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American Academy of Financial Management ™ Publications

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. Also: Read about AAFM Compliance Friendly Designations on Government Websites

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.
From: $25.00
 
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
From: $15.00
 
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
From: $15.00
 
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
From: $25.00
 
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
From: $25.00
 
Project Management - Executive Summary for the Financial Industry
Project Management Executives Guide - This is the premier certification manual for Certified International Project Managers and Master Project Managers. This guide has the executive protocol and the Project Management Treatise of Knowledge included which represents the International Project Management Commissions goals to follow government project management methodology. This manual is also the official IPMC project manager executive guide for the financial industry.
From: $18.75
 
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
From: $17.00
 
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
From: $35.00
 
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.
From: $25.00
 
Financial Planning Treatise Fundamentals
Fundamentals of investments banking and financial planning. Chapters, Exercises and Glossary.
From: $12.00
 
Wealth Management Manual for CWM Certified Wealth Manager Training
Investments Economics Money and Banking Wealth Management Sciences. Estate planning, Insurance. The Chartered Wealth Manager guide and manual to working with the wealthy. This manual also contains finanical analysis tools for securities analysis along with advanced techniques in working with the affluent.
From: $30.00
 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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The American Academy of Financial Management™

The American Academy of Financial Management ™ is an worldwide financial professional organization with members in 100+ countries hosting and organizing conferences worldwide. 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 economic policy analyst.© 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.

To apply for a portfolio review to see if you pre-qualify, please email your resume or CV using our application form

As for AAFM Global Certification Training, The AAFM offers financial planning training and wealth management training in conjunction with BISYS International, Dearborn Kaplan, and The IIR Worldwide. These are 3 of the largest financial training companies in the world. BISYS and Dearborn Kaplan have made online course available for AAFM and the IIR is offering AAFM certification training courses in several countries worldwide.

Read about our worldwide recognition.

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