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American Academy of Financial Management
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About AAFM ® American Academy Board of Standrds

FAQ - Frequently Asked Questions
Questions
  1. How and when was the AAFM® Board founded?
  2. How is the AAFM Structured?
  3. How do I join The American Academy of Financial Management ™ ?
  4. Is The American Academy recognized worldwide?
  5. How do I gain Board Certification and a Charter?
  6. What is AAFMs Mission?
  7. Can our company offer AAFM Certified Training?
  8. How about AAFM Training?
  9. What other recognition does AAFM have?
  10. How do I gain AAFM Board Certification and a Charter?
  11. Download AAFM Handbook © Ethics, Code of Conduct
Q1:
How and when was the AAFM ® Board founded?
A: The AAFM Board of Stadnards 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 was originally established as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, and MBA graduates and to award the financial analyst and tax designation. The merger of these two entities provided a cross-discipline association with strong reach and a mature membership platform.
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Q2:
How is the AAFM Structured?
A:

The AAFM is the official Board of Standards and Certifying Body. The AAFM Board and AAFM Accreditation Commission regulates the certifications, exams, registered educuational programs, and standards for certifications along with issuing a membership code of ethics and standards of practice. Board Recognized AAFM localized member organizations operate 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 local chapter. 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 and the Peel Case) and these cases also dictates the use of the AAFM marks as respect it’s members.

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Q3:
How do I join The American Academy of Financial Management ™ ?
A: Simply submit your application and resume for review to our AAFM™Global Board of Standards which is composed of Professionals and Executives in 100 countries Worldwide. You will soon learn if you are eligible for advanced standing. AAFM is the first to require gradaute credentiasl for membership.™
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Q4:
Is The American Academy recognized worldwide?
A: AAFM™ has an acknowledgment agreement with the ACBSP and the ACBSP Accreditation Agency and a global recognition agreement and professional association membership with the AACSB ™ International. AAFM now has 560 approved and registered training programs which are accredited. AAFM™ is the first global organization to recognize superior business schools. AAFM has members who are top faculty from the best universities in the World. AAFM is listed disclosed on the Investor Education, Dept of Education, Unitied Nations Civil Society, and US Department of Labor Websites while AAFM is the 1st International Financial Org to receive sanction recognition from an agency of the Chinese Government --the largest population in the world. Further, AAFM has co-existence trademark agreements with the CFP™ and CFA AIMR™ Board of Standards where AAFM™ has special rights to various trademarks and IP such as the the MFP™ Master Financial Professional™ Trademark and Licensing around the world while the AAFM respects the IP of the others.
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Q5:
How do I gain Board Certification and a Charter?
A: Read the AAFM™ requirements page and then apply .© to our Graduate Board of Standards Review.
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Q6:
What is AAFMs Mission?
A: Click Here to Read the AAFM Global Mission Statement
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Q7: Can our company offer AAFM Certified Training?
A:
AAFM™ offers courses worldwide . If you desire in-house corporate training or your institution has an interest in offering AAFM Executive Certification Programs through your training centers, company, or college, please contact us by clicking here.
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Q8:
How about AAFM Training?
A: AAFM offers financial planning training and wealth management training in conjunction with TJSL Law School, BISYS International, BSI Global, Dearborn Kaplan, and The IIPA Worldwide. These are some of the largest financial training companies in the world. BISYS and Dearborn Kaplan have made online courses available for AAFM and the various academies are offering AAFM certification training courses in several countries worldwide.
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Q9:
What other recognition does AAFM have?
A: AAFM has been listed or recognized by various governmental and authoritative bodies in specific Investor Education Online Brochures and the US Department of Labor Websites , Through Global Alliances, Through membership in Accreditation Organizations, and through global trademark agreements.
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Q10:
How do I gain AAFM Board Certification and a Charter?
A: Read the AAFM™ requirements page and then apply .©.
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