American Academy of Financial Management™ (AAFM™) Certification Overview

The American Academy of Financial Management™ (AAFM™) stands at the forefront of global financial education and certification, with a mission to set high standards in financial management and wealth advisory. Established as a leading Board of Standards and Financial Professional Organization, AAFM™ operates in over 151 countries, offering prestigious certifications and designations that signify excellence in financial expertise.

AAFM™ Certifications: An Overview

AAFM™ certifications are designed to validate the advanced knowledge and skills of professionals across various financial disciplines. These certifications are recognized by more than 800 accredited business and law schools globally. The AAFM™ certification portfolio includes:

1. Chartered Trust & Estate Planner® (CTEP®)
   • Certification Exam: CTEP® Certification Examination
   • Focus: Expertise in managing trusts and estates, ensuring comprehensive estate planning.
2. Chartered Wealth Manager® (CWM®)
   • Examinations:
     • Foundation Level (Level 1) Examination
     • Advanced Level (Level 2) Examination
   • Focus: Advanced skills in wealth management and investment strategies.
3. Accredited Financial Analyst® (AFA®)
   • Examinations:
     • Foundation Level (Level 1) Examination
     • Advanced Level (Level 2) Examination
   • Focus: In-depth financial analysis and research capabilities.
4. Chartered Economist® (Ch.E®)
   • Certification Exam: Ch.E® Certification Examination
   • Focus: Mastery of economic principles and their applications in financial management.

Certification Process

To achieve certification through AAFM™, candidates must:

1. Meet Prerequisites: Ensure you fulfill all educational, professional, and experience requirements for your desired certification.
2. Register: Complete the registration process with AAFM™ and pay the necessary fees.
3. Create an Account: Set up an account on the AAFM™ portal or log in to your existing account.
4. Submit Application: Fill out the Examination Form and pay the associated fees to AAFM™.
5. Authorization: Receive an authorization-to-test email from Pearson VUE, which includes your login details and confirms your eligibility.

Scheduling Your Examination

1. Create a Pearson VUE Account: If you are a first-time test taker, create a Pearson VUE web account. This process may take up to 24 hours. Use the details provided in your authorization email to set up your account.
2. Book Your Exam: Once your account is active, schedule, reschedule, or cancel your exam appointment through Pearson VUE. Appointments can be made up to one calendar day in advance.
3. Confirm Your Appointment: Pearson VUE will send a confirmation email detailing your test date, time, location, and additional instructions. Ensure you review this information thoroughly.

Important Considerations

• Testing Accommodations: If you require special accommodations, submit your request during the application process. For existing approvals, contact AAFM™ directly at credentials@aafm.org.
• International Testing: For exams outside the U.S., an additional international scheduling fee of $500 applies, which is waived for active military personnel.

For comprehensive details on certification requirements, exam schedules, and further assistance, visit the AAFM™ Global Website or contact the AAFM™ certification team.