Master Financial Planner ®

The Master Financial Planner ® (MFM) is a world-class credential from the Global Academy of Finance and Management ®. Earning this credential demonstrates that you have skills and experience in wealth management which includes financial planning, investment planning, retirement planning, tax planning, estate planning, and insurance planning.  Financial Planners work with individuals, families, and corporations to help them effectively manage their current money requirements and long-term financial goals.

It forms the basis of the assessment that applicants must pass to gain the Master Financial Planner status and inclusion in the Register of The Global Academy of Finance and  Management ® Certified / Chartered Professional.   

The MFP® Designation

The most commonly held professional designation is Master Financial Planner (MFP®).  The GAFM Board issues it, the nonprofit certifying and standards-setting organization that administers the MFP exam.

“Master Financial Planner” is a formal credential of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. The designation is awarded to individuals who successfully complete the MFP® Board’s initial exams and then engage in ongoing annual education programs to maintain their skills and certification.

A Financial Planner may do much more than simply advise clients on available investments. They may assist their clients with budgeting, retirement planning, education savings, insurance coverage, or tax optimization strategies.

  • Financial planners work with individuals, families, and corporations to help them effectively manage their current money needs and long-term financial goals.
  • Some financial planners may hold the “MFP®” professional designation to establish their qualifications.
  • Financial planning includes help with budgeting, investing, retirement savings, tax planning, and insurance coverage.
  • Some financial planners specialize but many offer overall services.

Requirements:   

  • must have at least three years of experience actively managing investment portfolios
  • GAFM-approved degree in finance, tax, accounting, financial, and investment services from an accredited school or organization. 

To Apply: CLICK HERE

Course fee:   Includes Master Financial Planner certificate,  endorsement training certificate, certification card, and shipping.

ISO QUALITY

GAFM IBS International Board of Certification Standards, ISO 29990  ISO 9001 quality standards, ACBSP, CHEA, and many other reputable organizations recognized GAFM certification credentials.

WORLD-CLASS

GAFM / AAPM Certificates are recognized in over 140 countries.  It is the ultimate passport to global job opportunities worldwide. Invest wisely, some certifications are better than others.

DUAL CERTIFICATE

Your investment is well spent. Reasonably priced with a certification card, e-book, professional globally-recognized certificate, and an accredited training certificate.  

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