Faculty

Our faculty & approved speakers

AAFM's certification programs are shaped by one of the most highly credentialed faculties in the world � attorneys, professors and practitioners from leading universities, banks, regulators and standards bodies across the globe.

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50+Global faculty

800+Accredited institutions

151+Countries recognised

1996Standards since

The faculty model

Who shapes an AAFM certification

AAFM�s certifications are written, examined and kept current by a global faculty � not by a single training company. The board�s approved trainers and academic advisors include attorneys, professors, CPAs and practising wealth managers drawn from leading universities, banks, regulators and standards bodies.

This is what sits behind the letters after your name: every AAFM India designation is benchmarked to the same international curriculum and examination standards that this faculty governs, so a CWM� earned in Delhi means the same as one earned anywhere in the world.

Prof. Dr. George Mentz, JD, MBA, CWM�

Founder & CEO, AAFM / GAFM Global Board of Standards � attorney and author of 20+ books; faculty at the Thomas Jefferson School of Law.

Dr. Tefera Tibebu Beyene, CWMA�, Ch.E.

CPA and founder of the International Finance Training Institute; 20+ years across management, accounting, finance and taxation.

Dr. Simon Peter Horn, LL.M.

Professor, Graduate School of International Management (ENPC); visiting professor in International Taxation.

Dr. Thomas A. Gionis, JD, LL.M., MD

US Fulbright Scholar in Law; Chairman, American Board of Healthcare Law & Medicine; Adjunct Professor of Law.

Prof. Stephen Polak, CPA/PFS, CFE, CFF

US Treasury / IRS financial-products examiner; specialist in forensic accounting and financial products.

David Lasky, CWM, MFP

Co-founder, Scimitar Oryx Partners; formerly Renaissance Capital and Deutsche Bank (Capital Markets).

Deborah Burand

Director, International Transactions Clinic, University of Michigan Law; formerly Grameen Foundation and the US Treasury.

Prof. James Lavorgna, JD, LL.M, CWM, CFP

President & CEO, Forsyth Wealth Management; AAFM Certified Trainer for the CWM and CTEP programs.

Casimir Sayn-Wittgenstein, CWM, MFP

Chairman, Royal Society of Fellows; formerly Renaissance Capital, EIM Group and Pictet & Cie.

Richard West

General Counsel & Chief Compliance Officer; admitted to the bar in Louisiana, New York and England & Wales.

Dr. Daniel Schwartz Ribbens, Esq.

Company, partnership and insolvency law; formerly University of South Africa and University of Cape Town.

Hannah Bible, Esq., LL.M

Advisor to UN legal bodies; faculty at the Thomas Jefferson School of Law (international trusts & US tax).

Many listed are honorary global advisors and award recipients of the AAFM Board of Standards; profiles are indicative and for recognition only.

FAQ

Faculty & speakers � FAQ

AAFM programs draw on a global faculty of attorneys, professors and practitioners from leading universities, banks and standards bodies � many holding doctorates, law degrees and senior industry roles.

Many are AAFM-approved trainers and faculty, while others are honorary global advisors and award recipients recognised by the AAFM Board of Standards.

AAFM�s academic board and approved trainers define the curriculum, set and review examination standards, and update content as markets, regulation and products evolve � so the designation stays current and globally comparable.

Faculty and advisors typically hold doctorates (PhD), law degrees (JD or LL.M), professional accounting credentials (CPA) and senior designations such as CWM� � alongside real-world roles in private banking, law, regulation and academia.

About AAFM India

Explore more about AAFM India

AAFM India is the Indian chapter of the global AAFM / GAFM Board of Standards. Explore the people, governance and recognition behind the certifications.

Start hereAbout AAFM India The finance certifications board and Indian chapter of AAFM / GAFM (USA). AAFM / GAFM Global The worldwide Board of Standards, founded 1996 � T�V / ISO accredited. Our Mission Setting and promoting wealth-management standards across India. Founder & CEO Message From Prof. Dr. George Mentz, founder of AAFM / GAFM. References & Clients Global banks and institutions that recognise AAFM certifications. Global Board of Standards The international council that sets and assures AAFM standards. Asia Board of Standards AAFM standards across Asia, chaired by Carl Thong. Super Board of Standards Governs AAFM�s global certification operations. Global Alliances & Recognition US DoL / DoE, CHEA, ACBSP, AACSB, T�V and ISO. Governmental Disclosures AAFM designations on government and certification directories.

Learn from a world-class faculty

Earn an AAFM India designation taught and shaped by global experts. Book a free counselling call.

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