AAFM
accepts CFP Board of Standards coexistence trademark
agreement November 8th, 2002
2002
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, the old AAFM Char. Fin. Prof. Designation
Trademark was abandoned by AAFM at the request of the FP
Board. Member holders were notified by email and disclaimer
of discontinued use and substitution using MFP Master Financial
Professional is posted prominently on website.
The
CFP Counsel and Attorneys at this time had no objection
and acquiesced to the AAFM use of CWM Chartered Wealth Manager,
CTEP Chartered Trust and Estate Planner, CPM Chartered Portfolio
Manager, or our Financial Analyst Designations.
AAFM
also has secured a special trademark agreement with AIMR
Worldwide
Attorney
and General Counsel Prof. G. S. Mentz, Esq. states, "This
is a strategic move by AAFM to be able to move aggressively
in 2003-4 with expansion in China, Mexico, Africa, Singapore,
Malaysia, Thailand, and the EU countries. In the US and
Canada, AAFM is already growing quickly. We hope to reach
our target of 50,000 members by the end of 2004." Honorary
Board Member U.S. Dist Judge Retired Judge H.A. Mentz said,
"This is the type of agreement that is good for all
parties" *Judge Mentz has recently passed away in January
2005.
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