American Academy of Financial Management - Certifications/Designations

Certifications/Designations

The AAFM awards a number of designations, including chartered asset manager (CAM), chartered market analyst (CMA), chartered portfolio manager (CPM), chartered trust and estate planner (CTEP), chartered wealth manager (CWM), and master financial professional (MFP).

Some of these designations are available to anyone with an accredited degree or license in finance, investments, securities, economics, or accounting upon payment of a fee. The CWM certification normally involves about 80 hours of online study, although holders of certain professional designations, such as a CFA or CPA, need only take a test and pay a fee; in some cases, the testing requirement can be waived as well, for anyone with sufficient professional experience, with initiation payment. Those with a degree that has involved at least some business coursework may also take an AAFM certification course, pay a fee, and receive an MFP.

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