Prof Mentz Greets the India Conference

The American Academy of Financial Management TM is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners Worldwide.

AAFM®has set up its Indian Chapter American Academy of Financial Management India Private Limited., (AAFM India) (AAFMI) as a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country. AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India. AAFM India has exclusive rights to offer various Financial Courses, International Financial Certifications, Designations and other Educational Programs offered by AAFM® including the prestigious and highest designation globally recognized in the Field of Wealth Management and Private Banking “Chartered Wealth Manager®” (CWM®).

AAFM India promotes Financial Advisory and Wealth Management Advisory Standards in the country by actively engaging with all the stake holders including the Government, Regulators, Educational Institutes, Training Providers, Financial Services Companies, Banks, etc.

AAFM India’s mission is to serve its membership and stakeholders as a world leader in educating and reinforcing the Local and international knowledge of executives and potential leadership of financial based institutions.

AAFM India in association with AAFM® offers its Global Expertise to build and promote the International Best Practices in the field of Finance and Financial Advisory. AAFM® has presence in over 151 Countries globally and sets Global Standards and Processes for Financial and Wealth Advisory.

The AAFM main role is to award international certifications in finance, offer global finance courses like the Chartered Wealth Manager Certification (CWM®) and other designations, which are delivered as per global standards in partnership with associate organizations worldwide. AAFM India programs combine state-of-the-art knowledge and skills in wealth management, private banking, family office management, financial and equity analysis with practical experience and insights into the functioning of the financial sector. All AAFM India certifications and education events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the financial services sector.

News The USA Based - AAFM ® Global Board of Standards and Accreditation Council - Blazing Forward with Global Alliances and Recognition - Members in over 150 Countries

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• AAFM sponsors an accredited law school graduate program: See: http://www.llmprogram.org/  Students who take the graduate master of laws courses can become eligible for AAFM cerification. See law school course and exam requirements http://mastersinlaw.tjsl.edu/masters-in-law/certifications/

• AAFM recognizes Accredited Business Schools since 2003. See Press http://web.archive.org/web/20071217181507/http://www.aacsb.edu/publications/enewsline/Vol-2/Issue-4/assoc-aafm.asp "Some of the worlds best known business schools, including The London Business School, INSEAD, University of Pennsylvania, Harvard University, Yale University, Columbia University, EDHEC Business School, Warwick Business School, and University of Toronto are among the more than 596 business schools in over 37 countries accredited by AACSB. Click here for a complete list of accredited institutions: Accredited Institutions http://www.aacsb.edu/accreditation/accreditedmembers.asp  . Taken from http://www.aacsb.edu/media/faq.asp

• Since 2004, AAFM has direct legal agreement with US Department of Education recognized ACBSP Accreditation Council for Business Schools and Programs. This accredited standards agreement allows for accredited courses and exams to operate as a path to certification. http://www.acbsp.org/download.php?sid=10 ‎

• FINRA Regulatory Body - Investor Education Reference Guide Showing AAFM Certifications and Requirements - FINRA does not sanction anyone such as: CFA, CFP, or AAFM certifications but does monitor and publish their requirements and standards http://apps.finra.org/DataDirectory/1/prodesignations.aspx  The FINRA has publised that AAFM standards promote AACSB and ACBSP accredited business education which represents business schools such as Wharton, NYU, and Stanford Business schools.

• Wall Street Journal publication of certifications standards, requirements, and standards showing certain certifications as FINRA monitored. The Wall Street Journal specifies AAFM standards of using ACBSP and AACSB  education which represents business schools such as Yale, Harvard, and other Business schools. http://online.wsj.com/public/resources/documents/st_CREDIT1015_20101015.html  

• US Government References to AAFM as a major financial organization along with the SEC, FINRA and SIFMA. http://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm#tab-8

• US Department of Labor listings of AAFM Certifications http://www.careeronestop.org/COS_SiteSearch.aspx?N=0&Ntk=ALL&Ntt=%22american+academy+of+financial+management%22
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Dr. N. C. Bhat

Honorary Adviser

Government of India

June 12, 2009

Hon. Prof. ( Dr. ) George Mentz, CEO / Dean / Board of Standards General Counsel and Attorney at Law,

The American Academy of Financial Management (AAFM) and

The American Academy of Project Management (AAPM)

Sub. : Letter of positive estimation for the AAPM & AAFM.

Dear Sir,

In presenting this letter, I bring you very warm greetings from the Hon. President of India Mrs. Pratibha Patil and Hon. Prime Minister Dr. Manmohan Singh, the Government and the people of India. I must tell you that the pleasure of carrying out this simple yet important task is that much greater as the honor is from few friends and for whom I have the highest personal and professional regard.

Both AAPM & AAFM are unique having many certifications to offer only for the learned few who already have regular qualifications and earned experiences. I do understand its’ concept. For awarding the certifications of International Standards in Project Management and Financial Management (the highest in the world), the expert should take part in the decision of global projects and finances, demonstrate an originality of thinking and the creative approach, and defend the dissertation or examination on original projects and finances.

Dr. Mentz, India places the highest priority on its relations with the AAPM & AAFM. As an outstanding person with the big life experiences which can be used at the tackling of global projects and managing finances in India, I value highly my election to the Fellow grade of AAPM & AAFM and the Designation Certificate-licenses of “MPM, MQM, MMC, CIPM, GPM, CPD and MFP” from AAPM & AAFM, as well as my fraternal relations with the fellow academicians, awardees, individual members, researchers, professors and patrons of AAPM & AAFM. Further, I am grateful for being inducted to the esteemed ‘Honorary Global Advisory Committee’ by AAPM & AAFM. The AAPM & AAFM Scholarship Initiative for the needy is impressive and very much appreciated. Please keep up this cause.

It is my belief that cultural, educational, economical, peaceful, scientific and social progress can only be achieved and sustained within the context of a healthy and vibrant AAPM & AAFM, and I remain committed to every action that will contribute to AAPM & AAFM’s health and success.

Truly yours’,

Dr. N.C. Bhat

Honorary Adviser

Government of India

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