Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Certified Merger and Acquisition Advisor (CM&AA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Alliance of Merger and Acquisition Advisors
Qualification and Training Requirements
  • Hold a Ph.D., J.D. or M.B.A.; or
  • A college degree from an accredited institute and hold one or more of the following designations:
    • CPA Certified Public Accountant
    • CFP Certified Financial Planner
    • CMA Certified Management Accountant
    • CVA Certified Valuation Analyst
    • CBI Certified Business Intermediary
    • CBA Credit Business Associate
    • CBF Credit Business Fellow
    • PFS Personal Financial Specialist
    • CBC Certified Business Communicator
    • CFE Certified Fraud Examiner
    • ABV Accredited in Business Valuation
    • CFM Certified Financial Manager
    • CIA Certified Internal Auditor
    • AVA Accredited Valuation Analyst
Designation Training Requirements

36 hours of AM&AA courses

Designation Exam Type

Final examination (online, proctored)

Continuing Education Requirements

12 credits per year and attend at least one AM&AA annual conference every three years

Verification and Complaints
Online Designation Resource

Online at Advisory Directory (designees will have CM&AA logo next to their name)

Investor Complaint Process


Published List of Disciplined Designees