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

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 AAFM ® accepts qualifications such as: 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) Qualified Professors and Academic Researchers. After review, we can quickly notify you as to your eligibility or advanced standing. View our Financial Certifications...
  3. Or Complete one of our Executive Certification Training Programs Worldwide to earn one of our Graduate Certifications.
  5. 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.
  6. 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.
  7. Online Certification Courses Sponsored by TJSL ABA Accredited Law School
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* YOU MUST ALSO PROVE THROUGH YOUR GOOD FAITH SUBMISSIONS & DOCUMENTATION THAT YOU HAVE SPECIALIZED EXPERIENCE TO OBTAIN ANY GRADUATE DESIGNATION ABOVE THE MFP MASTER FINANCIAL PROFESSIONAL