
The
Honorary Board of Standards for AAFM is composed of 50
member professionals including faculty from several universities,
financial executives and managers, lawyers, judges, and
world renowned financial planning practitioners. 10 Doctorate
level professionals sit on our academic committee overseeing
standards and ethics. AAFM was begun by executives and
faculty to provide financial education and certification
worldwide through the use of executive training. AAFM'S
Board of Standards is a honorary voluntary board that
creates the standards for professional membership and
charter board certifications. AAFM owns the intellectual
property, copyrights, designations, and marks used herein.©
Read
our AAFM Global Recognition Listings on the Official
Investor Education Websites
Global
Board of Academic Advisors & Professors 2004-8 * Note:
these distinguished faculty members are not faculty of AAFM.
The majority of professors here are award recipients and
honorary distinguished global advisors.
List
of On-Site Wealth Management Courses
- Prof.
Dr. C. Bergström, PhD - Stockholm School of Economics
Department of Finance Head of the EFI (Economic Research
Institute at the Stockholm School of Economics)
- Professor
Dr. Roberto J. Santillán Salgado, PhD - EGADE-ITESM
AACSB Accredited Business School
- Direktor:
Prof. Dr. D. Sondermann, PhD, MFP Mas. Fin. Prof.
Universität Bonn - Institut für Gesellschafts-
und Wirtschaftswissenschaften
- Dr.
Jeffrey Riggs, PhD, ChE, MS, MA - Research Economist &
Investor Communications - NC, USA
-
Prof.
Dr. Shinichi Watanabe, PhD, AAFM - Mas. Fin. Prof
- Belgium and Japan
- Professor
Anne Sibert, PhD, AAFM - Head of the School of Economics,
Mathematics and Statistics, University of London, Birkbeck
College
- Hon.
Dir. Andrew Kane, OBE, CWM, CRA - CEO and Managing Director
HSBC Private Banking - Wealth Management, California -
AAFM Master Financial Planner, Certified Wealth
Manager.
- Prof.
S. J. Brown, Ph.D., NYU Stern School of Business, David
S. Loeb Professor of Finance* Honorary
-
Prof. Dr. G. J. Charreaux, PhD, Universite de Bourgogne
Dijon Cedex, France MFP Mas. Fin. Prof.
- Prof.
Dr. Rajesh Mohnot, PhD, Academic Head FTMS Business School
in Singapore, RBA, MFP Mas. F.P.
- Prof.
Dr. Pablo Fernandez, PhD, AAFM - IESE Business School
Madrid, Spain
- Dr.
Gordian Gaeta, LLM, FIMC, CMC, CRA, CMA - Professor and
Global Advisor - Austria EU, Hong Kong, Thailand, and
Dubai, UAE - Asia and EU Counsel
- Dr.
Venkateshwar Reddy, Ph.D., Associate Dean for Graduate
Programs, University of Colorado-Colorado Springs
-
Prof.
Julia K. Brazelton, PhD, MFP Mas. Fin. Prof. Connecticut
- Dr.
Benjamin Findley, DBA, CPM, Colonel, USAFR (Ret) (Special
Honorary Advisor)
- Dr.
George L. Salis, PhD. LLM, LLB (Hons), BS, FAD, MFM, CWM,
MFP Mas. Fin. Prof., CEPA CEO & Principal JurisConsults
International Group, LLC Member: ABA, IBA, London Court
International Arbitration, Royal Society of Fellows
- Dr. Josef von Laurer, Ph.D., MFP, CPM, CTEP - USA FL
and Germany - Honorary Advisor
- Prof.
Dr. C. R. Harvey, PhD, J. Paul Sticht Prof. of Int'l Business,
Fuqua School of Business, Duke Univ. ** AAFM Award Recipient
- Prof.
Dr. C. P Wolff, PhD, MFP - Maastricht University - The
Netherlands Research
Fellow of the Centre for Economic Policy Research, London
- Prof.
Lena Booth, PhD, MFP, Thunderbird Am. Grad. School of
Int'l Mgmt. Finance Department World Business US and Singapore
- Dr.
Robert Munro, PhD, MA, MFP - Gainesville, FL University
of Florida Law School - Co-Director, Center for International
Financial Crimes Studies
- Tan
Sri Dato Prof. Dr James Alfred BA Hons (Econs), LLB, MBA,
PhD, FIoD, FCMI, FCIM, FIPlantE, FSOE, FCILT, FIOSH, FRSH,
FCCS, CPA(Ireland), CPA(USA), MFP(Master Financial Professional),
RFA, CMA, CIPM - Malaysia - Indonesia
- Dr.
Lincoln B. S. Rosa, PhD, MFP, CEC, IEC Fellow, EDS
do Brasil EDS - SilvaRosa Consulting **
- Elizabeth
E.M. Thompson, B.A., LL.B., MFP, Registrar General of
the Bahamas, Barrister, Counsel and Attorney-at-Law, Master
Financial Professional, Charter Professional Member Association
of Certified Anti-Project Management Certification Specialists.
Mas. Fin. Prof.
-
Prof.
Dr. Joseph Heinlein, PhD, Mas. Fin. Prof - Brussels
"The Original US Business School in Europe"
BU Belgium ** Now at NATO
- Prof.
Gary K. Hunter, Ph.D. AAFM, MFP, Arizona State University
- Dr.
Min WU, PhD, MFP, CWM, - Hong Kong University of Science
& Technology
- Prof. Dr. Niels Schnecker, PhD, MFM, CCE Managing Senior
Partner, Schnecker van Wyk & Pearson - Romania
- Dr.
E. Oestriecher, CEC, A.A., B.E.S. M.Ed., Ph.D., N.D..
E-Business Executive, Booze Allen Hamilton - Anapolis,
MD, USA
- Dr.
Maurice Ewing, CRA, FRM (GARP), PhD (Princeton), CRA (AAFM),
Executive Director, Emerging Markets Risk Advisory - EU
European Union
- Dr.
M. G. Junginger, PhD, AAFM - Munich, Germany* Managing
Partner at the Gallup Org. Germany
- Dean
J. Mc Farland, PhD, CMA Chartered Market Analyst* Former
Dean of The Tulane Freeman School of Business* Honorary
Recognition Award
- Darvin E. Glass, JD, LLM, MM, CAMC, CAM - Connecticut
USA - Hon. Global Adv.
- James
Lavorgna, JD, CWM™, CFP™, LLM - AAFM Certified
Trainer
- Prof.
M. Dalton, PhD, CPA, JD, CWM -CEO Money Education Co.**
Honorary Advisor to the Board
- Dr.
Nicola A. Spence, PhD, CPM - San Francisco - Asia
- Jack McCaffery III, JD, LLM, CWM, MBA, DBA ABD, CAM,
MFP Mas.
Fin. Prof. *
- Jonathan Dougherty, J.D., LL.M., CWM, CAM, MFP Mas.
Fin. Prof. *
-
Prof.
Jean Bellemans, Mas. Fin. Prof - Brussels
- Prof. Dr. Johnathan Mun, CWM - US Board of Standards
Honorary
Florida, USA. Member: ABA, IBA, London Court International
Arbitration, Royal Society of Fellows.
- Prof.
Thomas W. Goldman, JD, LLM, FAD,CWM, MFP M. Fin. Prof.
- Cody
Tellis, JD, LLM, MFP, CWM, CTEP, CAM - California, USA
- Honorable
Dr. Ishaq Shafiq, PhD, MFP, CEPA -Master Financial Prof.
Quantum
III Consultants Group, LLC - United States
- Dean Charles E. Sykes, Ph.D., MFP, CCA, RBA - Harris-Stowe
State University, MO, USA
- Prof.
Luke Tan, CWM, PhD ABD - President Thermed Ent., Inc.
- Bernard W. Bunning, MBA, JD, LL.M, CPA, PFS, CFP, CTEP,
MFM, MFP, CWM,, CFS, CVA, CM&AA - Hign Net Worth Consulting
- Prof
Bernard Gerson, Mas. Fin. Prof - Brussels
-
Phillippe
Chan, Chief Financial Officer, BNP paribas (Hong Kong)
-
Dean
Richard Whiteside, PhD, MFP Mas. Fin. Prof. **(Honorary
Global Advisor) 2004-6
- Stewart Cloer, JD, LLM, MFM, MFP, CAMC - Illinois, USA
-
John
Jarrett, Esq. Hong Kong - Master Financial Professional
(Honorary Advisor)
-
Dr.
Alfred Kahl, PhD Canada and US Mas. Fin. Prof. **
-
Dr.
Tyrone Carlin, Senior Lecturer, Macquarie Graduate School
of Management, Sydney, Australia, Hong Kong, & Singapore
- H.
Freedman, JD, MBA, RFS, MFM, RBA - Advisor - Florida
- Mr.
David Petersen, MFP Master Financial Professional
Partner, Ernst & Young in Melbourne Australia
- Prof.
Edwin D. Dimaculangan, CPA, MBA, RFA Philippines
- Phil
Strause, Industry Practice Director - Financial Services,
Deloitte Consulting, MFP Master Financial Professional
- Alex
Castillo, MFP Mas. Fin. Prof. US and South America
- Peggie
A. Russell, J.D, RBA - Business Analyst - Tennessee, USA
(Honorary Global Advisor)
- Michael
Hsu, J.D., MPF, CTEP, CWM
- Peter
J, Loughlin, JD, LL.M., Esq., MFP Mas. Fin. Prof.,
Attorney-at-Law, Member Royal Society of Fellows; Member
International Bar Association
- Hon.
Sameh Temraz, MFP, CWM - Regional Director Zurich Int'l
- Ming
Jo, MFP Mas. Fin. Prof. US and China
- Jeffrey
Johnson, CPA, CMA, CPIM, CFS, RFC Nevada, US
- Carsten
Preusse, RFA, MFP Mas. Fin. Prof. Germany
- Renee
Fisher, Esq. BA, LLB, MBA, CAM, Nassau Bahamas
- Gary
S. Burroughs, CPA, CTEP CEP, TEP, CEA, President of BSB,
Inc., Oregon, USA MFP Master Financial Professional
- Joseph
P. Mathew, MBA, RFA, CAM, CPM, President, Hybrid Energy
Advisors, Inc.
- Zhong-yi
Yang, MFTA,RFA,CPIM,CEPA Taiwan Advisor
- W.
L. Johnson, PhD, CPA, President GPI, Inc. MFP Mas. Fin.
Prof. Bahamas and Caribbean
- Mr.
David Petersen, MFP Mas. Financial Prof. Partner,
Ernst & Young in Melbourne Australia
- David MacDonald, CWM, RFS, MFP - Director, Macsimize
International Limited
- John Paterson, MFP, RFS, CWM - Executive Director, FSA
Pte Ltd
- Michael
Preiss, MFP, RFS, CWM AAFM Certified Trainer Asia
- Craig
Tapper, MFP, RFS, CWM AAFM Certified Trainer Asia
- Gerald
J. Shields, JD, CTEP, Mas. Fin. Prof. Washington DC
- Andy Ong, Chair, Wealth Management Association, Singapore
- Chris Goh, Academic Director, Finance Programs, ACPE,
Singapore
- Jacob
H. Gold, CFP ™, CWM ™. President of Jacob
Gold & Assoc., Inc. (Hon. Advisor) Arizona, USA
- Pamela Peng, MFP Director, IVY Schools, Taiwan (Special
Advisor Asia)
- Lic.
Carsten Preusse, RFA, CAM, Mas. Fin. Prof.
- Tobias
M. Mendelson, JD, CTEP, Mas. Fin. Prof.
- Prof.
Christophe Couallier, MFP, RFA - UOP Orlando, FL
- Professor
Abraham Pang, MFP Emeritus Professor AAFM \E*mer"i*tus\,
n.; pl. {Emeriti}. [L.]A veteran executive who has honorably
completed his service but is still active.
- Prof.
C. Bishop, PhD **
- Prof.
Alexander Van de Putte, PhD, RFA, CRA, MFP, Master Financial
ProfessionalTM – Professor of Finance at the Rouen School
of Management in France, Fellow at Birkbeck College (University
of London) and Shell International Executive.
- Mike
Nall, CPA, CM&A, MFP California, USA **
- Yuen
Heng, Kwan (Jeffrey), MBA, MPA, CWM, MFP, CTEP, CVM CRA,
CMP - SVP - M&P Global Financial Services, Inc. USA
Honorary AAFM Advisory Board for Asia.
- F.
Thomas Winters III, JD, MBA, CPM, MFP Mas. Fin.
- Prof.
Richard Paul Kleeburg, CMA, MBA, JD, PhD
- Dr
A. Ejaife, PhD, CAM, RFS, MFP - Nigeria and England
- Dr.
Thanaiwong Kirativanich, MFP - Thailand
- Profesor
Carl Thong, MFP, CEC - Singapore -Director – Royal Mint
Wealth Management, Malaysia
- Thomas
Irwin, MFP, RFS, CAM - Houston Texas
- Joyce
Molen, MBA, RFS, CAM, CPM, RBA, MFM, MFP Mas. Fin. Prof.
- Texas
- Kelvin Leong, MSc, CPA, MFP, RBA, CSA, FCCA, MIEEE -
Hong Kong (Honorary Advisor)
- Matthew
D. Hutcheson, MS, CPC, AIFA, CRC, Chairman and Editor
of the Journal of Fiduciary Responsibility -Author, Trainer,
and Radio Personality for Finance - Oregon
- T.
Murphy, JD, LLM, MFP Honorary Advisor
- R.
Martinez, MS, CPA, CTEP Honorary Advisor**
- Prof. Dr. Yiowmin Chay, PhD, MBus, MBA, BAcc (Hons),
MFP, MPM, MFM, MFC, RFS, CAM, FAD, CWM, CAM, CEC, CPA,
CMILT, MBCS, CFTP - Special Advisor from Singapore and
UK - Deloitte and Touche
- Prof. Dr. Sean Patrick Rozario, DFA, MBA, MPM, MFP,
FAD, CWM, MFC - Honorary Advisor Asia and Singapore. Diethelm
Singapore Pte Ltd.
- Michael Bradford, MBA, CWM, ChFC - Capital One Private
Client Group (Honorary Advisor)
- Jared B. Eglington MBA, MFP, MFM, CAM, RFS. . Seattle,
WA (Hon. Advisor)
* Honorary Global Advisor or Faculty Excellence
Award
Special
Honorary Advisory Committee
- David
Livingston, CWM, CAM, CPM, MFP (Honorary Advisor to the
Board)
- Ing.
Mag. Harald Parapatits, RFS, CPM, MFP
- C.
Guenzel, MFP, CAM Honorary Board of Advisors**
- Prof.
Dr. Lawrence Flegle, DBA, MBA, MFP Mas. Fin. Prof. **
- Hughes
Tsatsu Tsagli (MFP) ** Ghana Financial Executive **
- Kingsley David Brown, MFP, CVM - Ghana Finanical Executive
**
- Francis
Cazayoux, MBA, MFP, FAD Financial Analyst and Chartered
Market Analyst
- Peace
Ndalama, MFP Mas. Fin. Prof. - Lilongwe, Malawi. (Honorary
Advisor)
- Emad
A. Rahim,M.S.M.,C.B.M.,Chairman and CEO of Human Service
Assn. of CNY
- William
D. Washburn, MFP Mas. Fin. Prof.
- Kwadwo
Appenteng, MFP - Ghana Financial Executive
**
- Dr.
Graham A Orme FAAFM, AFA - Director of Human Resources
and Finance - American Mission Hospital - First
Hospital in the Arabian Gulf
- Clancy Fiifi Dontoh. Ch.E, MFM, CVM, CCF - Ghana Financial
Executive
- "William" Poh Wah William Chan, MFP, CAM,
CRA - Singapore *
*Some
members on the Global Advisor List are Honorary Emeritus
Faculty which is purely an Award Status and Recognition
of Academic Excellence, Life Service, and Research. Members
may nominate faculty to the board of advisors and faculty
members have rights to offer amendments for the innovation
of standards for AAFM. Faculty members are in no way considered
to be faculty of the AAFM except within the limits of an
Honorary or Emeritus Faculty Award Recognition. . They are
simply recognized faculty members of Select Universities
Worldwide that have been unanimously approved to receive
honors from AAFM.
**Honorary
Advisor to the Board
AAFM
Super Board of Standards Members: 2004-8
-
Prof.
George Mentz, JD, MBA, CWM, FAD, CPM, CAM, MFP
Mas. Fin. Professional. Director and President US
Academic Board (USA-LA)
-
Prof.
Brett King, MBA, CPM, CWM, FAD, CMA, MFP Mas.
Fin. Professional, Director International and Global
Board Member (Hong Kong and Dubai)
-
C.
Cooper, CPM, CWM, FAD, CAM, MFP Mas. Fin. Professional
2002-2005 (Honorary Advisor 2006)
-
B.
McCarthy, JD, MBA, CFA, MFP Mas. Fin. Professional
(Honorary Board Advisor)
-
-
Hon.
Judge H. A. Mentz, Jr. RET. LLB, MFP, BSM, Mas.
Fin. Professional - Honorary Board Member Award -
Deseased 2005
-
Prof.
Dr. Richard Petty, CPA, CWM, CPM, CAM, MFP Mas.
Fin. Professional, President Asian Division and Global
Board Member (Hong Kong)
*The
AAFM Super Board of Standards is responsible for the administrative
decisions for the Global Certification and Training Operations.
Sincerely,
AAFM Board of Standards which is part of AAFM, LC
American
Academy of Financial Management Board of Standards LLC.
owns the designation marks MFP MASTER FINANCIAL PROFESSIONAL
(tm) CWM CHARTERED WEALTH MANAGER (TM) CMA CERTIFIED AND
CHARTERED MARKET ANALYST (TM) Registered Financial Analyst
RFA Global Financial Analyst Registered Financial Specialist
Global Financial Specialist Certified Family Office Specialist
Certified Financial Management Analyst Chartered Asset
Manager CAM Chartered Portfolio and Investment Manager
CPIM Chartered Trust and Estate Planner CTEP and federal
copyrights which it awards to individuals who successfully
complete initial and ongoing certification and charter
requirements.©

AAFM
China Special Board of Advisors 2004-7
- Honorable
Yuan Bo, Chairman of the Board Bayshore Consulting and
Services Co.,Ltd.
- Honorable
Sun Ying, General Manager New Treasure Way Consulting
Co.,Ltd.
- Honorable
Wu Ying , Vice General Manager New Treasure Way Consulting
Co.,Ltd.
- Honorable
Thomas Li, MFP Director A-First Mind (Shanghai) Education
Co.,Ltd
- Honorable
Chen Jun Nian , Managing Director A-First Mind (Shanghai)
Education Co., Ltd
- Honorable
Yuen Heng, Kwan (Jeffrey), MBA, MPA, CWM, MFP, CTEP, CVM
CRA, CMP - SVP - M&P Global Financial Services, Inc.
USA Honorary AAFM Advisory Board for Asia.
- Sheri
Young, BBA, MFP, CFC, RFP (USA-HK), CWM, APFP, FAIQ (CII)
Qualified SFC Licensee - Specialist of Securities Advisory
/ Type 4 Responsible Officer
Qualified IA Licensee - Long Term & Investment Linked
Insurance, General Insurance
Qualified MPFA Licensee - Mandatory Provident Fund
- Ryan
J. Navaira, MBA, CPM, MFP - Financial Analyst - Dallas,
Texas
- Sandy
Ying Sun, MFP, CWM - Director of Beijing Operations
Academic Honorary Advisors China 2004-7
- Honorable
Khoo, Guan Seng, Ph.D., MFP
- Honorable
Michael Hsu, J.D., MPF, CTEP, CWM
- Honorable
Ma, Kwan Ho Lawrence, Ph.D., MFP
- Prof.
Lena Booth, Thunderbird Am. Grad. School of Int'l Mgmt.
Finance Department World Business MFP Mas. Fin. Prof.
-
Prof.
Peter Nelson - Honorary Board EU BENELUX
-
Prof.
Charles Bouy - Honorary Board Member
-
Prof.
Dr. Joseph Heinlein, PhD, MFP Master Financial Professional,
Honorary Board Member now at NATO
-
Prof
Bernard Gerson, CPA, MBA MFP Master Financial Professional-
Highlights- Served as Chief Financial Officer of European
Operations of JC Penny Co. with vast teaching and corporate
experience.
-
Prof.
Shinichi Watanabe, PhD, MA, MFP Master Financial
Professional Highlights- Served as Director of
Europe-Japan Economic Research Centre - Catholic University
of Louvain with vast executive and senior management
experience.
-
Prof.
Jean Bellemans, MBA Harvard, MFP Master Financial
Professional Highlights - Vast experience teaching
in the areas of international investments, mergers and
acquisitions, multinational strategy and tactics, and
venture capital. Has over 30 years of international
corporate and executive experience.
- Prof.
Alexander Van de Putte, PhD, RFA, CRA, MFP, Master
Financial ProfessionalTM – Professor of Finance at the
Rouen School of Management in France, Fellow at Birkbeck
College (University of London) and Shell International
Executive.Dr.
Maurice Ewing, FRM(GARP), Ph.D.(Princeton), CRA(AAFM),
Executive Director, Emerging Markets Risk Advisory
Presidente
de la AAFM Capítulo México
Dr.
Roberto Santillán Salgado
Consejo
Académico:
- Dr.
Alejandro Fonseca Ramírez
- Dr.
Eduardo Pablo Villimar
- Lic.
Gregorio Vázquez Alanís
- Dr.
José Humberto Guevara Balderas
- Dr.
Mauricio Cervantes
- Dr.
Mauricio de la Maza
- Dr.
Gerado Dubcovsky
- Dra.
Norma Hernández Perales
- Dra.
Rocío Gómez-Tagle Rangel
Consejo no Académico:
- Lic.
Antonio Ortiz Cobos
- C.P.
Gustavo Maass Mena
- Lic.
Ramiro Hernández Alanís
- Lic.
Ricardo Sada Villarreal
- Lic.
Roberto X. Margaín Santos
- Lic.
Othón Díaz del Guante
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