|
The
AAFM American Academy of Financial Management ™
recently featured in the Wall Street Journal as a premier Financial
and Wealth Management Training & Certification Provider. AAFM
was the first Global Organization in the world to offer Wealth
Management training and Chartered Designations to Financial Professionals.
AAFM has trademarks from New York to California for specific wealth
management credentials.
As
Seen in The Wall Street Journal ™
As
seen in The
Hindu International News ™ and News
Today ™
As
Seen in The Financial Times Asia ™
As
Seen in the American
Accounting Association ™
As
Seen on Government
Websites for Financial Designations ™
As
Seen in the US Dept of Labor Brochures Online
AACSB
International Accreditation ™ - Member
ACBSP
Accreditation Agency ™ - Member
Featured Wealth Management Training & Certification Organization
in the Wall Street Journal
- Oct. 2004
Featured
Alliance
Member of the AACSB International ™
Featured
in Registered Rep Magazine ™
Featured
in Financial-Planning.com Magazine ™
Featured
on Euro
Fin Magazine ™
As
Seen in Jobs in The Money ™
Department
of Labor Career Links ™
Accreditation
Alliance News - As Seen in eMedia
Wire ™
As
seen in Only
Punjab News ™
AAFM
Asia - recognized in the: CEO and CIO Information Times ™;
The Financial News ™; Commercial and Business News in International
Hong Kong. AAFM also recognized in the Beijing Times ™and
China Daily ™.
As
seen in Governors
State University
As
seen in BISYS International and Dearborn Kaplan Information
As
seen in Sohu.com
Money Section
As
seen in DigitalFortune.com
As
seen in INS
News
As
featured by the St.
Thomas Law School LLM Program
As
featured in Jobs
in the Money
As
featured in BankHR.com
Featured
in the Beijing
News
As
seen in China
Finance
As
seen in the China
Press
Featured
in GoodEdu.cn
Featured
in the Australian
Education Group Limited
Featured
in CNCA.net
Featured
in e21Job
Featured
in Asia
Finance News
Featured
in Certification
Shop
As
seen in China91.com
National
News Today India
|
|
 |
| American Academy of Financial Management
™ Boards of Standards |
 |
 |

- April 2008 - Annual Academic Board Meeting
Dinner in New York - Yale Club
- March 2008 - Athens, Greece - The
AAFM opened offices for distribution in Athens.
- January 2008 - AAFM rolls out project
management courses in several countries. AAFM Dubai
has rights to deliver the CIPM and MPM certification
programs.
- January 2008 - AAFM to run programs
in Taiwan, Vietnam, Indonesia, Estonia, Greece, Shanghai,
Qatar, Kuala Lumpur Malaysia, Singapore, Sydney Australia,
Kuwait, Dubai, San New York and more in 2008
- December 5th & 6th 2007 - Beijing
Wealth Management Conference for Private Banking.
AAFM Endorses and sponsors this global event in China.
- Sept. 2007 - AAFM in discussions
with Indonesian and Malaysian Authorities for vast
expansion in training in South Asia.
- Sept. 2007 - AAFM Leaders provide
workshops and consulting in Latin America at global
conferences.
- Sept 2007 - AAFM Leaders running
new online law school international wealth management
courses to professionals, lawyers, Accountants, CFP
members, and ChFC members. Chairman Mentz has stated
that, "With legal, economic, risk, and ethical
issues abundant, the AAFM Wealth Management Training
is critical for any well balanced advisor in having
a hollistic practice".
- Sept 2007 - AAFM leadership holds
Meetings in Vienna, Budapest and Bratislava
- August 2007 - AAFM Leadership Successfully
Consults with US Government on Trends in Economics
adn Jobs.
- August 2007 - AAFM working with
India Authorities to provide training to thousands
of new members.
- July 2007 - AAFM Board Members
and Leaders Provide Training and Consulting in New
York, NY.
- July 2007 - AAFM Agrees to provide
training through college alliances in the West Indies.
- June 2007 - AAFM Agrees to support
the training of 5000 new members in China to top banking
institutions.
-
May 2007 - AAFM
Establishes new training partners in: India, Kuwait,
The Kingdom of Saudi Arabia, Qatar, Bahrain and
more.
- AAFM
Sponsors Monterrey Mexico International Finance Conference
in conjunction with the Esteemed EGADE Business School
™ "
Visit Beautiful
Monterrey. The AAFM Latin American Banking Academy
and Financial Conference counts for AAFM Continuing
Education Credits. Sept. 26-28th 2007.
- April 2007 - AAFM Board of Standards
Set to Meet in New York City including Prof. King
from Dubai and Prof. Gaeta from Hong Kong.
- Mar. 2007. AAFM Kuwait Offices launch new
programs in conjunction with Australian officials.
Read more.
- March 2007 - AAFM Taiwan Graduating
Class Press
Release
- March 2007 - Prof. George Mentz consults
with US Department of Labor on financial
industry jobs, trends and economic outlook. Mentz
worked directly with economists with the Department
of Labor's Bureau of Labor and Statistics to investigate
and analyze the career outllook and wealth management
trends in the United States and Internationally. New
content for use by the US Government has been contributed
by Mentz and AAFM for review by the Dept. of Labor
for financial industry jobs for distribution to the
public, US citizens, and internationally on the government
websites. Mentz has stated the the growth of the financial
consumer on a global scale will continue the need
for quality training, skills, and wealth management
knowledge in North America and worldwide.
- Feb. 2007 - AAFM in negotiations with new
partners in India.
- Jan. 2007 - AAFM Graduates 25 new candidates
at their Vietnam Executive Program in conjunction
with PACE University.
- Jan 2007 - Wealth Managers Academy
certification executive course is scheduled to run
again by the Asian Bankers Association in Singapore
in March 27-30.
- Jan. 2007 - The New AAFM Global Website
is launched. www.aafm.org Here members can
log in and also submit
or contribute articles online for peer review.
- Jan. 2007 - AAFM and the Royal Society are
running programs in London, Montreal, Toronto, and
Miami in the areas of: Wealth Management, Asset Management,
compliance, and Trusts and Estates.
- Dec. 2006 - AAFM enters new Joint Venture
with the Diamond LLM program. Thus, law school
courses will count for AAFM certification.
- Dec. 2006 - AAFM and Pervasive
Learning of New York are offering new Risk Management
and Wealth Management executive courses in San Francisco,
Chicago, New York, and Miami.
- December 2006 - AAFM USA Board and AAFM
China Delegation meet in New York City.
- Dec. 2006- 50 New Public and Corporate Certification
Trainings scheduled for Asia, USA, Middle
East, Bahamas, EU and more. Excellent programs in
20 countries this year.
- Nov 2006 - AAFM graduates 40 new members
in Taiwan.
- Nov 2006 - AAFM graduates 200 new members
in Dubai and Middle Eastern Countries in the last
quarter of 2006
- Oct. 2006 - New York City Offices and the
Mid Atlantic: Please
contact our New York Offices for more information
about Corporate, In-House or Public Training in Finance,
Risk or Project Management
- Sept 7th, 2006 - China Construction Bank
chooses Chartered Wealth Manager program - On
July 9,more than 50 staff members from the Beijing
branch of the China Construction Bank got together
to begin their CWM training. This is important co-operative
project between the China Construction Bank and American
Academy of Financial Management, which would promote
the start of the wealth management program of the
China Construction Bank. Upon the completionof the
2 month CWM training, all of the candidates are entitled
to take part in examination for certification of CWM
(Chartered Wealth Manager) Board Certification. Those
who successfully pass the exam will be awarded by
the certification of CWM by AAFM, which will truly
enhance their future career opportunities. China Construction
Bank is a partner with Bank of America USA.
- August 2006 - 2 New Training Centers opened in Singapore:
Singapore
Centre for Professional Studies
-Wealth Management Courses & The Chartered
Institute of Technology AAFM MFP ™ Financial
Management Courses along with the Asian
Center for Professional Excellence
- August 2006 - New Hong Kong IPDHK Alliance: Hong
Kong Executive Training Courses
- July 19th 2006 - Middle East Press Features AAFM
Global as leading Finanical Training Provider: Al
Bayan News; Khaleej
Times; AME
Info; Go
Dubai News; 7
Day News and more
- July 18th, 2006 - Commercial
Bank and AAFM Alliance Official "Gulf Times"
- July 10th, 2006 - AAFM
Global Headquarters announces that AAFM has entered
into a joint agreement to train the employees and
staff with the DFM Dubai Financial Markets which
is similar to the SEC in the United States.
- June 2006 - Major Asian Newspapers Continue to Feature
the American Academy See
Full List of Asia Hong Kong Singapore Beijing Press
for AAFM Global
- May 27th - Next CWM Program in Dubai Begins - Schedule
All AAFM/IIR Courses: List
- May 22nd - 19 New Graduates of AAFM Trained in Bolivia
- South America
- May 22nd - AAFM Latin American rolls out Online
Internet Finance Training in Spanish
- New Financial courses
launch in India
- May/June 2006 - 25 New CWM Certified Chartered Wealth
Manager Students Begin Program in Hong
Kong.
- May 2006 - 26 New Graduates in Shenzen and Beijing,
China Photo
- May 2006 - 31 New Graduates in Taipei, Taiwan
- Dubai Financial Markets (UAE SEC) and AAFM form
training alliance
- April/May 2006 - New Graduates in New York/North
Carolina with BSII Education
- April/May 2006 - Gulf Bank of Kuwait form news Executive
Certification Training Alliance with AAFM Dubai. New
Training Centers in Kuwait City Opened.
- April 2006 - AAFM
Taiwan Offices open in conjunction with IVY Education
Worldwide. AAFM US along with AAFM India, HK, China,
Dubai GCC and others congratulate AAFM Taiwan on their
new operations. Press Release Available:
- National Bank of Kuwait has 35 New AAFM CWM
Graduates
- March 2006 - See our AAFM credentials listed and
featured in the Magazine for "America's Best
Financial Planners"
- March 2006- AAFM Expands with Joint Venture in Taiwan:
Ivy Education Group(IEP) a subsidiary of IVY Management
Consultancy is in association with prestigious universities
around the world to offer degrees, diplomas and certification
programs Since 1992. IVY is the pioneer and leader
in Taiwan providing licensing, education & training
for Top MBA Programs, CPA, Patent Agents, Insurance
Broker, Futures and Stock Jobbers and more. 3000 working
people per year are awarded degrees, diplomas or certificates
through IVY in Taiwan.
- February 2006 - AAFM Approved Courses
Singapore: Chartered
Institute of Technology AAFM ™ Courses Approved
By the Ministry of Education - Online Information
for Singapore. Every successful graduate would obtain
both the post graduate diploma certificate from CITECH
and AAFM’s MFP Master Financial Professional certificate.
- AAFM
Endorses Singapore
CWM Chartered Wealth Manager Programmes. Please
read about the programmes & company Profile of
Harriet Edu Group.
- February 2006 - Asian
Bankers Wealth Academy and Banking Forum - Maccau
- China, Westin Hotel- Feb. 15th & 16th, 2005
- February 2006 - AAFM RSOF CWM
Training in North Carolina
- January 2006 - Board Meeting - Dubai, UAE - AAFM
working directly with IIR
- January 2006 - AAFM Graduate 34 new CWM Wealth Managers
with the National Bank of Kuwait. Photo
- December 2005 - AAFM Global forms alliance with
Asian
Bankers International
- November
2005 - AAFM builds alliance with Asia Bankers Society
- 2006
Conference in Macau
- November
2005 - AAFM Builds alliance with Asia Financial Planners
Leaders and gains support of public AAFM programs
from the Ministry of Education Government Authority.
- AAFM
Geneva, Switzerland - Approved a Shorex Wealth Management
Forum Dec. 6th & 7th, 2005
- Nov
2005 - Board meetings in Hong Kong, Beijing and Singapore
Scheduled
- November
2005 - Courses and Meetings at the Yale Club are run
successfully in New York City.
- October
2005- Singapore operations form joint ventures to
roll out new courses.
- October
2005 - AAFM Hong Kong signs agreement with BSI British
Standards International to lauch specialized Risk
Management CRA Chartered Risk Analyst Programs throughout
Mainland China
-
August 2005 - AAFM Super Board Meeting at the St.
Francis Yatch Club
- August
2005 - AAFM to host seminars at the Yale Club in New
York City in November
- September
2005 - AAFM Hosts international wealth management
conference in Singapore
- July
2005- The first CWM training of Bank of Communications
has begun in Beijing. On June 11,more than 70 staffs
from the Beijing branch of the Bank of Communications
got together to begin their CWM training. This is
important co-operative project between the BankComm
and American Academy of Financial Management, which
would mark the start of the wealth management program
of the BankComm. Upon the finish of the training in
3 months, all the learners are entitled to take part
in examination for certification of CWM (Chartered
Wealth Manager). Those who successfully pass the exam
will be awarded by the certification of CWM by AAFM,
which will definitely lay a good foundation for their
future career.
- May
2005 - Prof. King hosts meetings for the Asian Bankers
Assn.
- April
2005 - AAFM Training Singapore expands alliances.
Prof. Thong creates new alliances and becomes member
of the Asian Wealth Management Association.
- March
2005 - CWM
and CTEP Courses Running in New York City
- March
2005 - AAFM Global now has 4 offices in China, 3 representative
offices in India, and 2 offices in the Middle East.
- Jan.
2005 - AAFM engages international discussions with
CSM Global
and BSI
Global
- Dec.
11th 2004 - AAFM Super Board Members visit with Swiss
Banking School Prof. Dr. Dean H. Hurzeler
- Dec
7th 2004 - AAFM holds International Conference in
Geneva Switzerland. Members from all over the world
attend.
- Nov
22nd 2004 - New AAFM offices in India
opened in ceremony attended by Prof. Brett King. AAFM
strikes deal with several accredited colleges in India
for Joint Alliance.
- Nov
17th 2004 - AAFM forms Global Alliance with ACBSP
Accreditation Agency - The American Academy is very
pleased to be the first financial professional organization
in the world to form a global alliance with the ABCSP
and the AACSB which represent the top 560+ business
schools in the western world. AAFM now has over 560
approved and registered business schools that allow
the finance graduate to apply for MFP Master Financial
Professional financial certification. The MFP along
with 5 other AAFM Credentials and Designations are
listed on the Goverment
Websites.
- Nov.
8-15th 2004 - AAFM Super Board meets in Hong Kong
and Beijing. AAFM
Global Financial Summit in Beijing with China
Insurance, Banking and Securities Association.
- Nov
14th. 2004 - AAFM is hired to provide special financial
analyst training to Industry and Market Analysts in
Hong Kong.
- Nov.
13th. AAFM builds alliances with several new companies
anc colleges in China.
- Oct.
2004 - AAFM in negotiations with 300+ new college
businesss schools for alliance agreement.
- Sept.
2004 - Read
our AAFM Global Recognition, Listings and Disclosure
with Various Authorities..
- August
12th, AAFM and Dearborn Kaplan form training
alliance. AAFM offers wealth management training
and certification in conjunction with Dearborn Kaplan
Online Training.
- July
1st. AAFM schedules major financial conference
at the United Nations for December 9th and 10th 2004
- May
26th - Prof. George Mentz, JD, MBA, CWM is elected
Director of the Alliance between The Royal Society
of Fellows and AAFM
- April
2004 AAFM Board holds meetings in Biejing, China.
Meets with Major Banks in Hong Kong and Beijing.
- AAFM
Global Economic and Wealth Management Congress scheduled
for October 2004 in Beijing China.
- May
25th - 300 international tax lawyers and PhDs become
members of AAFM in NEW RSOF Global Alliance.
- May
20th - AAFM Board of Standards holds global board
meeting in Hong Kong.
- May
19th - AAFM Officials meet with executives for 10
major Chinese Financial Institutions.
- April
10th, 2004 New courses offered in Jakarta
and Bali
Indonesia.
- April
2nd, 2004 - New AAFM Courses scheduled for London,
UK and Istanbul,
Turkey
- March
29th 2004 - AAFM listed in US Department of Labor
websites. US
Dept. of Labor
- March
27th - AAFM Endorsed - Royal
Society of Fellows International Congress
a Huge Success in Miami, FL
- March
20th - AAFM in discussions with Singapore Authorities
to launch approved financial training.
- Prof.
Byrnes and Dr. Munro Join AAFM
Board
- March
8th 2004 - AAFM has today made an NGO application
with intent to obtain United
Nations Consultative Status with ECOSOC. Acceptance
has many advantages and privileges such as the AAFM
having representatives to the United Nations ECOSOC
and the ability for AAFM member reps to attend high
level international NGO Meetings that are held around
the world.
- March
2004 - AAFM announces new Wealth Management certification
course in Singapore -- On Site CWM Wealth
Management Course in Singapore April 19th-22nd
in at the Singapore Swissotel Merchant Court PDF
- Feb
20th 2004 - AAFM and the RSOF
Royal Society of Fellows enter into tentative
Recognition Agreement
- AAFM
listed as new
professional member of AACSB
- 2004
February 12th: AAFM recognized in the: CEO and CIO
Information Times; The Financial News; Commercial
and Business News in International Hong Kong. AAFM
also recognized in the Beijing Times and China Daily.
See
Press Release Photo
- 2004
January 1st. AAFM
is now a Professional Association Member of the AACSB
- 2004
January AAFM and AIMR reach global trademark agreement.
- 2004
AAFM Secures rights in More
Financial Designations
- 2004
AAFM Abandons CFMA
Designation
- 2004
New AAFM Advisory
Committees For 2004
- 2004
AAFM begins the year by opening a Chapter in Brazil.
Dr. L. Rosa to lead the efforts in Brazil.
- 2003
October - Joint Alliance with EGADE
ITESM Mexico formed. Official AAFM Latin and South
America Launched. 17 Top executives from Mexico elected
to board of directors AAFM MX Press Release in El
Norte Newspapers Business Section. Allied with Instituto
Mexicano de Ejectivos de Finanzas, IMEF
- 2003
October - Prof. P. Nelson of EDC is elected president
of EU Chapter
- 2003
September - AAFM courses officially distributed by
International Institute for Research - IIR
with new curriculum guides for Wealth Management,
Cost
Accounting, MFP
Master Financial Professional, Chartered
Wealth Manager, and Certified
Asset Manager.
- 2003
July - AAFM meets officials in Vienna, Austria for
expansion into Hungary, Austria, Poland and The Czech
Rep.
- 2003
July - AAFM expands into the Caribbean and Bahamas
- 2003
May- Singapore and Malaysia Chapters expand. Two new
Asian Board Members Elected: Dr. Timothy Chan, Principle
Lecturer Commerce Department, Singapore Polytechnic
University, Singapore. Carl Thong, Director – Royal
Mint Wealth Management, Malaysia
- 2003
May - AAFM Opens negotiations with Officials in Mexico
for Certification Agreement. Prof. Dr. R. Santillan
is elected to AAFM advisory board.
- CCA
Certified Cost Accountant Credential available in
Asia, Middle East and Europe Training now available
- 2003
- March Distinguished Professors from Stanford,
NYU, BU, Tulane, Macquarie Graduate School, Thunderbird
Graduate School, University of London, Australian
Graduate School of Management, Universite de Bourgogne
Dijon, Loyola U., Stockholm School of Economics, University
of Bonn - Germany, Duke University, University of
Maastrict, & Quinnipiac University join the American
Academy of Financial Management Global Academic Standards
Committee and are honored with MFP Master Financial
Professional Awards.
- 2003
- March Reception honoring Professors in Brussels
who are recognized by AAFM. AAFM Europe expands
to target BENELUX Nations and offering training in
Paris this Summer.
- 2003
- February 11th: AAFM
Board of Standards receives "Letter of Welcome
Recognition" from the AACSB Association to Advance
Collegiate Schools of Business. The AACSB is the
global leader in standards for the world's top business
schools. All relevant college credit in finance from
an AACSB Business School will now be recognized for
AAFM Board Certification and Designation Credentialing.
AAFM now accepts
applications from graduates of 435 Colleges worldwide
.
- Central
Conference Centers are
available for training through AAFM Asia.
- 2003
AAFM Board of Standards Meeting in San Francisco with
Delegates from the United States, China, Europe, and
Australia. New Officers Elected
- 2002
AAFM Membership is granted in 100 Countries Worldwide.
- 2002
AAFM Recognized Officially
by The Chinese Government. Meetings with the
Honorable Officials of the Chinese Government are
held to discuss financial training and AAFM relations
with China and Asia. Exclusive Alliance Built. 2002
AAFM reaches coexistence agreement with CFP
Board Worldwide. MFP Master Financial Professional
, RFA Registered Financial Analyst, and RFS
Registered Financial Specialist Designations
are agreed upon to become amicable Worldwide Designations.
AAFM is independent, but it was agreed that there
would be no objection to AAFMs use registration or
proliferation of the marks MFP Master Financial Professional
or RFA Registered Financial Analyst, and RFS
Registered Financial Specialist if used. In
November, Char. Fin. Prof. Designation Trademark is
abandoned by AAFM. All member holders notified by
email and disclaimer of discontinued use and substitution
using MFP Master Financial Professional is posted
on website. Read More
- 2002
AAFM Training Programs established in Europe
New Brussels Training near the Hague. Leading Professors
from Europe and Japan have organized the training.
- 2002
AAFM Training Programs Target Singapore Relations.
- 2002
AAFM Training Programs and Association established
in Hong Kong.
- 2002
Global expansion meetings result in potential government
approval and sanction of AAFM programs in several
key countries.
- 2002
The Honorable Henry A. Mentz (Senior U.S. Federal
District Judge Retired) receive the Honorary Chairman
of The American Academy Board of Standards Award.
- 2002
AAFM Financial Journal goes worldwide with Academic
Peer Review Panel.
- AAFM
reaches Joint Venture Alliance with GPI Bahamas who
is the leader in offering professional financial training,
education and certification reviews. GPI is the only
institution in the Bahamas who has registration with
The Ministry of Education & the Government of
the Bahamas to provide Financial/Accounting training
as offered by the AAFM. GPI produces more CPAs in
the Bahamas than any other institute or program in
the Bahamas Nation. GPI's CPA passing rate is second
to none and surpasses the national average.
- 2002
San Francisco Liaison Office Established
- 2002
Hong Kong Liaison Office Established
- 2001
American Academy of Financial Management enters strategic
worldwide agreement for alliance for E-Learning Worldwide
- 2001
American Academy receives Board of Standards Approval
for worldwide licensing and training.
- 2000
American Academy of Financial Management enters alliance
with The Institute of Certified E-Commerce Consultants
Worldwide
- 1999
American Academy of Financial Management votes to
remain an independent regulatory authority worldwide
for financial professionals.
- 1998
American Academy endorsed by the Condor Falcon Graduate
Institute of Executive Development
- 1997
AAFM has new worldwide virtual appeal thorough the
use of the Internet. AAFM obtains members from 20
countries.
- 1996
American Academy officially founded by college faculty,
professionals, and members of the Tax and Estate Planning
Law Review Financial Division.
- 1996
American Academy is purchased by The American Academy
of Financial Management, Limited
- 1996
American Academy officially receives charter approval
by college faculty, professionals, and members of
the Tax and Estate Planning Law Review. Certified
Financial Management Analyst, Chartered Wealth Manager,
Chartered Trust and Estate Planner, Master Financial
Planner, Chartered Asset Manager, chartered and approved
by Board of Standards and Officers.
- 1995
American Academy of Financial Management Created by
lawyers, students, professors, judges. The self regulatory
independent vendor neutral organization seeks its
beginnings. AAFM begins using designations in commerce.
- 1995
The first meetings of the American Academy to discuss
the organization, financial standards, designations,
and education.
American
Academy of Financial Management Board of Standards LLC.
owns the designation marks MFP MASTER FINANCIAL PROFESSIONAL
(tm) CWM CHARTERED WEALTH MANAGER (TM) CMA CERTIFIED AND
CHARTERED MARKET ANALYST (TM) Registered Financial Analyst
RFA Global Financial Analyst Registered Financial Specialist
Global Financial Specialist Certified Family Office Specialist
Certified Financial Management Analyst Chartered Asset
Manager CAM Chartered Portfolio and Investment Manager
CPIM Chartered Trust and Estate Planner CTEP and federal
copyrights which it awards to individuals who successfully
complete initial and ongoing certification and charter
requirements.©

|
|
|
|