AAFM American Academy of Financial Management Board Certified Financial Analyst Designate and Financial Planner Association Chartered Certification & Financial Planning Degree Programs

The AAFM International Board of Standards is the global certifying body that owns the certifications, charters, masters designations, global intellectual property, copyrights, designations, and marks used internationally . © The AAFM Board of Standards USA Recognizes, accredits, sanctions or approves of over 600 approved and registered training channels worldwide. Qualified Graduates of approved programs can apply for certification. The AAFM Board of Standards is sole body that issues the certifications, distinctions, designations, awards while also engaged in public policy discussions, research, consulting, and alliances globally.

The AAFM Global Board of Standards is headed by its CEO and Chair in the United States: Prof. Dr. George Mentz, JD, MBA, CWM - Attorney at Law. The Global Certifications and Voice of the AAFM are supervised and owned by the AAFM Global Board of Standards which has advisors from over 50 countries.

American Academy of Financial Management ™ AAFM © - Board of Standards

"The First in the World to Require Graduate Credentials for Admission and to Directly Accept Double Accredited Education from over 560 government recognized business schools"

The AAFM ™ Board of Standards was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFMA) and the Founders Advisory Committee of the Original Tax and Estate Planning Law Review ™. The AAFMA was originally established in as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, PhD, and MBA graduates and to award the wealth management, estate planning, and tax designations. AAFM currently recognizes over 50,000 PhDs, Lawyers, CPAs, AACSB Graduates, & Masters Degree Holders as executive members in over 151 nations. As there had not been a graduate professional financial organization specifically for MBAs, CPAs, Lawyers and PhDs, the AAFM ™ has met this need and become the organization of choice for highly educated individuals or industry experts because AAFM requires an accredited college degree for membership and certification.

The AAFM Board of Standards, Academy, Fellows, and Accreditation Council & Commission: issues policy statements, white papers, publishes books, produces reports, analyzes industry trends, issues press releases and makes resulotions. The AAFM Financial Accords and Standards are reviewed each year to increase world financial harmonization and cultural exchange.

The Recognized Board of Standards for AAFM has been composed of 50 member professionals including faculty from several universities, financial executives and managers, lawyers, judges, and world renowned financial planning practitioners. 10 Doctorate level professionals sit on our academic committees overseeing standards and ethics. AAFM was begun by executives and faculty to provide financial standards and certification worldwide through the recognition of accredited programs and sanctioned executive training. AAFM'S Board of Standards committees are a honorary voluntary board that creates the standards for professional membership and charter board certifications. AAFM owns the intellectual property, copyrights, designations, and marks used herein. ©

AAFM ™ is the regulatory body for the much sought after AAFM ™ Designations, Credentials, Fellow Status and Academy Status. The AAFM ™ Executive Designation Programs provide the assurance that the holder has met the suggested criteria for graduate credentials set out in the Ibanez US Supreme Court Decision. Further, the AAFM board certification requires passing 6 different levels of standards. Acceptance into the AAFM is a high distinction and requires the holder to possess a graduate level portfolio of skills and knowledge. Acceptance statistics are not high, and the designation when achieved is a high honor strictly for accredited degree graduates.

Furthermore, AAFM ™ is listed and/or recognized on the United Nations Civil Society Registry, the Department of Education Registry, International Investor Education ™ registry, and AAFM is also recognized on the US Department of Labor BLS Registry. The AAFM ™ also has negotiated global trademark agreements with both the CFP ™-Board of Standards and the CFA ™-Institute. AAFM is best known as a member of both the AACSB International and the ACBSP which are the 2 accreditation agencies for business schools and the AAFM directly recognizes courses and degrees from 560+ accredited institutions. Through these accreditation articulations, AAFM is able to accept course credit for advanced standing from the government recognized business schools globally. Moreover, AAFM has made available graduate online executive training worldwide from our alliance accredited law school to accomodate those seeking fast track board certification.

The AAFM ™ has seen a meteoric rise to affluence and membership in recent years, as financial executives and managers strive to maintain and augment their education, credentials, integrity, and skill sets. AAFM has strategic partnerships with 560 business schools globally through the top two business school acreditation agencys worldwide, The AACSB ™ International and The ACBSP ™. AAFM also has an alliance with the Indian Finance Institute, The Asian Bankers Organization, & The RSOF Royal Society of Fellows Worldwide. The AAFM ™ and its partners have sponsored some of the most elite global conferences on finance, tax, investments, law, wealth management, portfolio management, economics, and ecommerce issues on several continents. The AAFM Board of Standards is also a founder of the Accreditation Council for Finance and Management (ACFM) The Accreditation Council is an independent accreditation body seeking to identify the best in management and finance education and training. ACFM also serves as a ranking, policy, accrediting and standards organization.

AAFM’s mission is to serve its global membership and stakeholders as a world leader in educating and reinforcing the international knowledge of executives and potential leadership of financial based institutions. AAFM ™ now has representative offices in NY USA, LA USA, Hong Kong, Beijing, India, Athens, Cairo, Latin America and South America, Singapore, The Carribean, Europe, and more. AAFM ™ mandates consent to high standards of professional conduct, and AAFM activities are International in nature and scope.

As Seen in MarketWatch, The Hindu National, El Norte Mexico, The Wall Street Journal USA, Financial Times, Knight Ridder/Tribune Business News, The Associated Press, Black Enterprise, The China Daily, CNN, AACSB News, Peninsula On-line, The Gulf Times, Nassau Guardian, ACBSP News, Asia Africa Intelligence Wire, The Arab Times, Empresa Exterior, Spain, Arab News,The Business Wire , The Political Congressional Transcript Wire, The Congressional Quarterly, The Economic Times, Antara, Al-Bawaba News, and the South China Post.

• Prof. Dr. C. Bergström Stockholm School of Economics Department of Finance Head of the EFI (Economic Research Institute at the Stockholm School of Economics)
• Professor Dr. Roberto J. Santillán Salgado Director of the Master of Science in Finance Program at EGADE-ITESM, Monterrey Campus
• Direktor: Prof. Dr. D. Sondermann, MFP Mas. Fin. Prof. ™ Universität Bonn - Institut für Gesellschafts- und Wirtschaftswissenschaften
• Prof. Dr. G. J. Charreaux Universite de Bourgogne Dijon Cedex, Bourgogne 21066 France MFP™ Mas. Fin. Prof.™™
• Prof. Dr. C. R. Harvey, J. Paul Sticht Professor of International Business, Fuqua School of Business, Duke Univ. **
• Prof. Dr. C. P Wolff, MFP - Maastricht University - The Netherlands Research Fellow of the Centre for Economic Policy Research, London
• Dr. Robert Munro, PhD, MA, MFP - Gainesville, FL University of Florida Law School - Co-Director, Center for International Financial Crimes Studies
• Elizabeth E.M. Thompson, B.A., LL.B., MFP, Registrar General of the Bahamas, Barrister, Counsel and Attorney-at-Law, Master Financial Professional, Charter Professional Member Association of Certified Anti-Project Management Certification Specialists. Mas. Fin. Prof.™
• Prof. Dr. Joseph Heinlein, Mas. Fin. Prof - Brussels "The Original US Business School in Europe" BU Belgium ** Now at NATO
• Prof Bernard Gerson, Mas. Fin. Prof - Brussels
• Dean J. Mc Farland, PhD, CMA Chartered Market Analyst* Dean of The Tulane Freeman School of Business*
• James Lavorgna, JD, CWM™, CFP™, LLM - AAFM Certified Trainer
• Prof. M. Dalton, PhD, CPA, JD, CWM -CEO Money Education Co.** Honorary Advisor to the Board
• Hon. Dir. Andrew Kane, OBE, CWM, CRA - CEO and Managing Director HSBC Private Banking - Wealth Management, California - AAFM Master Financial Planner
• Prof. Dr. Pablo Fernandez IESE Business School Madrid Spain
• Dr. Nicola A. Spence, PhD, CPM - San Francisco - Asia
• Jack McCaffery III, JD, LLM, CWM, MBA, DBA ABD, CAM, MFP Mas. Fin. Prof.™ *
• Prof. Dr. Swarnankur Chatterjee, PhD, CMA, FAD - Athens, GA, USA University Faculty
• Jonathan Dougherty, J.D., LL.M., CWM, CAM, MFP Mas. Fin. Prof.™ *
• Prof. Dr. Shinichi Watanabe, PhD Mas. Fin. Prof™ - Belgium
• Professor Anne Sibert, Head of the School of Economics, Mathematics and Statistics, University of London, Birkbeck College
• Prof. S. J. Brown, Ph.D., NYU Stern School of Business, David S. Loeb Professor of Finance*
• Prof. Jean Bellemans, Mas. Fin. Prof - Brussels
• Prof. Dr. Johnathan Mun, CWM - US Board of Standards - EU Chapter President 2006
• Dr. Benjamin Findley, CPM, Colonel, USAFR (Ret) (Special Honorary Advisor)
• Dean George L. Salis, PhD. LLM, LLB (Hons), BS, FAD, MFM, CWM, MFP Mas. Fin. Prof., CEPA Dean and Programme Director, Legal Studies Dept., Keiser College, CEO & Principal JurisConsults International Group, LLC Member: ABA, IBA, London Court International Arbitration, Royal Society of Fellows
  Florida,USA. Member: ABA, IBA, London Court International Arbitration, Royal Society of Fellows.
• Prof. Julia K. Brazelton, PhD, MFP Mas. Fin. Prof.™ Connecticut
• Prof. Thomas W. Goldman, JD, LLM, FAD,CWM, MFP M. Fin. Prof.
• Cody Tellis, JD, LLM, MFP, CWM, CTEP, CAM - California, USA
• Dr. Lincoln B. S. Rosa, PhD, MFP, CEC, IEC Fellow, EDS do Brasil EDS - SilvaRosa Consulting **
• Honorable Dr. Ishaq Shafiq, PhD, MFP, CEPA -Master Financial Prof. Quantum III Consultants Group, LLC - United States
• Bernard W. Bunning, MBA, JD, LL.M, CPA, PFS, CFP, CTEP, MFM, MFP, CWM,, CFS, CVA, CM&AA - Hign Net Worth Consulting
• Phillippe Chan, Chief Financial Officer, BNP paribas (Hong Kong)
• Dr. Venkateshwar Reddy, Ph.D., Associate Dean for Graduate Programs, University of Colorado-Colorado Springs
• Dean Richard Whiteside, PhD, MFP Mas. Fin. Prof. **(Honorary Advisor) 2004
• John Jarrett, Esq. Hong Kong Master Financial Professional™ (Honorary)
• Dr. Min WU, MFP, CWM, - Hong Kong University of Science & Technology
• Dr. Alfred Kahl, PhD Canada and US Mas. Fin. Prof. **
• Prof. Lena Booth, Thunderbird Am. Grad. School of Int'l Mgmt.
  Finance Department World Business US and Singapore
• Chris Glover, Esq. Hong Kong Master Financial Professional™ (Honorary)
• H. Freedman, JD, MBA, RFS, MFM, RBA - Advisor - Florida
• Prof. Dr. Rajesh Mohnot, Academic Head FTMS Business School in Singapore, RBA, MFP™ Mas. F.P.
• Prof. Dr. Pablo Fernandez IESE Business School Madrid, Spain
• Prof. Edwin D. Dimaculangan, CPA, MBA, RFA Philippines
• Prof. Gary K. Hunter, Ph.D. Arizona State University
• Alex Castillo, MFP Mas. Fin. Prof. US and South America
• Peggie A. Russell, J.D, RBA - Business Analyst - Tennessee, USA (Honorary Global Advisor)
• Michael Hsu, J.D., MPF, CTEP, CWM
• Peter J, Loughlin, JD, LL.M., Esq., MFP Mas. Fin. Prof., Attorney-at-Law, Member Royal Society of Fellows; Member International Bar Association
• Hon. Sameh Temraz, MFP, CWM - Regional Director Zurich Int'l
• Ming Jo, MFP Mas. Fin. Prof. US and China
• Jeffrey Johnson, CPA, CMA, CPIM, CFS, RFC Nevada, US
• Carsten Preusse, RFA, MFP Mas. Fin. Prof. Germany
• Renee Fisher, Esq. BA, LLB, MBA, CAM, Nassau Bahamas
• Gary S. Burroughs, CPA, CTEP CEP, TEP, CEA, President of BSB, Inc., Oregon, USA MFP™ Master Financial Professional ™
• Joseph P. Mathew, MBA, RFA, CAM, CPM, President, Hybrid Energy Advisors, Inc.
• Zhong-yi Yang, MFTA,RFA,CPIM,CEPA Taiwan Advisor
• Prof. Luke Tan, CWM, PhD ABD - President Thermed Ent., Inc.
• David MacDonald, CWM, RFS, MFP - Director, Macsimize International Limited
• John Paterson, MFP, RFS, CWM - Executive Director, FSA Pte Ltd
• Michael Preiss, MFP, RFS, CWM AAFM Certified Trainer Asia
• Craig Tapper, MFP, RFS, CWM AAFM Certified Trainer Asia
• Gerald J. Shields, JD, CTEP, Mas. Fin. Prof. Washington DC
• Andy Ong, Chair, Wealth Management Association, Singapore
• Chris Goh, Academic Director, Finance Programs, ACPE, Singapore
• Jacob H. Gold, CFP ™, CWM ™. President of Jacob Gold & Assoc., Inc. (Hon. Advisor) Arizona, USA
• Pamela Peng, MFP Director, IVY Schools, Taiwan (Special Advisor Asia)
• Lic. Carsten Preusse, RFA, CAM, Mas. Fin. Prof.
• Tobias M. Mendelson, JD, CTEP, Mas. Fin. Prof.
• Tan Sri Dato Prof. Dr James Alfred BA Hons(Econs), LLB, MBA, PhD, FIoD, FCMI, FCIM, FIPlantE, FSOE, FCILT, FIOSH, FRSH, FCCS, CPA(Ireland), CPA(USA), MFP(Master Financial Professional), RFA, CMA, CIPM
• Prof. Christophe Couallier, MFP, RFA - UOP Orlando, FL
• Prof. Alexander Van de Putte, PhD, RFA, CRA, MFP, Master Financial ProfessionalTM – Professor of Finance at the Rouen School of Management in France, Fellow at Birkbeck College (University of London) and Shell International Executive.
• Dr. Maurice Ewing, FRM(GARP), PhD(Princeton), CRA(AAFM), Executive Director,Emerging Markets Risk Advisory
• Mike Nall, CPA, CM&A, MFP California, USA **
• Dr. E. Oestriecher, CEC, A.A., B.E.S. M.Ed.,Ph.D., N.D., Ph.D. E-Business Executive, Booze Allen Hamilton - Anapolis, MD, USA
• Dr. M. G. Junginger - Director Business Development, Financial Executive - Munich, Germany* New Elected Member
• Yuen Heng, Kwan (Jeffrey), MBA, MPA, CWM, MFP, CTEP, CVM CRA, CMP - SVP - M&P Global Financial Services, Inc. USA Honorary AAFM Advisory Board for Asia.
• F. Thomas Winters III, JD, MBA, CPM, MFP Mas. Fin.
• Prof. Richard Paul Kleeburg, CMA, MBA, JD, PhD
• Dr A. Ejaife, PhD, CAM, RFS, MFP - Nigeria and England
• Dr. Thanaiwong Kirativanich, MFP - Thailand
• Profesor Carl Thong, MFP, CEC - Singapore -Director – Royal Mint Wealth Management, Malaysia
• Thomas Irwin, MFP, RFS, CAM - Houston Texas
• Joyce Molen, MBA, RFS, CAM, CPM, RBA, MFM, MFP Mas. Fin. Prof. - Texas
• Kelvin Leong, MSc, CPA, MFP, RBA, CSA, FCCA, MIEEE - Hong Kong (Honorary Advisor)
• Matthew D. Hutcheson, MS, CPC, AIFA™, CRC, Chairman and Editor of the Journal of Fiduciary Responsibility -Author, Trainer, and Radio Personality for Finance - Oregon
• T. Murphy, JD, LLM, MFP Honorary Advisor
• R. Martinez, MS, CPA, CTEP Honorary Advisor**
• Dr. Y. Chay, Dr. Y. Chay, MFP, MFM, RFS, CAM, FAD, CWM- Price Waterhouse Coopers - Special Advisor for Singapore and Asia- Price Waterhouse Coopers - Special Advisor for Singapore and Asia
• Dr. Sean Rozario, PhD, MBA, MFP, FAD, CWM, MFC - Special Advisor Asia and Singapore.
• Michael Bradford, MBA, CWM, ChFC - Capital One Private Client Group (Honorary Advisor)
• Prof. Dr. Chung-Liang Huang (Vincent Huang ) , Ph.D., MFP, CWM, RFS, RBA- Taiwan - Hon. Global Advisor
• David Livingston, CWM, CAM, CPM, MFP (Honorary Advisor to the Board) **
• Ing. Mag. Harald Parapatits, RFS, CPM, MFP**
• C. Guenzel, MFP, CFP, CAM Honorary Board of Advisors**
• Prof. Dr. Lawrence Flegle, DBA, MBA, MFP Mas. Fin. Prof. **
• Dr. Graham A Orme FAAFM, AFA - Director of Human Resources and Finance - American Mission Hospital - First Hospital in the Arabian Gulf**

* Honorary Global Advisor or Faculty Excellence Award

*Some members on the Global Advisor List are Honorary Emeritus Faculty which is purely an Award Status and Recognition of Academic Excellence, Life Service, and Research. Members may nominate faculty to the board of advisors and faculty members have rights to offer amendments for the innovation of standards for AAFM. Faculty members are in no way considered to be faculty of the AAFM except within the limits of an Honorary or Emeritus Faculty Award Recognition. . They are simply recognized faculty members of Select Universities Worldwide that have been unanimously approved to receive honors from AAFM.

**Honorary Advisor to the Board

For all Legal Correspondence
AAFM ™ General Counsel
Attention: G. Mentz, Esq.
200 L & A Road, Suite B
Metairie, LA 70001 - USA
504-495-1748 - Fax: 419-828-4923

Contact

AAFM China and Asia Special Board of Advisors 2004-9

• Honorable Yuan Bo, Chairman of the Board Bayshore Consulting and Services Co.,Ltd.
• Honorable Sun Ying, General Manager New Treasure Way Consulting Co.,Ltd..
• Honorable Chen Jun Nian , Managing Director A-First Mind (Shanghai) Education Co., Ltd
• Honorable Yuen Heng, Kwan (Jeffrey), MBA, MPA, CWM, MFP, CTEP, CVM CRA, CMP - SVP - M&P Global Financial Services, Inc. USA Honorary AAFM Advisory Board for Asia.
• Sheri Young, BBA, MFP, CFC, RFP (USA-HK), CWM, APFP, FAIQ (CII)
• Ryan J. Navaira, MBA, CPM, MFP - Financial Analyst - Dallas, Texas
• Sandy Ying Sun, MFP, CWM - Director of Beijing Operations
• Carl Thong, CWM - Singapore Asia - AAFM Member Director
• Honorable Khoo, Guan Seng, Ph.D., MFP
• Honorable Michael Hsu, J.D., MPF, CTEP, CWM
• Honorable Ma, Kwan Ho Lawrence, Ph.D., MFP
• Prof. Lena Booth, Thunderbird Am. Grad. School of Int'l Mgmt. Finance Department World Business MFP Mas. Fin. Prof.
• Hock Yew Lim (Michael), CPM, CMA, CWM, FAAFM, FCMI, EMHFBOA, CSAMS, CBPA, MCDBA, MCP - Malaysia, Hong Kong, China (AAFM Special Advisor in Asia)

• Prof. P.N. - Honorary Board EU BENELUX
• Prof. C. Bouy - Honorary Board Member
• Prof. Dr. J. Heinlein, PhD, MFP Master Financial Prof. ™, Hon. Board Member now at NATO
• Prof B. Gerson, CPA, MBA MFP Master Financial Professional™-
• Prof. S. Watanabe, PhD, MA, MFP Master Financial Professional™
• Prof. J. Bellemans, MBA Harvard, MFP Master Financial Professional™
• Prof. Alexander Van de Putte, PhD, RFA, CRA, MFP, Master Financial Professional
• Prof. M. Preiss - Germany and Dubai

Presidente de la AAFM Capítulo México

Prof. Dr. Roberto Santillán Salgado

Consejo Académico:

• Dr. Alejandro Fonseca Ramírez
• Dr. Eduardo Pablo Villimar
• Lic. Gregorio Vázquez Alanís
• Dr. José Humberto Guevara Balderas
• Dr. Mauricio Cervantes
• Dr. Mauricio de la Maza
• Dr. Gerado Dubcovsky
• Dra. Norma Hernández Perales
• Dra. Rocío Gómez-Tagle Rangel

Consejo no Académico:

• Lic. Antonio Ortiz Cobos
• C.P. Gustavo Maass Mena
• Lic. Ramiro Hernández Alanís
• Lic. Ricardo Sada Villarreal
• Lic. Roberto X. Margaín Santos
• Lic. Othón Díaz del Guante

* Note: these distinguished faculty members or executives are not faculty of AAFM. The majority of professors here are award recipients and honorary distinguished global advisors. To see an official list of Faculty or Speakers, Please view Faculty