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BACKGROUND The AAFM was founded in 1996 , via a merger between the American Academy of Financial Management & Analysts (AAFMA) and the Founders Advisory Committee of the Original Tax and Estate Planning Law Review. The AAFM is a professional association governed by a Board of Standards and a membership code of ethics and standards of practice. The AAFM operates in most countries as a ‘society’ or non-profit association, with the members of the local or regional chapter making up the ‘owners’ of the society. At all times the AAFM and its members are accountable to the community and to the board of standards. The Academy’s legal and operational structure is somewhat dictated by a landmark US Supreme Court case (Ibanez vs. Florida) "Ibanez Case" and this case also dictates the use of the AAFM marks as respect its members. GRADUATE POST NOMINAL DESIGNATIONS The American Academy of Financial Management maintains more than 20 designations in the finance arena, with highly specialized role-based post-nominal awards. Members must either have come through one of the AAFM Accredited University Finance programs (such as Universities within "Department of Labor BLS , or National Association of Securities Dealers (NASD) "NASD Designations Pages and Disclosures" , . AAFM Designations are available as executive certification courses for accredited degree holders in: North and South America as well as Asia, India, and the Middle East. See Links Below. Chartered Wealth Manager The CWM is only available for wealth managers with an accredited masters degree, law degree, CPA, PhD or specialized executive training. Chartered Asset Manager The CAM is only available for asset managers with an accredited masters degree, law degree, MBA, CPA, PhD or specialized executive training. Chartered Portfolio Manager The CPM is only available for portfolio managers with an accredited masters degree, MBA, law degree, CPA, PhD or specialized executive training. Master Financial Professional The MFP is only available for financial planning managers with an AACSB or ACBSP accredited degree, ABA law degree, MBA , CPA , PhD or specialized executive training. The AAFM has mutual legal recognition agreements with over 560 accredited and registered business schools to convey this credential to registered graduates of these top institutions. Certified Market Analyst The Certified Market Analyst or Chartered Market Analyst credential is only available for financial analysts and market analysts with an earned & accredited masters degree, law degree, MBA, CPA, PhD or specialized AAFM executive training. The CMA has a focus on technical and fundamental analysis. Requirements are very high which include: graduate education, ethics, continuing education, and vast experience with research, publications and investments. Chartered Trust and Estate Planner The CTEP is only available for estates and trust managers with an accredited degree, law degree, MBA, CPA, PhD or specialized executive training. Trust and estates experience and knowledge is required. Registered Financial Specialist The RFS is only available for financial planning managers with an accredited degree, MBA, law degree, CPA, PhD or specialized executive training. Criteria for this award includes ethics, continuing education, testing, education, and degree. LEGAL AND OTHER RECOGNITION The American Academy of Financial Management has mutual cross- recognition agreements from the as being on the forefront of the Wealth Management training while also granting Lawyers, CPA's and even CFA's some advanced standing via board articulation agreements. "AAFM Wall Street Journal Article" STANDARDS : The AAFM has always required a college degree to be a candidate for certification. Other major insurance and financial planner organizations are only now . ACCREDITED EDUCATION AND CERTIFICATION |
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