Global Academy of Finance Management  ®

AAFM ® Legal Trademark Agreements CFA CFP

AAFM ™- Co-Existence Agreements with Leaders of CFA/&CFP

IMA Trademark Co-Exist

Counselor Mentz successfully negotiates with CFA-Insttute AIMR, the CFP Board and the Institute of Management Accountants

1) The IBS International Board of Standards – GAFM ® (or any other name it goes by) accepts the  CFP™ Board of Standards co-existence  legal trademark mutual recognition agreement November 8th, 2002 –  AAFM ® reaches co-existence agreement with CFP™ Board Worldwide. Whereas, the certifications of: MFP ® Master Financial Professional ™ , RFA Registered Financial Analyst™, and RFS Registered Financial Specialist™ Designations are agreed upon for ® global use and will become Worldwide Financial Designations.

The Board is an independent self regulatory financial organization, but it was agreed that there would be no objection by CFP™ to our 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 of 2002, we provided the CFP Board due consideration for the agreement and not to interfere with the Academy and its intellectual property. . Throughout negotiations CFP ® lawyers had no objection to Academy and GAFM ® Board’s  pre-existing use and ownership of CWM®, CPM, CRA, CPM, CTEP, RFS, CAM or other board designations offered.

2) AIMR Agreement – CFA Institute in Legal Agreement with Academy and Board of Standards

Attorney George Mentz represented the Academy (DBA GAFM ® Board of Standards) to a legal agreement with the the CFA Institute (formerly the Association for Investment Management & Research.  Counselor Mentz and the Academy reached a global trademark and coexistence agreement. The agreement allows Mr. Mentz and the Academy to use some 15 financial and executive training board certified designations worldwide while the Academy or GAFM has provided due consideration to the CFA institute and agreed to abandon 2 older registered trademarks in return for this recognition of the IP of the Academy i.e. Chartered Financial Management Analyst CFMA & Financial Analyst.

The GAFM Board of Standards had decided to abandon any disputed designations at issue so as to achieve this landmark trademark agreement. The AAFM’s New Financial Analysis Designation will be AFA Accredited Financial Analyst and Financial Analyst Designate FAD™ and CMA Chartered Market Analyst. This month, the older disputed AAFM Char. Fin. Mgt. Analyst Designation Trademark would be abandoned by AAFM at the request of the AIMR.

Because AAFM ® has reached agreement with AIMR ™ Worldwide, MFP ® Master Financial Professional™ and RFS Registered Financial Specialist™ Designations are designated for 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 150 countries, but it was agreed that there would be no objection by AIMR™ of AAFMs use, registration or proliferation of 15 designations and brand marks including MFP Master Financial Professional and RFS Registered Financial Specialist™.

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

RBA Registered Business Analyst

MFM Master Financial Manager

FAD Financial Analyst Designate

MCA Master Corporate Analyst

MAC Master Accredited Controller

MFC Master Financial Controller

MFP Master Financial Professional

CAM Certified or Chartered Asset Manager

RFS Registered Financial Specialist

CTEP Chartered Trust and Estate Planner

CPM Chartered Portfolio Manager

CWM Chartered Wealth Manager  ®

CRA Certified Risk Analyst

CCF Certified in Corporate Finance

Registered Market Analyst

Signing Ceremony would be held on Jan. 7th, 2004 All Rights Reserved 2004 – This Article may not be duplicated by anyone who is not an approved member of the AAFM ®

XXXXXXX  Signed by General Counsel of The AIMR now CFA Institute

Attorney and General Counsel Prof. G. S. Mentz, Esq. states, “This is a strategic Brand Recognition and Trademark Protection move by AAFM to be able to move aggressively in 2003-4 with expansion in China, Singapore, Malaysia, Thialand, and the EU countries. In the US and Canada, AAFM is already growing quickly.

As of August 2010, the Accreditation Council for Business Schools and Programs (ACBSP) has 828 member campuses, 134 of which are located outside of the United States. Of those member campuses, 529 have achieved accreditation and more than 220 are in candidacy for accreditation. Individual membership now exceeds 8,000

3) ChFM Chartered Financial Manager Trademark Agreement –  The IMA Institute of Management Accountants and the GAFM International Board of Standards agreed to allow the GAFM to use the ChFM trademark worldwide.   The GAFM will focus on conferring this designation and Charter to qualified professionals who work in banking, investing, brokerage, risk and insurance businesses. 

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