AAFM Board Certified Financial Analyst Designate and Financial Planner Association Providing Charter Certification & Wealth Management Training

Board Certified Financial Analyst Financial Planner
Board Certified Financial Analyst and Financial Planner Association Providing Charter Certification & Certified Finanical Training Board Certified Financial Analyst and Financial Planner Association Providing Charter Certification & Certified Finanical Training Board Certified Financial Analyst and Financial Planner Association Providing Charter Certification & Certified Finanical Training planner certified financial planner certified financial planner planner certified financial planner  

FAD Submitted, Disclosed and Accepted for review by NASD.

Designation:FAD ™Financial Analyst Designate - Market Analyst
Issuing Organization:American Academy of Financial Management (AAFM)
Organization's Web Site:http://www.financialanalyst.org/
Prerequesites/Experience Required:Candidate has 3 years experience in financial management or related industry
Educational Requirements:Eligible candidates must successfully complete at least one of the following:
  • AAFM-approved degree (graduate or undergraduate) in finance, tax, accounting, financial services, law or a CPA, MBA, MS, PhD, or JD from an accredited school or organization
  • 5 or more approved and related courses from an AACSB or ACBSP accredited business school or AAFM sanctioned program
  • AAFM Executive Certification training course
Examination Type:Varies according to educational requirement above
Continuing Education/Experience Requirements:15 hours per year
Investor Complaint Process:Online using Contact Us link and submitting a complaint
Public Disciplinary Process:None
Check Professional's Status Online:Online using Contact Us link and checking "Verify Member"

 

1. What is the acronym for this professional designation? FAD

2. What does this acronym stand for?

Financial Analyst Designate ™

3. What are the stated areas of expertise for this designation?

Focus on financial analysis, financial management, investment management, and financial research. Candidate is recognized as holder of AAFM Board Certified FAD Financial Analyst Designation.

4. What organization issues this designation?

AAFM American Academy of Financial Management - Board of Standards

5. What is the issuing organization's internet Web site address (URL)?

http://www.financialanalyst.org

6. What prerequesites or experience are required to obtain this designation?

  • Education, (7) years of Experience in financial analysis
  • Continuing Education
  • Testing
  • Abide by AAFM Ethics Criteria
  • Criteria based on Ibanez US Supreme Court Decision.

7. What educational requirements does this designation have?

Completion of recognized financial analysis training courses and experience along with an MBA, CPA, CFA, PhD, DBA, or Masters Degree, or Law Degree from an accredited university or college along with relevant industry experience. Managers, executives, and professionals with 5 or more years of experience
may take our 5 day on-site executive training courses with exit exams to secure AAFM designation in 10 different nations.

8. What examinations must be passed to receive this designation?

Candidates must complete relevant courses or successfully complete testing to achieve an MBA,MS, PhD, Masters, Doctorate, CPA, CFA, CIMA or other relevant recognized International graduate professional credential or degree requirements.

9. What continuing education or experience requirements does this designation have?

A minimum of 15 hours per year which can be from an official AAFM CE Continuing Education Distributer or approved AACSB accredited business school.

10. Does the issuing organization have an investor complaint process?

Yes

If yes, please describe the investor complaint process in detail.

If a consumer notifies AAFM regarding the use of designations by AAFM designation holders, AAFM has a process of investigation and review of the good standing of the holder of the designation of which the holder may be subject to probation or revocation.

Is there a Web site for the investor complaint process?

Yes

If yes, what is the internet address (URL) for the site?

http://www.financialanalyst.org/contactcomplaint.html

11. Does the issuing organization have a public disciplinary process?

No

If yes, please describe the public disciplinary process in detail.

The AAFM self regulatory disciplinary process consist generally of:

  • Reviewing Complaints
  • Review Information, facts, or law
  • Review NASD or Securities Regulatory Information or revocations
  • Review AAFM Good Standing
  • Vote on Revocation
  • Possible notification of legal authorities for abuse or trademark violation.

Is there a Web site for the public disciplinary process?

Yes

If yes, what is the internet address (URL) for the site?

http://www.financialcertified.com/revoke.html

12. Can an investor check the status of an investment professional with this designation online?

Yes

If yes, what is the internet address (URL) for the site?

http://www.financialcertified.com/contact.html

13. Please provide any additional information which may be helpful in determining if this designation is appropriate for inclusion on the NASD Professional Designation Listing?


  • AAFM has thousands of members and candidates in 100+ countries worldwide
  • Global Alliance with highest business school accreditation authority AACSB
    See: http://www.financialcertified.com/aacsb_letter.html with 435 approved
    AAFM programs in accredited business schools worldwide.
  • Listed in US Department of Labor Information
    http://www.bls.gov/oco/ocos259.htm
  • Professional Organization member organization of AACSB Accreditation
    organization.
  • Recognized by Chinese Government Agency
  • Top Finance Professors from distinguished universities around the world are members.
  • We verify membership by phone or email.
  • The majority of our worldwide members are masters degree holders, Phds, CPAs, Industry Experts, and lawyers.
  • All members agree to abide by the city, state, and federal regulations in
    the US or their soverign countries where they hold citizenship.
  • AAFM offers executive training and CE in conjunction with the IIR which is the largest conferencing provider in the world.
  • AAFM is an international graduate organization with a global base of
    memberhip not just in the US.


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