AAFM ® Professional Certifications
The DiCicco Financial Products Institute, LLC is a registered training provider for the American Academy of Financial Management's certification programs. These highly desirable certifications and designations will be taught live and via webinars. The training programs at the Institute will cover all the essentials necessary for preparing for the certifications. The topics taught will be conducted by both professors and practitioners with many years of experience in their fields.
ChE - Certified Chartered Economist ™ (Economic Policy)
Certified Chartered Economist offered by our Academic Board of Economic Policy and Monetary Analysis offers board recognition for contribution to corporate strategy and policy through Economic analysis. Requires several years financial/economist experience and education.
Register for October 8 - 9 course
CAM - Chartered Asset Manager ™
The core designation for Asset Managers, the CAM™ is recognized by various Investor Education authorities and represents an excellent professional designation for Asset specialists working on resource mobilization and portfolio management.
Interested in this course? Email us
CPM - Chartered Portfolio Manager ™
Focused on portfolio and fund management, research, portfolio technology, and investing, the CPM program offers executives the tools to focus on specialist portfolio management techniques. It requires a minimum of 3 years experience, plus a career in Investment
Register for October 15 - 17 course
CWM - Chartered Wealth Manager ™ Certification
Wealth Management is one of the fastest growing disciplines of the banking sector. The CWM focuses on developing relationship management, sales, communication and core financial planning skills to equip Wealth Management Professionals with graduate education. The AAFM CWM Program is a Federally Copyrighted Program founded in the United States with Wall Street Sector Trademarks owned by AAFM.
Register for August 27 - 29 course
CTEP - Chartered Trust and Estate Planner ™
Trusts and Estates is one of the oldest and most complex disciplines of the wealth management sector. The CTEP focuses on key knowledge and strategies of international tax, trusts and estates planning.
Interested in this course? Email us
RFS - Registered Financial Specialist ™
Covering financial planning, asset management, investment advising, and insurance topics, the RFS is the fundamental graduate qualification on AAFM's Banking and Investment Management program.
Interested in this course? Email us
CCA - Chartered Compliance Analyst ™
The Certified Compliance Course is a program designed for Corporate Officers who are responsible for implementation of compliance programs internally within their corporation. It has two program formats, one for listed companies, and the other for banks and financial institutions who require Basel II and Sarbanes-Oxley Compliance. Sometimes called CCO Compliance Officer Certification.
Interested in this course? Email us CRA - Certified Risk Analyst ™
CCA - Certified Chartered Cost Accountant™
AAFM’s designation in the area of accounting, CCA certification demonstrates proficiency in both financial and managerial accounting with a focus on optimizing internal performance on a cost basis and implementing operational strategies at a cost center level.
Interested in this course? Email us
The core designation in the AAFM's Risk Management program, the CRA covers areas of AML and Financial Crimes and Operational Risk and looks at management techniques, structures and strategies for today's modern corporation/institution. It requires working exp in Risk.
Interested in this course? Email us
CVM - Certified Valuation Manager™
AAFM’s designation for business valuation, the CVM program in business valuation provides attendees with a solid foundation in the business valuation techniques utilized by valuation professionals. The principles of valuing both public and private entities are discussed, reviewed, and analyzed providing attendees with an overview of the valuation process and the methods used in obtaining and gathering economic, industry, and company data.
Interested in this course? Email us
Financial Analyst Designate - Chartered Market Analyst ™
The Financial Analyst Designate (FAD) - Chartered Market Analyst (CMA) Designation is the specialized research and market technician financial analyst credential that is offered by the AAFM.
Register for September 24 - 26 course
CAPA - Certified Asset Protection Analyst ™
This riveting course is an practical overview into the often complex realm of international tax, asset protection, estate planning, and immigration law. Law School Professors will bridge the gap between foundational principles of U.S. international tax and estate planning including immigration visa categories, requirements, and triggers along with their consequences.
Interested in this course? Email us
CAMC - Certified Anti-Money Laundering Consultant ™
The Certified Anti-Money Laundering Consultant's - designation is designed for professionals involved in the policing, review and reporting of transactional elements of financial institutions and corporations.
Interested in this course? Email us
CTS - Certified Chartered Transfer Pricing Specialist ™ - Certified Transfer Pricing Specialist™ CTS™ Board Certification (via AAFM) Requires: International Transfer Pricing - required; Law and Tax of Intellectual Property; Tax Treaties Law & Planning; Offshore Financial Services; Advanced International Tax Planning
Interested in this course? Email us
Fees
The cost of each certification program will be $1,500 ($1,600 for the CWM) which includes costs for training, exam, and certification upon passing. Each training program is 3 full days (24 hours All attendees of these reviews will receive a textbook plus additional written material necessary to succeed in the certification examinations.
