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AAFM
® American Academy of Financial Management ®
Global Board of Standards USA |
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All Rights Reserved 1996-2009
AAFM Marca Reg. - Certifications, Brand, Materials, Syllabus,
Curriculums are Copyrighted Information.
- News: AAFM and AAPM Approved n 22 Arab Countries.
AABFS Diplomatic Agreement Signed. Certification Board
Formed
- News: AAFM and AAPM Board and Certifications
Approved by India Academy and Presential Advisors Offices.
India Wide Approva.
- News: AAFM and AAPM Working directly with Chinese
Government Agency for Training. New Certification Board
Being Formed
- News: AAFM and AAPM approved in Multiple Latin
American Countries.
- News AAFM and AAPM Approved with Alliance with
Egypt Association which has Capital Markets Approval.
- Approved: AAFM Law School Certification Programs
Approved. ABA Accredited Education Available Worldwide.
- News: Prof. Mentz named to the International
Board of Qualified Financial Planners
AAFM
® American Academy of Financial Management ®
Global Board of Standards USA
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Prof.
Dr. George Mentz, JD, MBA, CWM ™, QFP, Attorney
at Law - USA - American Academy AAFM ®
The
first person in the United States to achieve "Quad
Designation" Status by earning and achieving
a Juris Doctorate Degree, AACSB recognized MBA
Degree, Licensed Qualified Financial Planner Registration,
and Certified Financial Consultant credential.
Author of over 200 Books and Articles and Teacher
of over 150 graduate, law, and college accredited
courses globally. Featured and quoted in the Wall
Street Journal ™, Reuters, The Hindu National,
The Financial Times Asia, The Arab Times, El Norte
Latin America, Forbes News, The Business Wire,
EuroInvestor News UK, Yahoo Finance, Morningstar
News, Digital50 News, Direkt Broker Germany News,
Ad Hoc News, Centre Daily News, Earth Times, Yahoo
News, University of California News, ArabianBusiness.com
NEWS, Express Computers Business News in India,
and more. Mentz is winner of a 2009 Excellence
in Teaching Award, several faculty awards, and
a meritorious service award for charity. |
- Prof.
Mentz CEO, Chairman for AAFM Worldwide - Board of
Standards and Accreditation Council Mentz has been
a Leader in Wealth Management Education and Standards
in the USA for over 10 years and is the creator and
founder of the CWM Certified Chartered Wealth Manager
™ CWM Certification Program © Worldwide.
- Mentz
was first person in the United States to achieve "Quad
Designation" Status achieving Juris Doctorate,
Dip. Int. Law, MBA, lic. financial planner, and Certified
Financial Consultant credentials.
- Mentz
serves on the advisory board of the China Wealth Management
Council, The Arab Academy of Banking and Finance Certification
board, The Indian Institute of Financial Management
Board, the African Economists Association Board, the
Royal Society of Fellows Board, and the Capitulo Latinoamérica
Board, and the EU Board.
- Georg
Mentz is the Co-Chair of the AABFS Certification Board
for the Center for Certified Bankers and Financiers
- Featured
and quoted in the Wall Street Journal ™, The
Hindu National, The Financial Times Asia, The Arab
Times, El Norte Latin America, Forbes News, The Business
Wire, Reuters Global News, EuroInvestor News UK, Yahoo
Finance, Morningstar News, Digital50 News, Direkt
Broker Germany News, Ad Hoc News, Centre Daily News,
Earth Times, Yahoo News, University of California
News, ArabianBusiness.com NEWS, Express Computers
Business News in India, and more.
- Licensed
Attorney and Counselor of Law US Federal Courts EDLA
and State License - LA USA
- Mentz
is a Board Member and the Chair of the Education Committee
for the International Association for Qualified Financial
Planners
- Editor
and Chief for the Original Tax and Estate Planning
Law Review
- Professor
for Wealth Management and Private Banking San Diego
TJSL Law School LLM Program
- Advisory
Board of the Global Finance Forum - Switzerland 2006-7
- Past
Board of Advisors of the World E-Commerce Forum &
ERISA Fiduciary Guild
- Author
of Several books on Wealth Management, Human Potential
& Project Management
- Faculty
Appointments and Graduate Executive Training Appointments
for law schools, business schools, and Training Centers
in: Miami, Denver, Hong Kong, Nassau, Bahamas, Silicon
Valley, CA, Virginia, New Orleans, Dubai, San Diego,
Chicago, and more.
- Mentz
has provided Consulting to the United States Government
on Economic Trends and Employment Career Research
for several years.
- Mentz is a 2009 Winner of the Faculty Award for
Superior Performance in recognition of Excellence
in Teaching
*Professor
Mentz addressing China National Media at the Global
Wealth Management Summit in Beijing China
Mentz
in 2009 has been quoted in Industry News such
as: Forbes News, The Business Wire, Reuters Global
News, EuroInvestor News UK, Yahoo Finance, Morningstar
News, CNBC, Digital50 News, Direkt Broker Germany
News, Ad Hoc News, Centre Daily News, Earth Times,
Yahoo News, University of California News, ArabianBusiness.com
, Express Computers Business News in India, College
Education Weekly, and more. |
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Contact
Professor Mentz
- USA
Director and Chairman of the Global Wealth Management
Advisory Board and Advisory Board to AAFM American
Academy of Financial Management
- Consulted
with Wall Street and Banking Firms, Trained Financial
Advisors, and Instructed Clients from 30 jurisdictions
on Financial Planning, Investing, Taxation, Insurance
and Estate Planning.
- Consulted
with Several Fortune 100 Companies and International
Banking Institutions
- Diversified
wealth management practitioner experience involving
training, marketing, management, development, finance,
financial planning, teaching, education, and e-commerce.
- Mr.
Mentz oversees several companies operating worldwide.
- Teaching
accredited college level estate planning, investments,
economics, finance, & tax courses and topics along
with e-commerce strategy, law, and marketing for several
universities.
- Inventor
of the Legal and Plastic Surgery Z-5 Internet Marketing
Program Worldwide
- Researched
and published worldwide in the area of taxation, financial
analysis, investments, estate planning, and financial
consulting.
- Appointed
Faculty member St. Thomas Law School Graduate LLM
Program in Miami.
- Appointed
Faculty for the prestigeous Silicon Valley SJSU E-Business
Programs.
- Full
Time Faculty Appointment, Subject Matter Expert, Consultant,
and full time law faculty.
-
Investment Advisor Representative Law Exams Passed.
- Certified
Financial Consultant License Achieved
- Licensed
and Registered Financial Planner Registration Achieved
- Licensed
and Certified E-Commerce Consultant Trainer
- Corporate
training and Course Development experience with major
corporations and University Instruction Online and
OnSite
- On
Faculty for Several Universities Teaching Online and
On-Site
- Faculty
member 1995-2009 teaching business law, taxation ,
corporations, legal environment, business entities,
e-commerce management and law, investments, ethics,
financial planning, estate planning, wealth management.
- Published,
written, and presented multiple articles and research
in venues such as print, magazine, journals, television,
several college universities, and websites.
- Keynote
speaker at seminars, conventions, and conferences
- Quoted
and Author of Published articles in 20 Countries and
20 Major US cities on finance and ebusiness consulting.
- Experience
as a Top Wealth Management Advisor for a Wall Street
Firm
- Founding
Shareholder of companies, joint ventures, and alliances
in US, EU, Asia, Greece, Portugal, Africa, Belgium,
Singapore, China, Russia, Canada, Malaysia, and other
countries.
- Member
Phi Delta Phi International Legal Fraternity, Member
Delta Kappa Epsilon International , Skull and Bones
Friars Member, Member Scottish Rite Masonic Bodies,
& Member of the York Rite and Royal Arch Masonic
Bodies.
- International
television and press interviews in contries such as
Switzerland, China, Mexico and USA
- Presented
to International Financial Executives at the Geneva
Wealth Mgt. Conference.
- Master
Financial Professional Trainer Certified
- Negotiated
International Agreements with CFP Board and
AIMR International
- Accepted
as an Expert Witness NASD Arbitration Panel 2003 -
Case No. 02-04401
- Founder
of the AAFM AAPM and CEC Global Scholarship Program
for disadvantaged students worldwide.
- Mentz
has also recently been quoted or published in the:
AACRAO Journal, The JITI Journal, Educause Journal,
StudentAffairs.com, Journal of Technology in Counseling,
The NACAC, and more
- Distinguished
Faculty Award, Team Faculty Award
- Passed
Securities Exams - Series 7, 63, 65 Securities Licenses
- Presently Non Updated
- Licensed
and Nationally Registered Financial Planner RFP.
- Registered
Investment Advisor Representative (passing investment
advisor Law exam)
- Licensed
Counselor of Law in Louisiana and Federal Courts (E.D.LA)
- Certified
Financial Consultant, CFC license - Achieved as per
completing graduate requirements.
- Completed
all Cert. Financial Planner ™ educational requirements
as per express approval by the LA C/FP Program Director.
- Completed
Federal Income Tax Certificate Award JH
- Phi
Delta Phi International Legal Fraternity (Initiated
Member)
- Pi
Sigma Epsilon - International Business and Marketing
Fraternity (Initiated Member)
- Delta
Pi Epsilon - Business Professors and Educators Society
(Initiated Member)
- IBS
International Barristers Society
DOCTORAL
EDUCATION, MASTERS EDUCATION AND STATE AND FEDERAL GOVERNMENT
LICENSES:
-
Juris
Doctorate in International Law - Attended law
courses at William & Mary and Tulane Law School
Completing law studies in Madrid Spain, Sao Paulo
Brazil, Cuernavaca Mexico. Loyola University School
of Law (1996)
-
Graduate
International Law Diploma Certificate
- International Legal Studies - (1996) - Satisfying
all of the requirements for the International Law
Graduate Program Specialization.
-
M.B.A.
Loyola and Catholique University Graduate School in
Louven, Belgium, Condor Falcon School President, Chairman
of the Tax & Estate Planning JD & MBA Law
Review (1998) Completed research, studies, and provided
international lectures in Belgium. Completed courses
and Lectured at Katholieke Universiteit Leuven
-
Université
de l'Etat de la Louisiane , Bachelor of Arts
in International Politics
after attending courses in the USA and Europe Universität
von Innsbruck UNO Program (1983-8)
- Government
License USA (LA) to counsel in International Law and
Domestic Federal Law after completing doctorate degree
with international law focus. One of the first people
in the USA to be credentialed and compliant to teach
law in all 50 states for both undergraduate and graduate
programs. Federal License - USA Courts EDLA.
International
Recognition and Relations: Recently quoted,
featured, or published in the: Wall Street Journal,
Financial Times, The Hindu National, The El Norte Mexico,
Yahoo Finance, SOHU, NBC Television, PAXC TV, The TLC
Channel, LRW TV, FIT-TV, Peer Reviewed Journals, and
magazines in 50+counties.
PROFESSIONAL
DESIGNATIONS AND SERVICE:
AAFM
Certified Market Analyst and Registered Financial Analyst,
Master Financial Professional, Chartered Trust and Estate
Planner Triple Board Certification.
Successfully Completed US SEC NASD Series 7, 63, &
65 Securities Licenses, Registered Investment Advisor
Representative
Licensed Attorney, Licensed Financial Planner, Certified
Financial Consultant, and Notary Public License
Investment Management Analyst Certificate, Policy, Analysis,
and Manager Selection
CEC Certified E-Commerce Consultant
Board of Directors for 3 non-public companies and one
charity
OTHER
PAST WEALTH MANAGEMENT EXPERIENCE:
WESTEND
CAPITAL MANAGEMENT CALIFORNIA - Consultant and Lawyer
Regarding Securities
WEALTH
MANAGEMENT ADVISORY BOARD - ASIA
WEALTH
MANAGEMENT COMMISSION - USA
Wealth
Management Training - Curriculum Committee TJSL Law School
Graduate LLM Program : Designing and Crafting Wealth Management
Training Programs that have been reviewed and approved
by the ABA Accreditation review and disclosure.
Featured
with Wealth Management International Recognition: Wall
Street Journal, The Hindu National, The El Norte Mexico,
The Financial Times Asia, & Several Middle Eastern
News Companies.
Research
and Testimony as a Securities Expert: in Arbitration
Cases in assisting in protecting consumer rights and ethics
in the profession. Advised on Suitability, Supervision,
Misrepresentation, financial planning.
LEGG
MASON WOOD WALKER, INC.
Senior Financial Planner, Wealth Management Advisor covering
Multiple US States and several jurisdictions. One of four
high net worth consultants for an International Firm.
Wealth Management sales consulting, seminars, training,
national presentations, television broadcasts, coaching,
internal writing, net & web content, department compliance,
and product consulting for LMWW. Wealth Management - A
Team Leader for Southern U.S. Managing projects and events.
FIRST
AMERICAN/AMSOUTH BANK - Now Regions Financial
(Which is a top 20 Bank in the USA)
Financial Officer, Wealth Management & Financial and
Estate Planning Manager. Wealth Council Member. Trust
Liaison for Region along with marketing, newsletter, presentation,
training, and management capacities. Training and consulting
with brokers, trust officers, and advisors in several
states giving speeches to clients and public in several
states.
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) and federal copyrights which
it awards to individuals who successfully complete initial
and ongoing certification and charter requirements.
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 Board
in the USA.
American
Academy of Financial Management
AAFM
Board Recognized Middle East and Dubai Courses Supervised
by IIPA, AAFM/Arab Academy Joint Task Force
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.
Sample
AAFM ™ Global Recognition 2009
The AAFM Board of Standards, Certifications and Charters,
or Related Education has been recognized listed, disclosed,
recognized or in alliances with the following institutions,
governmental organizations or agencies.
• US Dept of Labor Registry, Websites, and brochures (Disclosed
and Listed)
• The US Department of Education Registry (Disclosed and
Listed)
• The United Nations Civil Society Registry
• AACSB Accreditation Prof. Member and Articulation Alliance
• ACBSP Accreditation Prof. Member Articulation Alliance
• Royal Society of Fellows (Board Alliance)
• United Nations Civil Society Registry (Disclosed and
Listed)
• Law School Accredited Program Use - Wealth Management,
Investment Management, Compliance, Private Banking Course
Curriculums and Syllabus. (Disclosed, Reviewed, and Approved
for Graduate Course Use). Courses count for American Law
Degree with concentrations in (Finance, Risk, Trusts and
Estates, E-Business, Wealth Management, and International
Tax)
• China Banking Association and SETC Government Agency
• Asian Bankers Institute
• DFM - Dubai Financial Markets Training Cooperation
• American Bar Association Accreditation Authorities (Disclosed
Curriculums for Wealth, Investments, and Compliance)
• Monetary Authority of Singapore (Education Training
Disclosed and Listed)
• Bahamas West Indies Government University System (Disclosed
and Listed)
• Wealth Management Forums - China, Latin America and
Europe
• The European Quality Framework Institute
• The Kuwait Institute of Banking
• Australian College of Financial Planning
• Graduate Board of Management
• Indian Finance Institute
• Conferencia Internacional de Finanzas
• Capital Markets Authority Recognition KSA (Disclosed)
• Co-Existence Agreement with the CFA Institute for various
Trademarks (Mutual Recognition)
• Co-Existence Agreement with CFP Board for various Trademarks
and Certifications.
• American Accounting Association
• Occupational Outlook Handbook? - The United States Government
Department of Labor
• International Project Management Commission
• and many more.
Select AAFM Approved or Recognized graduate education
is good for continuing education credit for the: AICPA
CPA Boards and Related Bar Associations and Societies.
Select AAFM approved courses count towards an LLM Degree,
CPA, or Doctorate Degree.
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American Academy of
Financial Management ®
AAFM © Handbook and Web Content are Copyrighted Materials
All Rights Reserved.
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.
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