Tag Archives: Associated Press

Chartered Wealth Manager ® – The First Global Wealth Management Credential from the USA – Since 1996

Chartered Wealth Manager ® – The First Global Wealth Management Credential from the USA – Since 1996 Posted November 19th, 2015 In 2004, Robert Frank of the Wall Street Journal published an expose of the top Wealth Management educational programs and certifications including the Academy of Financial Management ® , Wharton School of Business and New York University. Since then many other graduate finance and accounting programs have integrated a wealth management curriculum worldwide. While major organizations have offered financial planning certificates for years, the top wealth management designations today are the CWM Chartered Wealth Manager ® from the GAFM, and others form the from the IMCA, the College for Financial Planning, and the Cannon Inst. While Wharton and NYU offer courses, diploma – certificates, or degrees with a focus on wealth management , they do not offer the actual board certification or charter designation. This is where a certification body comes into play. Today, the Chartered Wealth Manager ® is conferred by the Academy which is TUV Accredited and ISO 9001 Certified for Quality and the first certification body in the world to earn ISO 29990 Accreditation as Certified for Global Training Educational Standards. Further the CWM is the first wealth credential to be Approved & Sanctioned by India Government’s NISM and also the the Arab Leagues Arab Academy for over 20 Arab Nations. The GAFM’s CWM Chartered Wealth Manager ® Board Certification requires knowledge in 12 key areas: and is referenced in the Global Designation Directory and on the FINRA US Government Regulatory Website and the Wall Street Journal. The primary required skill sets of a CWM Chartered Wealth Manager ® would include: 1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance. The CWM Chartered Wealth Manager ® Program also sanctions an actual graduate law degree courses that can be taken as a path to certification. The CWM ® Chartered Certified Wealth Manager ® professional certification awarded from the GAFM ® Global Academy of Finance and Management ® is the first graduate wealth management Charter & Board certification in the world – as featured in the FINRA, NASD, Investopedia, Forbes, China Daily, Financial Times, Black Enterprise, Wall Street Journal, and Money Manager magazine that was created and founded by the GAFM Global Academy of Finance & Management International Board of Standards USA. The internationally trademarked CWM ® Chartered Certified Wealth Manager GAFM ® Certification and credential is only available for wealth managers with an accredited graduate education and experience who abide by the good standing, continuing education and ethics requirements. The Wall Street Journal also lists the GAFM Certifications as the only organization with accredited business program education and exam requirements from ACBSP and AACSB . With so many designations out there, accredited education and exams must become an important criteria for those to obtain any charter or certification. As the Wall Street Journal reported about the GAFM ® certification and accreditation policies in 2010, The Academy’s standards and policies of “double accreditation would signal that you’ve completed a double accredited degree from one of the top schools in the world.” It helps show that an individual is engaged in a higher code of conduct.” Thus, graduates of an ACBSP masters program or AACSB masters program in finance or ABA LLM program in tax and finance would all qualify for certification provided the candidate passed all of the exams and has 3 years of relevant experience. Further, the CWM Certification program has been accredited by the Supreme Court’s Board of Continuing Legal and Judicial Education of a USA State and the General Legal Counsel of a UK Commonwealth Realm for Continuing Education General and Ethics Credits. The Chartered Wealth Manager ® program has been wildly popular in Asia, India, China, Africa and Latin American for about a decade. Academic Institutions, educational institutes and training organizations must petition to the GAFM www.GAFM.com to become a registered and accredited provider of the CWM Chartered Wealth Manager program or other programs such as the: MFP Master Financial Planner ® CRA Certified Risk Analyst ® AFA Accredited Financial Analyst ® AMA Accredited Management Accountant ® AMC Accredited Management Consultant ® CWM Chartered Wealth Manager ® is a registered trademark in the EU and the USA 4553651 & International Trademark in the European Community Reg. # 010772176

5 Reasons Energy Stocks and Oil Prices May Go Down or Up? by: George Mentz, JD MBA

5 Reasons Energy Stocks and Oil Prices May Go Down or Up? by: George Mentz, JD MBA

5 Reasons Oil and Energy Stocks will go Down.

  1. If the Economy gets worse in the USA, Oil will get cheaper due to lack of demand.
  2. Technology in Drilling – Ability to pinpoint and hit the target.
  3. Telecommuters to work & telecommuters for College/ School
  4. Fuel Efficiency Improvements Since the Nixon Era
  5. Saudi Arabia and other producers including IRAN may flood the market

5 Reasons Oil and Energy Stocks will go up.

  1. Expanding Technology and gadgets require electricity
  2. Demographics and size of population require more oil. India, Africa and Asia have several billion people under 40 years old.
  3. More people are buying cars and cycles in China, India, Africa and Indonesia/Malaysia
  4. The unpredictability of the natural climate and the pollution flux will force more people to use filtered cooling and heat for homes.
  5. If Oil Wells are capped and people are laid off, supply will be reduced in the near term causing prices to go up.

Energy ETF Related Stock Symbols for Your Review

  • Energy Select Sector SPDR (ETF) (NYSEARCA:XLE)
  • Vanguard Energy ETF (NYSEARCA:VDE)
  • iShares S&P Global Energy Sector (ETF) (NYSEARCA:IXC)
  • iShares Dow Jones US Oil Equip. (ETF) (NYSEARCA:IEZ)
  • 3X Bull Energy, Direxion Shares Exchange Traded Fund Trust (NYSEARCA:ERX)
  • 3X Bear Energy Fund, Direxion Shares Exchange Traded Fund Trust (NYSEARCA:ERY)

* Prof. Dr.Jur. George S. Mentz is the first person in the United States to be multi credentialed as a Lawyer, MBA, Qualified Financial Planner, Chartered Management Consultant, Certified Financial Consultant.  Mentz is an award winning speaker/professor and has been a published author for top literary houses including: National Underwriter ALM, O-Books, John Hunt Publishing United Kingdom, Dice.com, ThinkAdvisor.com, eFinancialCareers.com, and has served a Brain Trust member. Mentz is available to speak at conference on inspiration, productivity and wealth management sales techniques. www.GMentz.com

Mentz is the author the new success book released this January, Quantum Bliss.

Quantum Bliss: The Quantum Mechanics of Happiness, Abundance, and Health by George S. Mentz Link: http://amzn.com/1785352032