-
Oct.
1st 2009 - AAFM becomes 1st in the world
to achieve 100% transparency, listing,
membership recognition and disclosure
with : NBEA, ISBE, AACSB, ACBSP, RSOF,
ANSI, AABFS, IIFM, UNESCO, DOE, DOL, IBA,
IMA, AFMLA, and NOCA.
- Prof.
Mentz who is law faculty for the International
Law LLM program with Dean Byrnes and Founder
of AAFM Board and author of the CWM Wealth
Management programs has been named to the
Board of Directors of the International Associatin
of Qualified Financial Planners and named
Chair of the Education/Standards Committee.
- FRAUD
ALERT - Counterfeit Certificates claiming
SHAM rebranding.
-
Sept
2009 - AAFM USA Global Board Celebrates
10 Years as a Chartered Board of Standards.
Before that, the AAFMA USA was the founding
organization in the United States
- September
2009 - New Offices in: Mexico, Peru, Bolivia,
Venezuela, and Brazil.
- August
2009 - AAFM Signs Middle East Alliance
with Arab Academy
of Banking and Financial Sciences. See
Press Release - AAFM and AABFS will be
offering joint certification programs in 17
Arab Countries of the Arab League. Prof. Mentz
will co-chair the new Arab Academy Certification
Board that was chartered under the alliance.
- August
2009 - AAFM
Sponsors 3 law school scholarships for special
courses at TJSL. The Judge Byrnes and Judge
Mentz Memorial Scholarships will be assisting
the best and brightest in achieving legal
education.
- Aug.
2009 - AAFM Sponsors the Best Paper
Award for Latin America Conference.
- August
2009
- AAFM is Honorary Co-Host of China
Finance Forum - Leaders from AAFM agree
to serve as advisory members.
- July
2009 - News:
The
AAFM are global sponsors of the IX IFC International
Finance Conference, this time to be held in
Buenos Aires, Argentina Sept. 7-11th
2009 . Please visit the Conference’s
website at: http://www.financeconference.cl/
" Conferencia Internacional De
Finanzas "
- July
2009 - AAFM and Jones
International Univ. Reinforce Articulation
- June
2009 - AAFM Rolls out new AAFM Certification
programs in conjunction with ABA Accredited
Law School www.llmprogram.tjsl.edu
- June
2009 - AAFM Creates Articulations with the
Egyptian Finance Association.
- May
2009 - New Singapore Offices Launched with
new distribution channels in Malaysia, Philippines,
and south Asia.
- May
2009 - AAFM Launches new AAFM India Offices
in 4 major cities.
- AAFM
Recognized by India Governmental Authorities.
- March
2009 - AAFM Closes Dubai Training Office andIBS
Informa replaces the sub chapter in Dubai
as the Master Dubai Chapter for Board Activities.
- January
2009 - India Offices: Wealth Management
and Financial Courses available in Kolkota,
Mumbai, Delhi and other locations. Click
Here
- January
2009 - Governmental Recognition from
the Capital Markets Authority KSA.
- December
2009 - Executive Committee meets
in Dubai for Annual Meetings
- December
2009 - AAFM Board of Standards continues
to work directly with its long standing partners
in Mainland China. Plans on training 3000
Professionals in 2009
- December
2009 - Recognition and inclusion
in the Occupational Handbook US Government.
- September
October 2008 - AAFM Sponsored Conference,
Cartagena, Columbia - ROBERTO SANTILLÁN
Keynote Speaker and AAFM Board Member The
Executive Director and the Chairman of the
8th International Finance Conference gladly
announce the confirmation of Dr. Roberto Santillán
as one of our new Keynote Speakers at Cartagena
de Indias. Dr. Santillán is currently
a well known and respected professor at EGADE,
from TEC of Monterrey. AAFM
Conference Link: AAFM Award Scholarship
and Sponsorship: The American Academy of Financial
Management has sponsored an award for the
top paper, general sponsorship of the conference,
and also scholarship programs for AAFM membership.
The Paper winner will be published in the
AAFM Journal.
August 2008 - Hong Kong
Member Meetings are a big success.
- July
2008 - ATHENS,
GREECE ESTHLOS AND AAFM Board announced today
the successful completion of the first training
program run for the Ministry of Finance and
Economics. The RBA program (Registered
Business Analyst) took place last week, between
the 30th of June and the 3rd of July. Prof.
Mentz approves the course for nineteen (19)
managers, directors and other executives from
the various Ministry services that attended
the course. Officials from the Ministry’s
administration announced their will to proceed
with further programs in the near future.
- June
2008 - This month AAFM Board approved
the offering of the first CPB (Chartered Private
Banker) program in the Gulf. 11 of ENBD's
new Private Banking team graduated. Jamal
Bin Ghalaita, ENBD General Manager-Consumer
Banking and Wealth Management, was on hand
to congratulate the team on their success.
- April
2008 - Annual Academic Board Meeting Dinner
in New York - Yale Club
- March
2008 - Athens, Greece - The AAFM
opened offices for distribution in Athens.
- March
2008 - Asian Banker Wealth Academy
- AAFM
CWM Programme Kuala Lumpur, Malaysia -
Wealth Managers Academy - Executive Certification
Programme
“Grooming the best to win and retain private
clients in today’s competitive wealth business”
- 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.
- November
2007 - AAFM Brazil led by Dr. Rosa
will be exclusive provider for AAFM exams
and localized training content for 2008 -
“Thanks to high client satisfaction for successful
business applied technology services, allied
to professional consulting activity, Silva
Rosa Consulting (SILVAROSA.COM) is now the
exclusive AAFM representative in Brazil for
2008 and part of the Latin American Chapter
of AAFM under the Leadership of Dr. Roberto
Santillan, bringing high value to Financial
Professionals in the country. Silva Rosa Consulting
is now ready to provide training, certification
tests, validation and control of all AAFM
related nominations and certifications in
Brazil. The best of all: Everything in clear
Brazilian Portuguese, directed exclusively
to the Brazilian financial markets professionals
without loose the international market requirements.
The AAFM nominations and certifications granted
through the Brazilian subchapter of AAFM Latin
America will assure high performance professionals
in the country, and will be able to provide
high value to companies in several fields.
See more at www.silvarosa.com
.”
- 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 holistic
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
Aden 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 Forms Articulation Agreement
with LLM Law School Program to offer online
graduate law courses worldwide in Finance,
Trusts and Estates, Wealth Management, AML,
Compliance, E-Commerce, and International
Taxation
- May
2007 - AAFM Establishes new training partners
in: Kuwait, India, The
Kingdom of Saudi Arabia, Bahrain, Qatar,
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 - New York Board Meeting for
Super Board in New York City with networking
party at the Yale Club of New York.
- March
2007 - Kuwait Offices and New Training
in conjunction with Australian Officials are
Launched. Read
More
- March
2007 - AAFM Taiwan Wealth Management Graduation
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 outlook 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.
- March
2007 - Matt
Hutchenson, AAFM Member and Advisory Board
of Standards Member testifies before Congress
on Retirement Plans and Financial Trends
- March
2007 - AAFM enters new LOI with several
new providers in India and China.Feb
2007 - AAFM Become exclusive provider
for 10 country region for wealth management
in house training.
- 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 12-15th.
- Jan.
2007 - The New AAFM Global Website is launched.
www.aafm.us 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.
- 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 Office Location: New York City 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 completion
of 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 minority owned by the Bank of America.
- 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
- July
19th 2006 - Middle East Press Features
AAFM Global as leading Graduate 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
2006 - AAFM
International and DFM Dubai Financial Markets
enter joint agreement for financial and banking
training.
- 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 - Asian Bankers Association
runs the Wealth
Managers Academy
- 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.
- 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
- November
2005 - AAFM
Becomes first in the world to create 600+
ABA, AACSB, and ACBSP College and law school
and training provider relationships.
- November
2005 - AAFM Hosts conferences in Macau with
the Asia Bankers Society
- 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 launch
specialized Risk Management CRA Chartered
Risk Analyst Programs throughout Mainland
China
- September
2005 - AAFM Hosts international wealth management
conference in Singapore
-
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
- August
2005 - AAFM becomes FIRST Financial Academy
in the world to offer wealth management and
trust & estate planning certification
courses through and in conjunction with an
ABA
Accredited Law School Program http://www.llmprogram.org/certifications.html
- August
2005 - AAFM Royal Society Global Wealth Management
Conference set for Guernsey 2006
- 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
- July
2005- The first CWM training of Bank of Communications
has begun in Beijing. On June 11,more than
70 staff members 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. Mentz approves alliance 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 Certification courses will be
offered in New York City in Club Facilities.
- 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 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. Prof.
Byrnes. 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
Investor Education 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 and colleges in China.
- Oct.
2004 - AAFM in negotiations with 300+ new
college business's 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 Beijing,
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 Global Board of Standards - IIPA
with new course schedules and guides
for - Credit,
Risk,
Project Management,
Compliance,
Financial
Management, Corporate
Banking, Wealth
Management, Project
Finance, Contract
Risk
- 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.
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