| 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
|
|
|
|
|