risk Analyst Executive Certification Course –  * Program Full

May 14-17^th – Budapest Hungary - AAFM Corporate Finance – Cost Control – May 14^th – 17th - Budapest, Hungary - www.iir-hungary.hu

May 20^th-24^th – Dubai, UAE – Essentials of Finance and Accounting Run this course on-site

May 25^th-29^th – Dubai, UAE – Master Business Analyst * Run this course on-site

June 2007 Toronto, Canada Tentative Certified Wealth Manager – Executive Certification Course

June 16^th-21^st – Dubai, UAE – Private Equity Forum  & Private Equity Certification

June 25-28^th – New York, USA - Certified Wealth Manager – (4 Days)  Executive Certification Course   

July 23-26^th – Miami, Florida  - Certified Wealth Manager – Miami - Executive Certification Course    (4 Days)

July 2007 – Montreal, Quebec  Tentative - Certified Wealth Manager –  Executive Certification Course   

July 2007 - Montreal Quebec Tentative Certified Asset Manager/Private Equity – Executive Certification Course 

Sept. 10^th-13^th – Chicago, IL, USA - Chartered Risk Analyst – Executive Certification Course

Sept 17-20^th – Houston, TX USA - Chartered Risk Analyst  – Executive Certification Course    (4 Days)

AAFM Sponsored Monterrey Mexico International Finance Conference ™ " Visit Beautiful Monterrey. The AAFM Latin American Banking Academy and Financial Conference counts for AAFM Continuing Education Credits. Sept. 26-28th 2007.

August 7 & 8^th and August 21-22^nd – New York City USA - Chartered Risk Analyst –  Executive Certification Course

August 6^th-9^th - San Francisco Certified Wealth Manager – Executive Certification Course  -  (4 Days)

October 21-25th 2007 - Dubai, UAE  Project And Contract Risk Specialist™ (PCRS) - core course

Fall 2007 - CWM Chartered Wealth Manager – London, England – Fall 2007 * Tentative

Fall 2007 -  CPM Chartered Portfolio  Manager – London, England – Fall 2007 * Tentative

Fall 2007 -  CPES  Chartered Private Equity  Specialist  – London, England – Fall 2007 * Tentative

November 4th-8th - Dubai, UAE - Certified Compliance Officer™ (CCO) - elective course

December 9^th-13^th – Dubai, UAE – CCB Certified Corporate Banker  * Run this course on-site

Open Enrollment AAFM Courses and Offices

Dubai and Middle East Finaical Training & Certification Courses – Offered Year Round – Open Enrollment available from AAFM Dubai, UAE Headquarters

Spanish Financial Training and Certification Courses – Offered Year Round – Open Enrollment – Available Online to over 34 countries from AAFM Latin American Representative Offices in Monterrey Mexico.

Law School Financial Certification Courses – Offered 3 times per year (trimester) – Open Enrollment only to those with accredited college degree who meet admissions requirements. Based at AAFM representative Offices in Miami, Florida.

Chinese Financial Training and Certification Courses – Offered in Mainland China – Offered Year Round – Open Enrollment from Beijing AAFM Offices.

Taiwan Financial Training and Certification Courses – Offered from Taipei AAFM Offices – Open Enrollment

Singapore Financial Training and Certification Courses AAFM Courses – Open Enrollment – Wealth Management Diploma and Certification

South American and Bolivia AAFM South American Courses – Open Enrollment – Master Financial Professional

Singapore Financial Training – CWM Certified Wealth Manager Course – Open Enrollment http://www.acpe.edu.sg/programmes/wealth_management.html

International Diploma in Risk Management – From AAFM Dubai, UAE

1. Certified Risk Analyst™ (CRA) - core course 12 – 16 August 2007

2. Certified Credit Analyst™ (CCA) - elective course 18 – 22 February 2007 and 15 – 19 July 2007

3. Certified Compliance Officer™ (CCO) - elective course 25 – 29 March 2007 and4 – 8 November 2007

4. Certified Operational And Market Risk Analyst™ (CORM) - core course 6 – 10 May 2007

5. Project And Contract Risk Specialist™ (PCRS) - core course 21 – 25 October 2007

6. Certified Corporate Banker™ (CCB) - elective course 9 – 13 December 2007

• AICPA Conferences

• AIMR

• Asset International's conference listings

• The Center for Investment Research

• The Economist Conferences

• Euromoney Conferences

• Euromoney Seminars

• Euromoney Training - Americas

• Financial-Conferences.com

• Financial Research Associates

• IBC Financial Conferences

• IBC Global Conferences

• ICBI Conferences (United Kingdom)

• Information Management Network

• The Institute for International Research

• Institutional Investor Conferences

• International Business Forum

• International Investment Conferences

• International Quality and Productivity Centre (United Kingdom)

• IMCA Conferences - Investment Management Consultants Association

• IRC Conferences (United Kingdom)

• marcus evans Conferences

• NMS Management

• Opal Financial Group

• Risk and EPRM Conferences

• Securities Industry News Conferences

• Specialist Pension Services (United Kingdom)

• Strategic Research Institute

• University Conference Services

• World Research Group

• American Banker Conferences
  Sponsored by Thomson Financial's American Banker, site provides information, presenters, networking opportunities and venues to assist clientele.
  
  
• Economist Conferences
  The Economist publication sponsors conferences around the world on global issues, including finance.
  
  
• Financial Executives Institute Upcoming Conferences
  List of conferences and related information.
  
  
• Financial Management Association Finance Conferences
  List of conferences and related information.
  
  
• Financial-Conferences.com
  Database of financial courses and conferences from organizers world-wide. Users can search by organiser, category, keyword, location, date and event type.
  
  
• Forbes
  Forbes magazine sponsors conferences for senior executives. Conferences include CEO Forum, CFO Forum, and more.
  
  
• IBC Conferences
  Global database of Financial & Insurance events, journals and information products; users can search by country and subject area.
  
  
• Information Management Network
  Organizes conferences around the world for the global finance and investment communities in the areas of structured finance, investment management and real estate.
  
  
• Institute for International Research
  International information company that sponsors conferences in many industries, including finance, banking, and insurance.
  
  
• Institutional Investor Conferences
  Professional programs for senior executives.
  
  
• IQPC Financial Services Conferences
  International listing of conferences held by the International Quality and Productivity Center for the financial services industry.
  
  
• LIMRA International
  Provider of marketing information to companies involved in marketing annuity, disability, health, life, mutual fund and retirement savings products.
  
  
• Opal Financial Group
  Institutional investment conferences.
  
  
• Securities Data Publishing
  Sponsors conferences in fields such as venture capital, asset management and etc..
  
  
• Securities Industry Association
  Sponsors various conferences for professionals in the securities business.
  
  
• Securities Industry Association: T+1 Conference
  
  
  
• SMi Finance Division Conferences
  Based in Europe, produces conferences and publications covering topics as diverse as: Private Finance Initiative, Public Private Partnerships, Banking Technology, Payment Cards, Project Finance.
  
  
• Strategic Research Institute
  
  
  
  
• University Conference Services
  Executive education conferences for financial, human resource and systems professionals

Associations

Professional associations often provide 1) overviews of what is happening in the field, 2) links to periodicals and other resources, and 3) career or position information. See for example:

• Association for Financial Counseling and Planning Education "
  
  
• Financial Planning Association
  
  
• Guide to Professional Associations, Conferences and Finance Publications via Financial Management Association International.
  
  
• Academy of Financial Services"
  
  
• National Association of Personal Financial Advisors"
  
  Some journals are available on, or have a presence on, the Internet, including:
  
  

  Financial Counseling and Planning Journal. Includes full text of articles.
  

  Financial Planning Magazine Note News section for current awareness articles. Fulltext of magazine is available via Proquest
  

  Financial Services Review: The Journal of Individual Financial Management. Provides abstracts of current articles.
  

  Kiplinger Online
  

  
  

  Family and Consumer Economics Journals"
  

  Journals and Other Publishing Resources via the Association for Financial Counseling and Planning Education.

  Financial Planning Resources on the Net
  
  

  Related Sites via the Financial Planning Association.
  
  Finance Search Engine
  

  Financewise Search engine for finance. "FinanceWise doesn't aim to index the Internet in its entirety, only sites which possess content of interest to the financial world.
  

  Math & Calculators
  

  Mathematics of Individual FinanceMarquette University College of Business Administration
  
  

  Check Financial Planning Calculators available via Waddell and Reed
  

  Calculators and Games via the National Association of Securities Dealers.
  

  Career Information
  

  Check for job opportunities in Finance and Consulting in Careers in Business
  

  AFCPE Certification Programs Association for Financial Counseling and Planning Education
  

  Personal Financial Planning Process
  

  An Introduction to Personal Financial Management Assembled by Carter McNamara, MBA, PhD.
  

  Learning to Invest By the National Association of Securities Dealers, Inc.
  

  Personal Finance 101 Click on Directory. Includes an overview of planning process, and includes sections on assets and debt, insurance needs, investing, retirement and estate planning.
  

  Financial Planning Basics by Dr. James Mallett, Stetson University via Invest FAQ - Frequently Asked Questions
  

  Information for Personal and Institutional Investors via Ohio State's Virtual Finance Library
  

  Investment FAQ Includes sections on analysis, bonds, derivatives, exchanges, financial planning.

  
  Time Value of Money
  
  

  The Time Value of Money Chapter 5, Mathematics of Individual Finance, Marquette University College of Business Administration
  
  

  Time Value of Money via Financial Players Center Personal Finance Training Online.
  
  

  Introduction to the Time Value of Money Calculator by Roswell Mathis, New Jersey Institute of Technology School of Management
  

  Insurance

  Insure.com with links to sections on annuities, auto, health, home, and life insurance
  
  

  Term Life Insurance and Annuities The Internet's First, Real-Time, Insurance Comparison System." (Quote from website, August 3, 1998)
  
  

  Yahoo Insurance Center
  

  Insurance 101
  

  Life Insurance Center via financenter.com
  

  Property and Casualty Center via Financecenter.com
  

  Education Planning
  

  Planning for Your Children's Education section of Keys to Wealth: Questions and Answers on Protecting Your Estate from the National Network of Estate Planning Attorneys.
  

  Saving for College via TIAA-CREF.
  

  Education Funding Calculator via Waddell & Reed
  

  Cash Management, Savings, Credit and Debt Planning
  

  Library for Money Management
  

  Budgeting Analyzers via financecenter.com
  

  Savings Analyzers via financecenter.com
  

  Credit Lines Analyzers via financecenter.com
  

  Credit Cards Analyzers via Financecenter.com
  

  Estate Planning
  

  Layne Rushforth's Estate Planning Pages
  

  Robert Clofine's Elderlaw and Estate Planning Page "
  

  Crash Course in Wills and Trusts by Michael T. Palermo, Attorney at Law; chartered financial professional
  

  Wills on the Web Wills of Celebrities and Ordinary People, 1493-1998. Just for fun.
  

  Retirement Planning
  

  Quicken Retirement Planner
  

  Retirement and Estate Planning via Investorguide
  

  The Retire Early Home Page "
  

  "The 21st Century Retirement Security Plan" May 19, 1998, by the National Commission on Retirement Policy.
  

  Retirement Funding Calculator via Waddell & Reed
  

  Retirement Income Calculator via Waddell & Reed
  

  Retirement Analyzers via financecenter.com
  

  Investment Planning
  
  CBS Marketwatch
  

  Fund Spot provided by Peter Stoermer.
  

  Morningstar
  

  Investment Results Calculator via Waddell & Reed
  

  Stock Analyzers via financecenter.com.
  

  Mutual Fund Analyzers via financecenter.com

  Tax Planning
  

  Tax and Accounting Sites Directory maintained by Dennis Schmidt, Schmidt Enterprises.

  Business Planning for a Financial Planning Practice
  
  Preparing a Business Plan via Canada/British Columbia Business Service Centre. Includes sections on why prepare a business plan? business plan fundamentals, and sample business plan.
  
  Business Plan Outline via the Small Business Administration.
  

  Virtual Business Plan
  

  Small Business Information via Yahoo!
  
  
  
  

   

  Finance Associations
  

  • AACSB Accreditation
  • American Finance Association
  • American Real Estate Society
  • American Real Estate and Urban Economics Association
  • Asia Pacific Finance Association
  • Association of Financial Economists
  • Association for Finance Professionals
  • AIMR
  • Chinese Finance Association
  • Decision Sciences Institute
  • Eastern Finance Association
  • European Finance Association
  • European Finance Association (After October, 2001)
  • European Financial Management Association
  • Equipment Leasing and Finance Foundation
  • Financial Economics Network
  • Financial Executives Institute
  • Financial Management Association International
  • Foundation for Continuing Education
  • French Finance Association
  • Global Finance Association
  • Institute of Psychology and Markets
  • Institute of Management Accountants
  • International Association of Financial Engineering
  • Korea America Finance Association
  • Midwest Finance Association
  • Pacific Rim Real Estate Society
  • Real Estate Research Institute
  • Securities Institute Research Center of Asia/Pacific
  • Society of Computational Economists
  • Southern Finance Association
  • Western Finance Association

  
  Conferences
  

  • APFA/PACAP/FMA Finance Conference
  • American Finance Association
  • American Real Estate Society
  • American Real Estate and Urban Economics Association Association for Finance Professionals
  • European Finance Association
  • Financial Management Association - 2002 Annual Meeting
  • Financial Management Association - 2002 European Meeting
  • Global Finance Association
  • Institute of Management Accountants
  • North American Case Research Association
  • Southern Finance Association

  
  Finance Publications
  

  • Accounting and Finance
  • American Economic Review
  • Asia Pacific Journal of Finance
  • CFA Digest
  • CFO Magazine
  • European Finance Review
  • European Financial Mana