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| American Academy of Financial Management
™ |
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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
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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 training
course. Online
Approved Law Training
* 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
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