AAFM Board Certified Financial Analyst Designate and Financial Planner Association Chartered Certification & Financial Planning College & Training Worldwide
American Academy of Financial Management
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Stay Certified

Continuing Education requirements

How to Stay Certified and Maintain Good Standing ?



Annually, each AAFM charter holder and board certification holder should complete 15 hours or more of continuing education CE credits. Contained below is a list of education that counts toward CE credits with the AAFM. 15 hours would be equivalent to a 2 day seminar or conference event. Members receive 1 point or credit for 1 equivalent hour of recognized training.

Members may complete one of the below or a combination to fulfill their annual requirements:
  1. The AAFM Approved Annual Congress counts for full CE Credit. This is a Full 2 day event that counts for 15 hours.
  2. Attendance of 15 or more hours of approved education for lawyers or CPAs. (2 days of training)
  3. 15 Hours of executive education from an AACSB accredited business school (i.e. or one full graduate course would count)
  4. Attend of our Global Economic and Wealth Management Summit or similar events, or
  5. Attend a recognized training program conducted by AACSB, ACBSP, IIFM, AABFS, AAFMLA, BSI, Kaplan, Dearboard, or one of our many degree, training providers globally.
Note: First year Exemption
Fellows in their first year of membership are exempt from the CE requirements. CE must be done from the second year of fellowship only.
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