RFS - Registered Financial Specialist

  Registered Financial Specialist (RFS)
Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization American Academy of Financial Management (AAFM)
Qualification and Educational Requirements
Prerequisites Candidate has 3 years of financial planning experience in asset management and financial planning
Education Requirements Eligible candidates must successfully complete at least one of the following:
  • AAFM-approved Global Online Training Package in financial planning and asset management
  • 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 or ACBSP accredited business school or AAFM sanctioned program
  • AAFM Executive Certification training course
Examination Type Varies according to educational requirement above
Continuing Education Requirements 15 hours per year
Verification and Complaints
Check Professional Status Online Click Verification of Member Online link from American Academy of Financial Management Complaint Form
Investor Complaint Process Online at American Academy of Financial Management Complaint Form
Published List of Disciplined Designees None
Accredited By None