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American Academy of Financial Management ™ Boards of Standards

Press Timeline for AAFM™ News: AAFM builds relationship with the top accreditation authorities for 560+ business schools. AAFM candidate for United Nations ESOSOC for NGO membership.

  • August 2006 - Center for Professional Studies in Singapore begins AAFM approved Diploma in Wealth Management Programme.
  • July 19th 2006 - GCC Middle Easter Press Features AAFM Global as leading Finanical Training Provider: Al Bayan News; Khaleej Times; AME Info; Go Dubai News; 7 Day News
  • 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 - 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
  • 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.
  • 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 lauch 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. 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 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 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 NASD 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 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.©