Counselor Mentz successfully negotiates with CFA-Insttute and the CFA-Board

1) AAFM accepts CFP™ Board of Standards co-existance trademark agreement November 8th, 20022002 AAFM reaches co-existence agreement with CFP™ Board Worldwide. MFP Master Financial Professional™ , RFA Registered Financial Analyst™, and RFS Registered Financial Specialist™ Designations are agreed upon for AAFM global use and will become Worldwide Financial Designations. AAFM is an independent self regulatory financial organization, but it was agreed that there would be no objection by CFP™ to AAFMs use, registration or proliferation of the marks MFP Master Financial Professional or RFA Registered Financial Analyst™, and RFS Registered Financial Specialist™ if used. In November, theold AAFM Char. Fin. Prof. Designation Trademark was abandoned by AAFM at the request of the FP Board. All member holders were notified by email and disclaimer of discontinued use and substitution using MFP Master Financial Professional is posted prominently on website. Throughout negotiations CFP lawyers had no objection to AAFM use of CWM, CPM, CRA, CPM, CTEP, RFS, CAM or other board designations offered.

2) AAFM and AIMR Agreement - Notice

The AAFM Board and the CFA-Institute/Assn. for Investment Mgt. & Research have reached a global trademark and co-existance agreement. The agreement allows AAFM to use some 15 financial and executive training board certified designations worldwide while AAFM has agreed to abandon 2 older registered trademarks Chartered Financial Management Analyst CFMA & CFA Certified Financial Analyst. The AAFM Board of Standards had voted to abandon the CFMA Designation and other designations at issue. The New Financial Analysis Designation will be Financial Analyst Designate FAD™

Because AAFM has reached agreement with AIMR ™ Worldwide, MFP Master Financial Professional™ and RFS Registered Financial Specialist™ Designations are designated for AAFM global use and will also become Worldwide Financial Designations under a similar agreement with the CFP™ Board this year. AAFM is an independent self regulatory financial board of standards with members in over 100 countries, but it was agreed that there would be no objection by AIMR™ to AAFMs use, registration or proliferation of 15 brand marks including MFP Master Financial Professional and RFS Registered Financial Specialist™. This month, the old AAFM Char. Fin. Mgt. Analyst Designation Trademark would be abandoned by AAFM at the request of the AIMR. All member holders should be notified by email and disclaimer of discontinued use - posted prominently on website.

AIMR has also agreed to allow AAFM to use the following trademarks without objection.

 

About the Legal Negotiator:
George Mentz is a licensed attorney and is trained in Internatinal Law and Business. Mentz has an earned MBA from an AACSB Accredited Business School and holds a Doctorate Degree or Juris Doctorate Degree from an ABA Accredited USA Law School. Prof. Mentz has faculty appointments and credentials in Silicon Valley, Miami, Chicago, Denver, Hong Kong, Singapore, and The Bahamas. . Prof. Mentz is a consultant providing expertise to Fortune 100 companies in several countries. The first person in the United States to achieve "Quad Designation" Status as a JD, MBA, licensed financial planner, and Certified Financial Consultant. Prof. Mentz has authored/published over 15 Books and has been featured or quoted in the Wall Street Journal, The Hindu National, El Norte Latin America, the Finanical Times, The China Daily, & The Arab Times. His research, publications, and speeches have been syndicated into over 100 countries. Prof. Mentz has recently been elected to the advisory board of the GFF Global Finance Forum in Switzerland and the World E-Commerce Forum in London, England. He also is on the Advisory Board of The ERISA Fiduciary Guild. Mentz was Editor and Chief for the Original Tax and Estate Planning Law Review at Loyola University (A Loyola University Chartered Organization). One of the First Lawyers in the USA to be credentialed and compliant to teach law in all 50 states in law school, graduate and undergraduate colleges and universities. Holds professor faculty appointment at Graduate LLM Law Program . Prof. Mentz has established Certification and Executive Training Accreditation Programs in over 50 Countries around the world including : UK, China, Mexico, Africa, Singapore, Taiwan, USA, Bahamas, India, Russia, EU, Philippines, Saudi Arabia, Canada, Vietnam, The Bahamas and more. General Counsel and Attorneyand Board of Standards Chair Prof. Mentz has recently been awarded a National Faculty Award, a Distinguished Faculty Award and a Meritorious Service Medal for Charitable Service. Prof Mentz has taught over 150 college and graduate courses in his faculty career.