Chartered Portfolio Manager® (CPM®)
Chartered Digital Advertiser® (CDA®)
Certified Personal Financial Specialist® (CPFS-PRO®)
Associate Wealth Manager®(AWM®)
Chartered Real Estate Professional®(CREP®)
Other Certification
CPE
Institutional Registration
CPM®
Ethics Guidelines of the American Academy of Financial ManagementTM
You shall act in good faith in all dealings with clients, disclose all relevant information to clients, abstain from self-dealing and conflicts of interests, abide by your professional ethics such as State Boards and any other government regulation that you are subjected to by your profession or jurisdiction. The board reserves the right to terminate licenses, charters, fellowship and to publish names of serious offenders in breach of this code.
AAFM® Professional Code of Ethics©
The American Academy of Financial Management recognizes the responsibility of financial professionals to foster high ethical standards in our profession. The AAFM® does hereby adopt the following CODE OF ETHICS and PROFESSIONAL STANDARDS to provide direction in attaining high principles of truth, justice, zeal and good faith dealings.