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American Academy of Financial Management™ (AAFM™) Certifications

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AAFM Financial Certifications

The American Academy of Financial Management™ is a worldwide Board of Standards and Financial Professional Organization, with members in 151+ countries offering exclusive certified designations, charters, and masters certification to candidates who meet the high standards. AAFM Board of Standards approves and recognized top 800+ Accredited Business Schools, Law Schools and Programs around the world.

The Certfications offered worldwide by the AAFM are as follows:

Category Certification Examination
Trust and Estate Planning Chartered Trust & Estate Planner® (CTEP®) CTEP® Certification Examination
Wealth Management Chartered Wealth Manager® CWM® Foundation Level (Level 1) Examination
Advanced Level (Level 2) Examination
Financial Analysis & Research Accredited Financial Analyst® Foundation Level (Level 1) Examination
Advanced Level (Level 2) Examination

AAFM Board Certification and Designations are certification credential marks for Wealth Managers, Financial Analysts, Investment Bankers, Accountants etc. conferred by the American Academy Board of Standards. To receive authorization or accreditation to use AAFM Board Certification and Designations, the candidate must meet education, degree, examination, experience, continuing education, and ethics requirements, and pay good standing or certification fees.

Note: Although clearing of the AAFM certification examination is an important step towards grant of the Designation / Certification, it does not automatically entitle the candidate for the certification / designation. For the grant of the Certification / Designation, the candidate needs to complete the certification process with AAFM. Candidates are advised to contact their Education Provider for details in this regards.

Requirements

Before scheduling and examination appointment, you must have already:

  1. Met the prerequisites for the certification;
  2. Registered with AAFM India as a candidate;
  3. Completed an online Student Registration Form, and paid the requisite fee;
  4. Created an account in the AAFM India Portal or logged into your existing account;
  5. Filled the Examination Form and paid the requisite fees to AAFM India;
  6. Received an examination authorization email from Pearson VUE providing you with your login details and notifying you that you are now eligible to start the scheduling process.

Your examination authorization email will provide you with the last dates you are eligible to take the exam. It is up to you to make an appointment and take the exam before the eligibility expires. Exam appointment may be made up to one business day in advance. Locations are available on a first-come, first-served basis.

Scheduling

Appointments may be made up to one calendar day prior to the day a candidate wishes to test, subject to availability.

  • Schedule Test Online
  • Schedule Test Over the Phone
Last updated 2014-07-07