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American Academy of Financial Management ™ Boards of Standards

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 about our AAFM Global Recognition™ & Listings and Disclosure on the Official Investor Education Websites and our listing on the US Department of Labor Websites.

Global Board of Academic Advisors & Professors 2005-8* 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) - Sweden
  • Professor Dr. Roberto J. Santillán Salgado, PhD - Director of the Master of Science in Finance Program at EGADE-ITESM, Monterrey Mexico Campus
  • Mr. David Petersen, MFP Master Financial Professional ™ Partner, Ernst & Young in Melbourne Australia
  • Direktor: Prof. Dr. D. Sondermann, PhD, MFP Mas. Fin. Prof. ™ Universität Bonn - Institut für Gesellschafts- und Wirtschaftswissenschaften - Germany
  • Prof. Dr. G. J. Charreaux, PhD - Universite de Bourgogne Dijon Cedex, Bourgogne 21066 France MFP™ Mas. Fin. Prof.™ (Honorary Global Advisor) France
  • Prof. Phil Strause, CWM, CAM, CPM, MFP - Industry Practice Director - Financial Services, Deloitte Consulting, MFP Master Financial Professional ™ Hong Kong
  • Prof. Dr. C. R. Harvey, PhD - J. Paul Sticht Professor of International Business, Fuqua School of Business, Duke Univ. (Honorary Advisor) USA
  • Prof. Dr. C. P Wolff, PhD, MFP - Maastricht University - The Netherlands Research Fellow of the Centre for Economic Policy Research, London
  • Prof. Dr. Robert Munro, PhD, MA, MFP - Gainesville, FL University of Florida Law School - Co-Director, Center for International Financial Crimes Studies USA
  • 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.™ Bahamas
  • Prof. Dr. Joseph Heinlein, Mas. Fin. Prof - Brussels "The Original US Business School in Europe" BU Belgium (Honorary Advisor)
  • 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.™ *
  • Dr. Jeffrey Riggs, PhD, ChE, MS, MA - Research Economist & Investor Communications - NC, USA
  • Prof Bernard Gerson, Mas. Fin. Prof - Brussels
  • Dean J. Mc Farland, PhD, CMA Chartered Market Analyst* Dean of The Tulane Freeman School of Business* New Orleans
  • James Lavorgna, JD, CWM™, CFP™, LLM - AAFM Certified Trainer
  • Prof. Dr. M. Dalton, PhD, CPA, JD, CWM -CEO Money Education Co.** Honorary Advisor to the Board
  • Hon. Dir. Andrew Kane, OBE, CWM, CRA - CEO and Managing Director HSBC Private Banking - Wealth Management, California - AAFM Master Financial Planner
  • Prof. Dr. Pablo Fernandez, PhD, MFP - IESE Business School Madrid Spain
  • Dr. Nicola A. Spence, LLB, CPM, CWM, CAM, CTEP - San Francisco - Asia Attorney at Law
  • Prof. Dr. Shinichi Watanabe, PhD Mas. Fin. Prof ™ - Belgium
  • Professor Dr. Anne Sibert, PhD, MFP - Head of the School of Economics, Mathematics and Statistics, University of London, Birkbeck College (Honorary Global Advisor)
  • Prof. S. J. Brown, Ph.D., NYU Stern School of Business, David S. Loeb Professor of Finance*
  • Prof. Jean Bellemans, Mas. Fin. Prof - Brussels
  • Dr. Benjamin Findley, CPM, Colonel, USAFR (Ret) (Special Honorary Advisor)
  • Dean George L. Salis, PhD. LLM, LLB (Hons), BS, FAD, MFM, CWM, MFP Mas. Fin. Prof., CEPA Dean and Programme Director, Legal Studies Dept., Keiser College, CEO & Principal JurisConsults International Group, LLC Member: ABA, IBA, London Court International Arbitration, Royal Society of Fellows
    Florida,USA. Member: ABA, IBA, London Court International Arbitration, Royal Society of Fellows.
  • Prof. Julia K. Brazelton, PhD, MFP Mas. Fin. Prof.™ Connecticut
  • Prof. Thomas W. Goldman, JD, LLM, FAD, CWM, MFP M. Fin. Prof.
  • Darvin E. Glass, JD, LLM, MM, CAMC, CAM - Connecticut USA - Hon. Global Adv.
  • Dr. Lincoln B. S. Rosa, PhD, MFP, CEC, IEC Fellow, EDS do Brasil EDS - SilvaRosa Consulting **
  • 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
  • Dr. Josef von Laurer, Ph.D., MFP, CPM, CTEP - USA FL and Germany - Honorary Advisor
  • Peggie A. Russell, J.D, RBA - Business Analyst - Tennessee, USA (Honorary Global Advisor)
  • Andy Ong, CWM , CAM , CPM , CFP Chair, Wealth Management Association, Singapore
  • Chris Goh, Academic Director, Finance Programs, ACPE, Singapore
  • Pamela Peng, MFP Director, IVY Schools, Taiwan (Special Advisor Asia)
  • Phillippe Chan, Chief Financial Officer, BNP paribas (Hong Kong)
  • Dr. Venkateshwar Reddy, Ph.D., Associate Dean for Graduate Programs, University of Colorado-Colorado Springs
  • Dr. Richard Whiteside, PhD, MFP Mas. Fin. Prof. (Honorary Award)
  • Kelvin Leong, MSc, CPA, MFP, RBA, CSA, FCCA, MIEEE - Hong Kong (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
  • David MacDonald, CWM, RFS, MFP, Director, Macsimize International Limited
  • John Paterson, Executive Director, FSA Pte Ltd
  • Prof. Lena Booth, Thunderbird Am. Grad. School of Int'l Mgmt.
    Finance Department World Business US and Singapore
  • H. Freedman, JD, MBA, RFS, MFM, RBA - Advisor - Florida
  • Prof. Dr. Rajesh Mohnot, Academic Head FTMS Business School in Singapore, RBA, MFP™ Mas. Fin. Prof. (Honorary Global Advisor)
  • Prof. Edwin D. Dimaculangan, CPA, MBA, RFA Philippines
  • Prof. Dr. Gary K. Hunter, Ph.D. Arizona State University
  • Stewart Cloer, JD, LLM, MFM, MFP, CAMC - Illinois, USA
  • Jacob H. Gold, CFP ™, CWM ™. President of Jacob Gold & Assoc., Inc. (Honorary Advisor) Arizona, USA
  • 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 Dubai, UAE
  • 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
  • Prof. Luke Tan, CWM, PhD ABD - President Thermed Ent., Inc.
  • W. L. Johnson, PhD, CPA, President - GPI, Inc. MFP Mas. Fin. Prof.™ Bahamas and Caribbean
  • Prof. Dr. Niels Schnecker, MFM, CCE Managing Senior Partner, Schnecker van Wyk & Pearson - Romania - Europe
  • 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
  • Lic. Carsten Preusse, RFA, CAM, Mas. Fin. Prof. Germany
  • Tobias M. Mendelson, JD, CTEP, Mas. Fin. Prof.
  • 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
  • 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. Charles Bishop, PhD Taos, NM USA
  • Prof. Alexander Van de Putte, PhD, RFA, CRA, MFP, Master Financial Professional TM – 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), PhD(Princeton), CRA(AAFM), Executive Director, Emerging Markets Risk Advisory - Asia
  • Mike Nall, CPA, CM&A, MFP California, USA
  • Dr. E. Oestriecher, CEC, A.A., B.E.S. M.Ed.,Ph.D., N.D., Ph.D. E-Business Executive, Booze Allen Hamilton - Anapolis, MD, USA
  • Dr. M. G. Junginger - Director Business Development, Financial Executive - Munich, Germany * New Elected Member
  • 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 2004.
  • 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
  • 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** Atlanta, GA
  • 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.
  • Prof. Dr. Johnathan Mun - Special Advisor to the US Board of Standards - CA, USA
  • Satyendra Jindal, MBA, CFA, CAM, CPM, CIIA - India Special Advisor
  • 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. **
  • Francis Cazayoux, MBA, MFP, FAD Financial Analyst and Chartered Market Analyst
  • "William" Poh Wah William Chan, MFP, CAM, CRA - Singapore *
  • 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

*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. Dr. George Mentz, JD, MBA, CWM, FAD, CPM, CAM, MFP Mas. Fin. Professional. General Counsel and Chairman US Academic Board (USA-LA) (Attorney at Law)
  • Prof. Brett King, MBA, CPM, CWM, FAD, CMA, MFP Mas. Fin. Professional, Director International and Global Board Member (Hong Kong and Dubai) - CEO International Training
  • 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)
  • Professor William Byrnes, IV, JD, LLM, MFP, CWM, CTEP
  • 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 NTW AAFM 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

Academic Honorary Advisors China 2004-7

AAFM EU Advisory Board

  • 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