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American Academy of Financial Management ™

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.