AAFM News Press BOARD CERTIFIED Financial Analyst Designate FAD AMERICAN ACADEMY OF FINANCIAL MANAGEMENT Charter & Consultant Chartered & How to obtain Financial Planner Designations FINANCIAL PLANNING COLLEGE FINANCIAL PLANNER CHARTER WEALTH MANAGEMENT AAFM Board Certified or FINANCIAL PLANNER books

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.