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American Academy of Financial Management ™

AAFM accepts CFP™ Board of Standards co-existance trademark agreement November 8th, 2002

2002 AAFM reaches co-existence agreement with CFP™ Board Worldwide. MFP Master Financial Professional™ , RFA Registered Financial Analyst™, and RFS Registered Financial Specialist™ Designations are agreed upon for AAFM global use and will become Worldwide Financial Designations. AAFM is an independent self regulatory financial organization, but it was agreed that there would be no objection by CFP™ 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, theold AAFM Char. Fin. Prof. Designation Trademark was abandoned by AAFM at the request of the FP Board. All member holders were notified by email and disclaimer of discontinued use and substitution using MFP Master Financial Professional is posted prominently on website. Throughout negotiations CFP lawyers had no objection to AAFM use of CWM, CPM, CRA, CPM, CTEP, RFS, CAM or other board designations offered.

AAFM™ also has secured a special trademark agreement with AIMR™ Worldwide

Attorney and General Counsel Prof. G. S. Mentz, Esq. states, "This is a strategic move by AAFM to be able to move aggressively in 2003-4 with expansion in China, Singaore, Malaysia, Thialand, and the EU countries. In the US and Canada, AAFM is already growing quickly. We hope to reach our target of 50,000 members by the end of 2004." Honorary Board Member U.S. Dist Judge Retired Judge H.A. Mentz said, "This is the type of agreement that is good for all parties" * Judge Mentz (1920-2005)

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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The American Academy of Financial Management™

The American Academy of Financial Management ™ is an worldwide financial professional organization with members in 100+ countries hosting and organizing conferences worldwide. AAFM is in alliance with the top 560 business schools in the world. If you desire to be recognized by our worldwide academic & professional organization and improve your education, resume, or credentials, then, you are taking the best step to a better career and achieving graduate financial designations. You can gain board certification and a charter as a financial professional, wealth manager, market analyst, financial and investment planner, asset manager, trust and estate planning analyst, or economic policy analyst.© AAFM offers several industry recognized graduate designations to qualified professionals. To see a list of our certifications, click here. To view our requirements, click here.

To apply for a portfolio review to see if you pre-qualify, please email your resume or CV using our application form

As for AAFM Global Certification Board - Approved Training, The AAFM has promoted qualified certification training and wealth management training in conjunction with AACSB Schools, ABA Accredited Schools, ACBSP IQPC, IBS, BISYS International, Dearborn, Kaplan, Royal Society, TWEN, Westlaw, Thomson Reuters, and The IBS International Board of Standards. This is the largest consortium of business educational institutions in the world which support the delivery of qualified AAFM Certification Education.

Read about our worldwide recognition.

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