The American Academy of Financial Management ™ is an worldwide financial professional organization with members in 100+ countries hosting and organizing certification training worldwide and offering our exclusive designations to candidates who meet the high standards.. AAFM is in alliance with the top 560 business schools in the world. If you desire to be recognized by our worldwide academic & professional organization and improve your education, resume, or credentials, then, you are taking the best step to a better career and achieving graduate financial designations. You can gain board certification and a charter as a financial professional, wealth manager, market analyst, financial and investment planner, asset manager, trust and estate planning analyst, or economist .© AAFM offers several industry recognized graduate designations to qualified professionals. To see a list of our certifications, click here. To view our requirements, click here.

New Books and Publications from AAFM

Wealth Management – A Treatise and Guide for the Wealthy
A 350+ Page Wealth Management treatise (Over 84 thousand words) which is a compilation of information on Wealth Management, Trusts, Insurance, Mutual Funds, Investing, Retirement, Financial Planning, Economics, Estate Planning, and much much more. Guide for Certified Wealth Managers and Super Wealthy Clients. Contains a large and useful glossary for Wealth Managers and other supplements on taxation, education planning, and other glossarys. AAFM FZ International.

Anti Money Laundering Laws and Regulation
Introduction to the Bank Secrecy Act Financial Crimes Enforcement Network Reports and Recordkeeping Requirements Customer Identification Program Special Information Sharing Procedures to Deter Money Laundering and Terrorist Activities Customer Due Diligence Banking Services and Activities with Greater Potential for Money Laundering and Enhanced Due Diligence Procedures Monitoring Bank Secrecy Act Compliance BSA Violations and Enforcement Identification of Suspicious Transactions Suspicious Activity Reporting Office of Foreign Assets Control Examples of Proper Citation of Apparent Violations of the BSA Related Regulations in the Report of Examination Web-Site References. AAFM FZ International.

Trust and Estates Management and Regulation
Trust Management Operations, Controls and Auditing Asset Management Securities Transactions, Processing and Administration Compliance Account Administration - Personal and Charitable Accounts Compliance/Account Administration Employee Benefit Accounts Account Administration Corporate Trust Accounts Conflicts Of Interest Self-Dealing and Contingent Liabilities Collective investment funds law, regulations and opinions Glossary This manual is a supplement for CTEP Chartered Trust and Estate Planners and CWM Certified Wealth Managers. AAFM FZ International.

Investment Management Strategy and Policy
Separately Managed Accounts Mutual Fund Wrap Accounts Commingled or Pooled Investment Funds Investment Clients Institutional Investors Regulation and Supervision Functionally Regulated Activities Private Trusts Risks Compliance Risk Risk Management Processes Risk Controls Contingency and disaster recovery plans. Quantity of Risk — Bank Activities Control Systems General Procedures — Registered Investment Advisers Appendix A: Portfolio Management Processes Stage 1 — Development of Investment Policy Appendix B: Trust Investment Law Modern Portfolio Theory The Prudent Investor Rule The Uniform Prudent Investor Act Appendix C: ERISA Investment Standards Appendix D: Investment Management and 12 CFR 9 Investment Policy Benefits Appendix F: Guidelines for Selecting Investment Managers and Advisers. AAFM FZ International.

Fundamentals of US Economics and Markets
The Basics of the US Economy - 110+ Pages Compiled and Edited by AAFM FZ International History of the Economy of the United States The Business Environment for Entrepreneurs and Companies The US Stock Markets The Role of the US Government in the Economy Money, Banking, Monetary and Fiscal Policy Labor and US Economics Farming Agriculture and The Economy The Future of US Economics Glossary of Economic Terms

Basics on Investing, Financial Markets and Financial Planning
A 100+ Page treatise and compilation of information on Investing, Retirement, Financial Planning, Estate Planning, Insurance, and much much more. Guide for Certified Asset Managers and Registered Financial Specialists. AAFM FZ International.

CWM Wealth Management Lecture Notes - International Edition
(542 Pages) Lecture notes and slides for the Wealth Management Program Certification Training covering investments, banking, portfolio management, financial management and more. Over 500 Pages of Information for Certified Wealth Managers by AAFM FZ LLC International

MFP Master Financial Professional Lecture Notes
Lecture Notes, Slides and Materials for the AAFM Master Financial Professional Excecutive Training Course that leads to the MFP Master Financial Professional Board Certification. Over 250 pages of training information for graduate students of finance. AAFM FZ International.