The AAFM 'Board of Standards was founded via a merger between the American Academy of Financial Management & Analysts (AAFMA) and the Founders Advisory Committee of the Original Tax and Estate Planning Law Review '. The AAFMA was originally established in as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, PhD, and MBA graduates and to award the wealth management, estate planning, and tax designations. AAFM currently recognizes over 25,000 PhDs, Lawyers, CPAs, AACSB Graduates, & Masters Degree Holders as executive members in over 150 nations. Presently, AAFM has over 160 thousand associate member candidates. As there had not been a graduate professional financial organization specifically for MBAs, CPAs, Lawyers and PhDs, the AAFM ' has met this need and become the organization of choice for highly educated individuals or industry experts because AAFM requires an accredited college degree for membership and certification.

Furthermore, AAFM ˙ Board has several certifications that are compliance friendly and listed and disclosed within the regulatory and governmental investor education websites. Further, The AAFM Board is recognized by authorities sources worldwide such as the US Department of Labor BLS Brochures and the US Department of Education Registry and Directory. The AAFM ˙ Board of Standards USA also has negotiated global trademark agreements with the CFP ˙ Board of Standards and the CFA ˙ Institute.

AAFM ' is the regulatory and Certifying body for the much sought after AAFM ' Designations and Credentials. The AAFM ' Executive Designation Programs provide the assurance that the holder has met the suggested criteria for graduate credentials set out in the Ibanez US Supreme Court Decision. Further, the AAFM board certification requires passing 6 different levels of standards. Acceptance into the AAFM is a high distinction and requires the holder to possess a graduate level portfolio of skills and knowledge. Acceptance statistics are not high, and the designation when achieved is a high honor strictly for accredited degree graduates.

The AAFM ' Board has seen a meteoric rise to affluence and membership in recent years, as financial executives and managers strive to maintain and augment their education, credentials, integrity, and skill sets. The AAFM Board has strategic partnerships with 560 business schools globally through the top two business school accreditation agencies worldwide, The AACSB ' International and The ACBSP '. AAFM also has an alliance with the RSOF Royal Society of Fellows Worldwide, and AAFM ˙ and the RSOF ' provide the most elite global conferences on finance, tax, investments, law, wealth management, portfolio management, economics, and ecommerce issues. The AAFM has the most registered and accredited providers of certification education in the world along with being the 1st to provide ABA American Bar Association recognized certification education.