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AAFM Articles

AAFM Articles is a collection of professional articles related to finance and relevant industries.Browse through the articles by category or by searching for them

(August 2008) | Wealth Management
by Dr. E. Ted Prince

It’s that time of the year at least for those companies who have a December fiscal year. Financial managers and budget officers will be doing their usual thing to get the budgets together. They will be working with managers on the business side to pare, slash, tweak or even discard them. In so doing they will draw on a variety of approaches ranging form the “scientific”, the intuitive and the forensic. Their approach will, or should be, to come up with a budget that they think most accurately reflects what is going to happen. ...[ Read More ]

(March 2007) | Wealth Management
by Prof. G. Mentz, JD, MBA< CWM

Wealth Management Careers and Trends ...[ Read More ]

(January 2007) | Wealth Management
by AAFM Graduate School Faculty

To learn more about the Switzerland Trainings, Please contact the AAFM Dubai International Offices ...[ Read More ]

(January 2007) | Wealth Management
by AAFM American Academy RSOF Royal Society BSII

AAFM and RSOF "Royal Society" in conjunction with Business Services International, Inc. (BSII) provides certification training for Wealth Managers and Investment Professionals who wish to obtain one of the AAFM designations. ...[ Read More ]

(January 2007) | Wealth Management
by Prof. George S. Mentz, JD, MBA, CWM

Since 1993, the estimated assets in U.S. hedge funds have increased fifteenfold to at least $795 billion, and the number of hedge funds has increased more than fivefold to 7,000.... ...[ Read More ]

(January 2007) | Wealth Management
by Prof. Dr. George S. Mentz, JD, MBA, CWM

Under current law, the federal estate tax will diminish through 2009 as rates fall and the amount of wealth exempt from the tax increases. ...[ Read More ]

(January 2007) | Wealth Management
by Prof. George S. Mentz, JD, MBA, CWM

Many companies use employee stock options plans to compensate, retain, and attract employees.......... ...[ Read More ]

(January 2007) | Wealth Management
by Prof. Dr. George S. Mentz, JD, MBA, CWM

Under the US Securities Act of 1933, a company that offers or sells its securities must register the securities with the SEC or find an exemption from the registration requirements....... ...[ Read More ]

(January 2007) | Wealth Management
by Prof. George S Mentz, JD, MBA, CWM Attorney at Law

Wealth Management and Financial Analyst Jobs, Careers, Credentialing, and Designations. Financial Designations and Financial Training. To be Certified and How ..... ...[ Read More ]

(January 2007) | Wealth Management
by Prof. Dr. George S. Mentz, JD, MBA, CWM

Define Your Goals Make a Financial Plan Determine Your Risk Tolerance Investment Products: Your Choices Pick a Financial Professional Avoid Problems The Real Journey Begins... ...[ Read More ]

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