AAFM Board Certified Registered Financial Specialist Analyst Designate and Chartered Financial Specialist Planning Association Chartered Designation
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American Academy of Financial Management ™

RFS ™ Registered Financial Specialist - AAFM Board Certification

Designation: Registered Financial Specialist
Acronym and Post Nominal Letters: RFS

Prerequisites/Experience Required: Candidate has 3 years of financial planning experience in asset management and financial planning

Educational Requirements: Eligible candidates must successfully complete at least one of the following:

  • AAFM-approved Global Online Training Package in financial planning and asset management
  • 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 ; ACBSP , Equis or ABA accredited business school, law school, or AAFM sanctioned program
  • AAFM Executive Certification Course: Accredited Law Program - International Courses Online

    *Examination Type Varies according to educational requirement above
    *Continuing Education/Experience Requirements 15 hours per year See CE Rules

RFS ™- Proceed to Process Your Review For The RFS Registered Financial Specialist Designation