American Academy of Financial Management
As seen in the Wall Street Journal, CNN, Finanical Times, Hindu National, The El Norte Latin America, Arab Times, & Beijing Times.
 

 

 

 
AAFM ® American Academy of Financial Management ® Global Board of Standards USA

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

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.

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.

 

 

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.