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Successfully completed: |
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- Accredited Degree in finance, investment, or ecomomics related field or
- have MBA, CFA, PhD, MS in Tax, Finance or Economics etc. Completion of recognized education and experience along with an MBA, CPA, CFA, PhD, DBA
- Masters Degree or Law Degree from an accredited university or college along with relevant industry experience
- Managers, executives, and professionals with 5 or more years of experience may take our 5 day on-site executive training courses with exit exams to secure AAFM designation in 10 different nations
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3 or more years of experience actively managing investment portfolios for clients as an investment advisor, portfolio manager on the buy or sell side, institutional trader, trust officer or managing client portfolios of securities, stocks, bonds, and mutual funds. |
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Agree to engage in 15 hours of continued education per year & Abide by the AAFM ethics guidelines. See CE Rules |
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Submitted a good faith and truthful resume documentation that illustrates and confirms the education, experience, specialized work, and testing that you completed and have performed. |
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If you meet these requirements, please send a resume or CV to resume@financialanalyst.org |
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