AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA

Building Wealth Managers of Tomorrow Wealth Managements Highest Global Standard

INDEX

S. No. I II III

Contents Profile of American Academy of Financial Management India Profile of American Academy of Financial Management, US Global Board of Standards and Asia Board of Standards

Page No. 2 3 4-5

Profile of American Academy of Financial Management India, AAFM India

Brief: AAFM has set up its Indian Chapter American Academy of Financial Management India, AAFM India (AAFMI) as a Standard Setting Body in India with the objective to promote Financial Advisory in the country. AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India. AAFM India has exclusive rights to offer various Certifications, Designations and other Educational Programs offered by AAFM including the prestigious and highest designation globally recognized in the Field of Wealth Management CHARTERED WEALTH MANAGER (CWMTM). AAFM India promotes Financial Advisory and Financial Planning Standards in the country by actively engaging with all the stake holders including the Government, Regulators, Educational Institutes, Training Providers, Financial Services Companies, Banks, etc. Mission: AAFM Indias mission is to serve its membership and stakeholders as a world leader in educating and reinforcing the Local and international knowledge of executives and potential leadership of financial based institutions. Affiliation: AAFM India in association with AAFM offers its Global Expertise to build and promote the International Best Practices in the field of Financial Advisory. AAFM has presence in over 140 Countries globally and sets Global Standards and Processes for Financial and Wealth Advisory. American Academy of Financial Management India (AAFM India), offers Certifications, Charters and Designations which are globally recognized in Wealth Management, Risk Management, and as a Financial Planner, Financial Analyst, and Economics in association with International Board of Standards of the American Academy of Financial Management. The AAFM has extended a global recognition agreement with AACSB INTERNATIONAL and ACBSP Accreditation Agency. The Association to Advance Collegiate Schools of Business, the premier accrediting body for Business Education worldwide (www.aacsb.edu) and www.acbsp.org and the AAFM works with more than 800 Universities worldwide.

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About American Academy of Financial Management, AAFM

The AAFM Board of Standards TM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFMA) and the Founders Advisory Committee of the Original Tax and Estate Planning Law Review TM. The American Academy of Financial Management is an independent and the only truly worldwide graduate financial organization for financial managers, analysts, planners, faculty, investment executives and counselors. The AAFM has extended a global recognition agreement with AACSB INTERNATIONAL and ACBSP Accreditation Agency and the AAFM works with more than 800 Universities worldwide. Over the years, the AAFM designation and training information have been disclosed to the US Dept of Labor, Department of Education and to the National Association of Securities Dealers (NSAD) Security Officials in the USA. The AAFM is listed in the US Department of Labor website along with other top financial and accounting organizations and is included in the USA Occupational Handbook. The AAFM is in diplomatic agreement by Arab Academy of Banking and Financial Services, the Indian Academy, the China Council and the Latin American Capitol. The AAFM has strategic partnerships with RSOFRoyal Society of Fellows Worldwide and the Diamond Graduate Law Programme. AAFM and RSOF Society provides the most elite, global conferences on finance, tax, investments, law, wealth management, portfolio management, economics and e-commerce issues.

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AAFM Global Board of Standards and Advisory: Global Certification Standards and Quality Assurance
Professor Dr. Roberto J. Santilln Salgado - Master of Science in Finance Program at EGADE-ITESM, Monterrey Campus - Founder AAFM Latin South America Prof. George S Mentz, JD, MBA, CWM AAFM CEO USA Board of Standards Lic. Counselor of Law and Notary Public*** Dr. Ciro Martinez II, PhD, JD, LLM, MBA, CWM, MFP, CEC Hon. Academic StandardsAAFM Law Certification Program www.llmprogram.org Carl Thong, MBA, CWM , MFP AAFM Asia (President of Asia Standards and Accreditation) - Founder AAFM Asia Chapter & Training Professor Stephen Polak, MS, CPA, CWM, CAM - AAFM Super Board - Academic, US Governmental, and Law School Advisor - AAFM Governmental Liaison & GIFM Dr. Ishaq Shafiq PhD, MFP, ChE AAFM Global Advisor USA and ACCE Economists Quantum Consultants USA. Royal Society of Fellows Alliance Dr. Cornell Collins, PhD, MPM, CIPM, BCSH, CPM, CHt. Bahamas, India and Canada Global Advisor AAFM and AAPM - India, Canada, Bahamas

AAFM Asia Board of Standards

Carl Thong, Chairperson, Asia Board of Standards Meocre Li Pamela Peng Prof. Dr. George Mentz Dr. Christopher Goh Khartik Jhaveri William Brynes Eli Lenyon Sean Rozario Sandy Sun Chay Yiowmin

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Tan Sri Dato Prof Dr James Alfred Clive Weatherhead Gao Wen Professor K C Chan, DLitt PhD PMP PMC CMC Suraj Kumar Mishra

AAFM Super Board of Standards Members

Prof. Dr. George Mentz, JD, MBA, CWM, FAD, CPM, CAM, MFP. (Attorney at Law) General Counsel and Chairman US Academic Board (USA-LA) - LA NY and Colorado C. Cooper, CPM, CWM, FAD, CAM, MFP Professor William Byrnes, IV, JD, LLM, MFP, CWM, CTEP - California Professor Dr. Roberto J. Santilln Salgado, PhD - Director of the Master of Science in Finance Program at EGADE-ITESM, Monterrey Mexico Campus Carl Thong, CWM, MFP AAFM (Asia) Board Representative We would like to discuss with you and explore how we can work together in extending the benefits of this certification. We look forward to hear from you. In case of any query please feel free to contact us or visit our website www.aafmindia.co.in Thank you. With Best Regards, Vyas Rai Nagpal, CWM, BA.LLB. Country Head - Marketing & Business Development American Academy of Financial Management India Office No - 46, First Floor Block B, DDA Market, Sector 11, Rohini, New Delhi 110085 (M): +91 9711797800; Email ID: vyas@aafmindia.co.in BUILDING WEALTH MANAGERS OF TOMORROW

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