Requirements

Requirement of Membership and Certification by AAFM ® ™

The Global Academy of Finance and Management ™ AAFM ® allows certification for individuals with qualifying education & experience, here is the requirements to get the certification.

  1. Portfolio Review
    We accept qualifications such as:
    • An AACSB or ACBSP Accredited Financial Related Degree
    • Vast professional experience,
    • MBA/MASTERS or Law Degree, PhD, or CPA, Recognized Designations, & specialization work, or
    • Banking or insurance executives with vast experience,
    • Professors and Academic Researchers.

    After review, we can quickly notify you as to your eligibility or advanced standing.
    Please Note:
    MFP (Master Financial Professional) and RFS Registered Financial Specialist
    is the only portfolio review exemption or advanced standing category offered to non-US citizens currently, for other qualifications, please review the various executive training programs offered through our global partners.
  2. Complete a related degree with an AAFM ® approved and accredited university program.
  3. Complete one of our Executive Certification Training Programs Worldwide
  4. Complete Approved or Recognized AAFM ® Wealth Management and Financial Planning Training Online with our providers

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