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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Financial
Planning Treatise Fundamentals
Fundamentals of investments
banking and financial planning. Chapters, Exercises
and Glossary.
From: $12.00
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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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