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American Academy of Financial Management™ (AAFM™) Certifications

Overview of AAFM Financial Certifications

The American Academy of Financial Management™ (AAFM™) is an esteemed global organization dedicated to setting standards for financial professionals. With a presence in over 151 countries, AAFM offers exclusive certifications, charters, and master’s designations to qualified candidates. The AAFM Board of Standards endorses over 800 accredited business schools, law schools, and programs worldwide, ensuring a high level of educational quality.

AAFM Certification Programs

The certifications provided by AAFM are designed to cater to various specialties within the financial sector. Below is a summary of the certifications offered:

Financial Analysis & Research

  • Accredited Financial Analyst® (AFA®)
    • Foundation Level (Level 1) Examination
    • Advanced Level (Level 2) Examination

Wealth Management

  • Chartered Wealth Manager® (CWM®)
    • CWM® Level 1 Certification Examination

Earning AAFM Certifications and Designations

AAFM’s certifications, such as those for wealth managers, financial analysts, investment bankers, and accountants, are highly respected in the financial industry. These credentials are granted by the AAFM Board of Standards and signify a professional’s expertise and ethical commitment.

To earn an AAFM certification or designation, candidates must fulfill several requirements, including:

  • Educational Prerequisites: Candidates must meet specific educational criteria.
  • Degree Requirements: Relevant academic degrees must be obtained.
  • Examination: Passing the certification exams is mandatory.
  • Experience: Relevant professional experience is required.
  • Continuing Education: Ongoing education ensures professionals stay current.
  • Ethics: Adherence to ethical standards is crucial.
  • Fees: Payment of certification and good standing fees.

Important Note: Passing the AAFM certification examination alone does not guarantee certification. Candidates must complete the entire certification process as outlined on the AAFM Global website.

Certification Requirements

Before scheduling an examination appointment, candidates must:

  1. Meet Prerequisites: Fulfill all educational and professional prerequisites for the certification.
  2. Register with AAFM Global: Enroll as a candidate on the AAFM Global website.
  3. Complete Online Registration: Submit the Student Registration Form online.
  4. Receive Authorization: Obtain an examination authorization email from Pearson VUE with login details.

Exam Scheduling

Candidates must log into their Pearson VUE AAFM Candidate Account to schedule their exam and pay the necessary fees. The authorization email will specify the eligibility period for taking the exam. Appointments can be scheduled up to one business day in advance, but availability is on a first-come, first-served basis.

Final Steps for Certification

Upon successful completion of the exam, candidates must ensure all other requirements are met to obtain their certification. Detailed instructions and additional information can be found on the AAFM Global website.

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