For updates and guidance related to COVID-19 / Coronavirus, click here.

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

Financial Analyst Designate (FAD)
Designation Essentials
Status Currently offered and recognized by the issuing organization.
Designation Notes

Also known as Chartered Market Analyst (CMA)
Issuing Organization American Academy of Financial Management (AAFM)
Qualification and Educational Requirements
Prerequisites

Candidates must have two of the following:

  • An ABA AACSB, ACBSP or Equis Accredited Financial, Investment, Accounting, Tax or Economics degree
  • Three years of professional experience
  • A government recognized degree: licenses, degree, MBA/Masters or Law Degree, PhD, CPA, recognized designations and specialization work
  • A related degree and exams from an AAFM-approved and accredited university program
  • Completion of online Executive Certification Training Programs
Education Requirements

Submission of:

  • AAFM Certification Application showing education from an AAFM-qualified education provider
  • Good faith evidence of application, enrollment and completion of degree and exams from accredited or government-sanctioned program
  • Evidence of work experience and any diplomas, licenses, designations, certifications, government work/training, teaching work, research or other awards
Examination Type

Varies according to educational requirement above
Continuing Education Requirements

15 hours per year
Verification and Complaints
Check Designation Status Online

None
Investor Complaint Process

Online at American Academy of Financial Management Complaint Form
Published List of Disciplined Designees

None