227:(the precursor to the CFA Institute) would not contest the AAFM's trademarks, with the signature itself blanked and replaced with the type-written statement, "Signed by Sharon Glover, who must have been Jeannie Andersons Boss at the time" . What appears to be a version of the same faxed agreement can be found on the GAFM website, with a signature by "Sharon Glover" and the handwritten information "VP & Assoc. General Counsel 1/5/04".
40:
186:(CPA), needed only to take a test and pay a fee; and anyone with sufficient professional experience could skip the test and get the designation by only paying fees. Those with a degree that involved at least some business coursework could also take an AAFM certification course, pay a fee, and receive an MFP.
177:
Some of these designations were available to anyone with an accredited degree or license in finance, investments, securities, economics, or accounting upon payment of a fee. CWM certification normally involved about 80 hours of online study, although holders of certain professional designations, such
202:
published an article detailing the use of questionable credentials by financial advisors that discussed the AAFM extensively. The article noted that the AAFM included among its Global Board of
Academic Advisors & Professors several individuals who had never given their permission to be listed as
226:
The AAFM has countered that individuals listed on its board of advisors did consent to be listed, posting emails from two individuals on its website. The organization also posted to its website part of the signature page of a document agreeing that the
Association for Investment Management Research
222:
certificate programs, respectively, was rebutted by representatives of both organizations in the article. The CFP Board said that the AAFM had once helped provide continuing education for CFPs, but that it hasn't done so since 2006. Some of the individuals listed in a board of advisors told the WSJ
160:
The AAFM offered multiple professional membership, certifications, and designations. Members had to have come through one of the AAFM-recognized university programs or through a government-recognized executive educational program, although the board waived these requirements in some cases. The AAFM
193:(FINRA) eight designations were "offered and recognized by the issuing organization" (i.e., AAFM). FINRA does not state on these pages that they, or anyone else, recognises them. FINRA does state that it does not approve or endorse any professional credential or designation listed on its website.
156:
In
January 2015, the AAFM sold its intellectual property to the Global Academy of Finance & Management – the logo for which is the same as that of the AAFM with different letters – and the International Board of Certification Standards, which now awards the AAFM's certifications in
169:
The AAFM awarded a number of its own designations, including chartered asset manager (CAM), chartered market analyst (CMA), chartered portfolio manager (CPM), chartered trust and estate planner (CTEP), chartered wealth manager (CWM), and master financial professional (MFP). See
203:
board members. The article criticized the practice of many standards boards, AAFM included, of awarding credentials without requiring applicants to undergo any sort of assessment or examination, quoting the AAFM's founder, George Mentz, as evidence of this practice.
152:
The AAFM was founded in 1996 through a merger of the
American Academy of Financial Management & Analysts (AAFMA) and the Founders Advisory Committee of the Original Tax and Estate Planning Law Review.
211:
590:
440:
462:
451:
429:
418:
407:
396:
575:
136:) was a US-based board of standards, certifying body, and accreditation council focused on the finance sector and wealth management professionals. AAFM was superseded by the
595:
171:
580:
600:
437:
470:
459:
448:
426:
415:
404:
393:
190:
540:
Copy of fax from C. Jeannie
Anderson, Esq., Associate General Counsel, AIMR to Mr. George Mentz, AAFM, dated January 5, 2004
39:
219:
215:
183:
179:
90:
322:
585:
482:
252:
198:
372:
293:
272:
110:
161:
board has never directly provided training, but has recognized hundreds of approved providers.
17:
466:
455:
444:
433:
422:
411:
400:
539:
569:
520:
207:
247:
344:
206:
A claim on the AAFM website that it had a special affiliation with both the
172:
Professional certification in financial services § GAFM Designations
318:
268:
305:
223:
they had no idea they were listed and hadn't agreed to it.
503:
557:
591:
Professional associations based in the United States
116:
106:
96:
86:
78:
70:
62:
54:
46:
562:(now the Global Academy of Finance and Management)
120:
576:Business and finance professional associations
269:"American Academy of Financial Management FAQ"
373:"Is Your Advisor Pumping Up His Credentials?"
8:
321:. American Academy of Financial Management.
32:
508:, American Academy of Financial Management
31:
367:
365:
363:
361:
359:
357:
242:
240:
596:1996 establishments in the United States
138:Global Academy of Finance and Management
130:American Academy of Financial Management
33:American Academy of Financial Management
505:Recognized by Wall Street Journal Again
389:
387:
236:
191:Financial Industry Regulatory Authority
581:Professional certification in finance
325:from the original on December 2, 2010
275:from the original on December 2, 2010
248:"Is Your Wealth Manager Certifiable?"
7:
601:Financial management organizations
25:
74:Certifying and accreditation body
38:
18:Wealth management certification
1:
345:"ACBSP-Alliance-Mentz Letter"
483:"FINRA Designations Lookup"
220:Certified Financial Planner
216:Chartered Financial Analyst
184:Certified Public Accountant
180:Chartered Financial Analyst
165:Certifications/designations
82:Professional certifications
617:
102:United States and overseas
91:Colorado Springs, Colorado
37:
465:August 19, 2014, at the
454:August 19, 2014, at the
443:August 19, 2014, at the
432:August 19, 2014, at the
421:August 14, 2014, at the
377:The Wall Street Journal
253:The Wall Street Journal
199:The Wall Street Journal
410:July 27, 2014, at the
399:July 27, 2014, at the
256:: D1, October 27, 2004
350:. November 13, 2004.
157:the United States.
214:, which administer
34:
379:, October 16, 2010
27:US certifying body
196:In October 2010,
189:According to the
126:
125:
16:(Redirected from
608:
586:Personal finance
561:
560:
558:Official website
543:
537:
531:
529:
527:
517:
511:
509:
500:
494:
493:
491:
489:
479:
473:
391:
382:
380:
369:
352:
351:
349:
341:
335:
334:
332:
330:
315:
309:
303:
297:
291:
285:
284:
282:
280:
265:
259:
257:
244:
42:
35:
21:
616:
615:
611:
610:
609:
607:
606:
605:
566:
565:
556:
555:
552:
547:
546:
538:
534:
525:
519:
518:
514:
502:
501:
497:
487:
485:
481:
480:
476:
467:Wayback Machine
456:Wayback Machine
445:Wayback Machine
434:Wayback Machine
423:Wayback Machine
412:Wayback Machine
401:Wayback Machine
392:
385:
371:
370:
355:
347:
343:
342:
338:
328:
326:
317:
316:
312:
304:
300:
292:
288:
278:
276:
267:
266:
262:
246:
245:
238:
233:
167:
150:
99:
28:
23:
22:
15:
12:
11:
5:
614:
612:
604:
603:
598:
593:
588:
583:
578:
568:
567:
564:
563:
551:
550:External links
548:
545:
544:
532:
512:
495:
474:
383:
353:
336:
319:"Requirements"
310:
298:
286:
260:
235:
234:
232:
229:
166:
163:
149:
146:
124:
123:
118:
114:
113:
108:
104:
103:
100:
98:Region served
97:
94:
93:
88:
84:
83:
80:
76:
75:
72:
68:
67:
64:
60:
59:
56:
52:
51:
48:
44:
43:
26:
24:
14:
13:
10:
9:
6:
4:
3:
2:
613:
602:
599:
597:
594:
592:
589:
587:
584:
582:
579:
577:
574:
573:
571:
559:
554:
553:
549:
541:
536:
533:
524:
523:
516:
513:
507:
506:
499:
496:
484:
478:
475:
472:
468:
464:
461:
457:
453:
450:
446:
442:
439:
435:
431:
428:
424:
420:
417:
413:
409:
406:
402:
398:
395:
390:
388:
384:
378:
374:
368:
366:
364:
362:
360:
358:
354:
346:
340:
337:
324:
320:
314:
311:
307:
302:
299:
295:
290:
287:
274:
270:
264:
261:
255:
254:
249:
243:
241:
237:
230:
228:
224:
221:
217:
213:
209:
208:CFA Institute
204:
201:
200:
194:
192:
187:
185:
181:
175:
173:
164:
162:
158:
154:
147:
145:
143:
139:
135:
131:
122:
119:
115:
112:
109:
105:
101:
95:
92:
89:
85:
81:
77:
73:
69:
65:
61:
57:
53:
49:
45:
41:
36:
30:
19:
542:GAFM website
535:
522:CFA Contract
521:
515:
504:
498:
486:. Retrieved
477:
376:
339:
327:. Retrieved
313:
308:GAFM website
301:
296:GAFM website
289:
277:. Retrieved
263:
251:
225:
205:
197:
195:
188:
176:
168:
159:
155:
151:
141:
137:
133:
129:
127:
111:George Mentz
87:Headquarters
47:Abbreviation
29:
329:December 6,
279:December 6,
570:Categories
488:August 21,
231:References
212:CFP Board
182:(CFA) or
63:Dissolved
55:Formation
463:Archived
452:Archived
441:Archived
430:Archived
419:Archived
408:Archived
397:Archived
323:Archived
273:Archived
210:and the
306:"Press"
148:History
117:Website
79:Purpose
528:, AAFM
526:(JPEG)
294:"Home"
107:Leader
348:(PDF)
178:as a
490:2014
438:CTEP
331:2010
281:2010
218:and
142:GAFM
134:AAFM
128:The
121:AAFM
71:Type
66:2015
58:1996
50:AAFM
471:FAD
460:CPM
449:CMA
427:CWM
416:MFP
405:RFS
394:CAM
144:).
572::
386:^
375:,
356:^
271:.
250:,
239:^
174:.
530:.
510:.
492:.
469:,
458:,
447:,
436:,
425:,
414:,
403:,
381:.
333:.
283:.
258:.
140:(
132:(
20:)
Text is available under the Creative Commons Attribution-ShareAlike License. Additional terms may apply.
