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 are the requirements to earn certification.

We accept level II business school and law school 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.

  • Complete a related degree with an AAFM ® approved and accredited university program.

  • Complete one of our Executive Certification Training Programs Worldwide

  • Complete Approved or Recognized AAFM ® Wealth Management and Financial Planning Training Online with our providers

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