Membership · Individuals

AAFM® Finance Club — membership for individuals

An annual continuous-learning and engagement membership for finance professionals — learn, network and grow with a global community of peers.

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AnnualMembership
3Membership tiers
12–13Knowledge sessions / yr
GlobalCommunity
In short

What is the AAFM Finance Club?

The AAFM® Finance Club is an annual membership, promoted by the American Academy of Financial Management® (USA), for individual finance professionals — a continuous learning and engagement platform. It connects you with local and global colleagues and with leaders from across the finance community.

The Club runs year-round activities to keep you prepared to achieve your career goals and professional success — with cutting-edge knowledge across domains to up-skill, innovate and grow.

Why join

What membership gives you

Learn, inspire, network and connect — the best place to build your professional network and grow your practice.

Learn
Continuous learning

EdTech courses, 12–13 knowledge sessions a year, and the latest industry insights.

Network
A global community

Connect with peers, diverse talent and leaders across the finance community.

Attend
Event access

Flagship Mumbai and regional events at member rates.

Grow
Tools for your practice

A free static website, fintech-platform discounts, and a certificate & badge.

Save
Member discounts

On global certifications and NexGen membership.

Engage
Shape your profession

Engage with the issues affecting your profession, locally and globally.

Who should join

Built for finance professionals

From aspirants to senior practitioners across the finance profession.

Wealth ManagersFinancial ResearchersAnalystsFinancial AdvisersPortfolio ManagersInvestment ManagersRIAsMutual Fund DistributorsInsurance ConsultantsFinancial PlannersBankersBrokersAcademiciansAspirants
Across domains

Focus areas covered

Wealth ManagementFinancial AdvisingInvestment ManagementEstate PlanningMutual FundInsurancePMSEconomicsAccountingFinancial Research & AnalysisReal EstatePractice Management
Membership plans

Which membership is right for you?

Three annual tiers — choose the one that fits your goals.

Tier
Basic

Stay updated and engaged, earn a professional designation, offer estate planning, and join a community of finance professionals.

Tier
Premium

Everything in Basic, plus professional development through upskilling, recognition, client engagement and new business opportunities.

Tier
Premium · myBIZ

Everything in Premium, plus your own website with payment gateway, growth beyond geographies, digital presence and client acquisition in other cities.

Compare tiers

What each plan includes

Membership benefitBasicPremiumPremium · myBIZ
Mumbai event ticketDay-1 ticket (worth ₹3,500 + GST)Worth ₹8,500 + GST
Regional event ticketWorth ₹1,200 + GSTWorth ₹1,200 + GST
EdTech courses1 course2 courses
Discount on NexGen membership20% off35% off
Free static website (up to 5 pages)
Knowledge sessions (12–13 / year)
Special discount on fintech platform
Discount on global certifications10% off15% off
Certificate & badge

Inclusions are indicative; confirm current tiers and pricing on the AAFM Finance Club membership page.

Take action

Become a member today

Join the AAFM® Finance Club and start learning, networking and growing with a global community of finance professionals.

Become a Member   Enquire about membership

FAQ

AAFM Finance Club — FAQ

An annual membership promoted by the American Academy of Financial Management® (USA) — a continuous learning and engagement platform that helps individual finance professionals up-skill, network and grow throughout their career.

Wealth managers, researchers, analysts, financial advisers, portfolio and investment managers, RIAs, mutual fund distributors, insurance consultants, financial planners, bankers, brokers, academicians and aspirants.

Three annual tiers — Basic, Premium and Premium-myBIZ. Premium tiers add event tickets, EdTech courses, knowledge sessions, a free website and discounts on certifications and the fintech platform.

Finance Club membership is annual. You can upgrade your tier during your membership, and renew each year.

Choose a tier and join online on the AAFM Finance Club membership page, or enquire and the team will guide you.

Join the AAFM® Finance Club

Learn, network and grow with a worldwide community of finance professionals.

Become a Member