AAFM ® American Academy of Financial Management ® Arabia GCC Dubai
AAFM ® Certifications - CWM ™ Certified Wealth Manager - AFA ™ Accredited Financial Analyst - MFP ™ Master Financial Planner - CAM ™ Certified Asset Manager - CRA ™ Chartered Risk Manager - CPM ™ Chartered Portfolio Manager - CTEP ™ Chartered Trust & Estate Planner - CMA ™ Chartered Market Analyst - ChE ™ Chartered Economist - RFS ™ Registered Financial Specialist - CITA ™ Certified International Tax Analyst - CCA ™ Chartered Compliance Analyst - FAD Financial Analyst Designate
All Rights Reserved 1996-2011 © AAFM ® American Academy of Financial Management Handbook and Web Content © are Federally Copyrighted Materials © which are owned by the AAFM ® USA and Protected by International Law and Treaties WSJ Wall Street Journal Reference Guide Lists AAFM ® Designations along with outlining our AAFM ® graduate requirements that have been public for over 5 years *
Disclaimer - Resignations - CWM Wiki - Business Certification - Accredited Programs - Copyrights
AAFM Trademark - CWM Trademark - IAFM - AAFM Wiki - International Academy of Financial Management - FINRA Guide to AAFM Requirements - Financial Jobs
- Algeria - Bahrain - Comoros - Djibouti - Egypt - Iraq - Jordan - Kuwait - Lebanon - Libya - Mauritania - Morocco - Oman - State of Palestine - Qatar - Saudi Arabia - Somalia - Sudan - Syria - Tunisia - United Arab Emirates - Yemen - Algiers- Manama - Moroni - Djibouti - Cairo - Baghdad - Amman - Kuwait city - Beirut - Tripoli - Nouakchott - Rabat - Muscat - Doha - Riyadh - Mogadishu - Khartoum - Damascus - Tunis - Abu Dhabi - Sana'a -
AAFM ® International Board of Standards is a recognized professional member of the: NBEA, ISBE, AACSB, ACBSP, RSOF, ANSI, AABFS, IIFM, and NOCA.RFA ™ Registered Financial Analyst ™ AFA ™ Accredited FinanciaAnalyst ™ MFP ™ Chartered MFP Master Financial Planner ™ As seen in the: Al-Bawaba AME News Khaleej Times Zawya News Daily News and Analysis Marketwire Arab Times Express India Kuwait Times Gulf Times The Hindu Sun Daily Indian Express Financial Times Wall Street Journal Wall Street Globe On Wall Street Black Enterprise Reuters Gulf Daily Arab News and The El Norte.
AAFM ® Arabia GCC - Regulatory and Enforcement Commission
AAFM ® Board of Standards and Experts
AAFM ® Global Board of Standards and Advisory: Global Certification Standards
AAFM ® Super Board of Presidents - Global Board
• Prof. Dr. Roberto J. Santillán Salgado – MS Finance Program at EGADE-ITESM, Monterrey Campus - Founder AAFM® President Latin South America www.aafm.us/latinamerica
• Prof. Dr. George S Mentz - JD, MBA, CWM® – AAFM CEO USA – Board of Standards – Licensed. Counselor of Law and Notary Public** www.financialcertified.com
• Dr. Ciro Martinez II - PhD, JD, LLM, MBA, CWM, MFP, CEC – Honorary Academic Standards - AAFM Law Certification Program www.llmprogram.org
• Carl Thong - MBA, CWM®, MFP – AAFM® Asia - Founder AAFM® Asia Chapter & Training - President of Asia Standards and Accreditation www.aafmasia.com
• Prof. Stephen Polak - MSA/MSL, CPA/PFS, CWM®/CAM, MPM/CIPM - AAFM® Super Board - Academic, US Governmental Liaison and Law School Advisor – Founder AAFM® North Africa & Middle East - GIFM & MELC www.aafmgcc.com
• Dr. Ishaq Shafiq – PhD, MFP, ChE – AAFM® Global Advisor – USA and ACCE Economists – Quantum Consultants USA, Royal Society of Fellows Alliance www.AAFMAfrica.com
• Dr. Cornell Collins - PhD, MPM, CIPM, BCSH, CPM, CHt. – President - Bahamas, India and Canada – Global Advisor AAFM® and AAPM® - India, Canada, Bahamas www.AAFMIndia.com
** The AAFM Super Board of Standards is responsible for the administrative decisions for the Global Certification and Accreditation Operations which are subject to the bylaws** Faculty Award Winners, Honorary Advisors and general members can not legally speak for the organization nor counsel or advise the organization in any legal capacity.
The AAFM Asia Certification Standards Board -- AKA The AWMC Asia Wealth Management Council
Global Board of Academic Advisors & Professors & Award Recognition
Dr. George L. Salis, PhD. LLM, LLB (Hons), BS, FAD, MFM, CWM, CEPA, ChE, MFP Mas. Fin. Prof., - Principal Income Tax Analyst (International) at Vertex, Inc., one of the largest tax software development companies in the world. Member: ABA, IBA, London Court International Arbitration, Royal Society of Fellows
Dr. Mark Kayongo, PhD, MFP™, RFS™ - National Bureau of Standards - Hon. Global Advisor
Dr. Trevor Hamilton, CWM ®, FBIM, FJIM, FIMCJ, President of Trevor Hamilton and Associates International Management Consultants
Prof. Dr. C. Bergström Stockholm School of Economics Department of Finance Head of the EFI (Economic Research Institute at the Stockholm School of Economics)
Direktor: Prof. Dr. D. Sondermann, MFP Mas. Fin. Prof. ™ Universität Bonn - Institut für Gesellschafts- und Wirtschaftswissenschaften
Dr. Gregory P. Green, JD, LLM, MBA, MA, CWM®, CAM, MFP, RFC, RFP - Colorado USA - Hon. Global Advisor
Prof. Dr. G. J. Charreaux Universite de Bourgogne Dijon Cedex, Bourgogne France MFP™ Mas. Fin. Prof.™
Linda J. Sullivan, MBA, CPA, LL.M - USA Global Advisor - International Tax
Prof. Dr. C. P Wolff, MFP - Maastricht University - The Netherlands Research Fellow of the Centre for Economic Policy Research, London
Carl Benjamin Holt FCSI CCO CAM CWM Int Dip RM (FAAFM) MICA - Dubai, UAE
Dr. Robert Munro, PhD, MA, MFP - Gainesville, FL University of Florida Law School - Co-Director, Center for International Financial Crimes Studies
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 Prof. Dr. Joseph Heinlein, Mas. Fin. Prof - Brussels "The Original US Business School in Europe" BU Belgium ** Now at NATO
Dean J. Mc Farland, PhD, CMA Chartered Market Analyst* Dean of The Tulane Freeman School of Business*
James Lavorgna, JD, CWM™, CFP™, LLM - AAFM Certified Trainer
Prof. (Dr.) Niranjan C. Bhat, Hon. Global Advisor for AAFM and AAPM, International & Grand PhD, FAAPM/FAAFM, MPM, CIPM, GPM, CPD and MFP. - India
Prof. 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 IESE Business School Madrid Spain
Dr. Nicola A. Spence, PhD, CPM - San Francisco - Asia
Jack McCaffery III, JD, LLM, CWM, MBA, DBA ABD, CAM, MFP Mas. Fin. Prof.™ *
Prof. Dr. Swarnankur Chatterjee, PhD, CMA, FAD - Athens, GA, USA University Faculty
Jonathan Dougherty, J.D., LL.M., CWM, CAM, MFP Mas. Fin. Prof.™ *
Prof. Dr. Shinichi Watanabe, PhD Mas. Fin. Prof™ - Belgium
Prof. Jean Bellemans, Mas. Fin. Prof - Brussels
Dr. Benjamin Findley, CPM, Colonel, USAFR (Ret) (Special Honorary Advisor)
Prof. Julia K. Brazelton, PhD, MFP Mas. Fin. Prof.™ Connecticut
Prof. Thomas W. Goldman, JD, LLM, FAD,CWM, MFP M. Fin. Prof.
Cody Tellis, JD, LLM, MFP, CWM, CTEP, CAM - California, USA
Dr. Lincoln B. S. Rosa, PhD, MFP, CEC, IEC Fellow, EDS do Brasil EDS - SilvaRosa Consulting **
Honorable Dr. Ishaq Shafiq, PhD, MFP, CEPA -Master Financial Prof. Quantum III Consultants Group, LLC - United States
Bernard W. Bunning, MBA, JD, LL.M, CPA, PFS, CFP, CTEP, MFM, MFP, CWM,, CFS, CVA, CM&AA - Hign Net Worth Consulting
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. Min WU, MFP, CWM, - Hong Kong University of Science & Technology
Dr. Alfred Kahl, PhD Canada and US Mas. Fin. Prof. **
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, Acad. Head FTMS Business School in Singapore, RBA, MFP™ Mas. F.P.
Prof. Edwin D. Dimaculangan, CPA, MBA, RFA Philippines
Prof. Gary K. Hunter, Ph.D. Arizona State University
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
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.
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
Pamela Peng, MFP Director, IVY Schools, Taiwan (Special Advisor Asia)
Lic. Carsten Preusse, RFA, CAM, Mas. Fin. Prof.
Prof. 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
Prof. Christophe Couallier, MFP, RFA - UOP Orlando, FL
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 **
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.
Dr. 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
R. Martinez, MS, CPA, CTEP Honorary Advisor**
Dr. Y. Chay, Dr. Y. Chay, MFP, MFM, RFS, CAM, FAD, CWM- Price Waterhouse Coopers - Special Advisor for Singapore and Asia- Price Waterhouse Coopers - Special Advisor for Singapore and Asia
Dr. Sean Rozario, PhD, MBA, MFP, FAD, CWM, MFC - Special Advisor Asia and Singapore.
Michael Bradford, MBA, CWM, ChFC - Capital One Private Client Group (Honorary Advisor)
Prof. Dr. Chung-Liang Huang (Vincent Huang ) , Ph.D., MFP, CWM, RFS, RBA- Taiwan - Hon. Global Advisor
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
Prof. Dr. Swarnankur Chatterjee, PhD, CMA, FAD - Athens, GA, USA University Faculty
Dr. Maurice Ewing, CRA, FRM (GARP), PhD (Princeton), CRA (AAFM), Executive Director, Emerging Markets Risk Advisory - EU European Union
Steven Burgeman, JD, LLM, CPA, MBA, MAFM, CTS - Tax Lawyer - Illinois, USA - Hon. Gl. Adv.
F. Hale Stewart. JD, LLM, CWM, CAM, CTEP - Houston, TX USA - Hon. Global Advisor
Mike C. Barnes, MBA, RBA - Georgia, USA - Hon. Global Advisor
Ing. Mag. Harald Parapatits, RFS, CPM, MFP
C. Guenzel, MFP, CFP, CAM Honorary Board of Advisors**
Prof. Dr. Lawrence Flagle, DBA, MBA, MFP Mas. Fin. Prof. **
Emad A. Rahim, M.S.M.,C.B.M.,Chairman and CEO of Human Service Assn. of CNY
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
Hock Yew Lim (Michael), CPM, CMA, CWM, FAAFM, FCMI, EMHFBOA, CSAMS, CBPA, MCDBA, MCP - Malaysia, Hong Kong, China, AAFM Special Advisor in Asia
Carl Thong -Asia President - AAFM - Singapore and China
Sunao Fujii - AAFM Asia - Advisor and Presidential Advisor
Dato Dr. James Alfred - AAFM Asia - Advisor and Presidential Advisor
Meocre Li - President AAFM China Operations - Hong Kong and Mainland
Gao Wen - AAFM Asia - Advisor and Presidential Advisor
Clive Weatherhead - AAFM Asia - Advisor and Presidential Advisor
Pamela Peng- AAFM Asia - Advisor and Presidential Advisor
David A Iraka CWM - South Africa - Director - Ancestry Capital
EMMANUEL OPOKU WARE, CMA, MFP, CPM - Hon. Advisor Ghana Africa
Jeffrey C. Rooney,MS, BSBA, CAM, CAMC, CITA, CRA, CCA,CPBA - New York USA
Tripthi M. Mathew, MD, MPH, MBA, MFM, MFP, RFS - NJ - USA Hon. Advisor
Ryland T. Campbell, CWM Executive Chairman of Capital and Credit Group ( Jamaica) and “Observer Newspaper” Jamaican Business Leader of the Year and Government of Jamaica Awardee.
Mr. Young W.Carr Council Chairman AbeSA,MFP,RFS,CGM,FiSMM,IOM,DGG,AistIIB South Africa (Hon. Global Advisor)
Prof. David H. Lasky, MA, AAFM, MFP, MIFP – Switzerland & Austria
Casimir Sayn-Wittgenstein, MFP, CWM, MIFP - UK, Germany, USA
Direktor: Prof. Dr. D. Sondermann, MFP Mas. Fin. Prof. ™ Universität Bonn - Institut für Gesellschafts- und Wirtschaftswissenschaften *
Prof. Dr. G. J. Charreaux Universite de Bourgogne Dijon Cedex, Bourgogne France MFP™ Mas. Fin. Prof.™
Carl Thong, MBA, CWM - CEO Incontech Group, Singapore - Global Advisory
Meocre Li, CWM, CEO GBR, China - Global Advisor - China
Prof. Dr. C. P Wolff, MFP - Maastricht University - The Netherlands Research Fellow of the Centre for Economic Policy Research, London
Dr. Robert Munro, PhD, MA, MFP - Gainesville, FL University of Florida Law School - Co-Director, Center for International Financial Crimes Studies
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, Mas. Fin. Prof - Brussels "The Original US Business School in Europe" BU Belgium ** Now at NATO
Prof Bernard Gerson, Mas. Fin. Prof - Brussels
Prof. Dr. C. Bergström Stockholm School of Economics Department of Finance Head of the EFI (Economic Research Institute at the Stockholm School of Economics)
Prof. Lena Booth, PhD, MFP, Thunderbird Am. Grad. School of Int'l Mgmt. Finance Department World Business US and Singapore
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. 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
Prof. Dr. Swarnankur Chatterjee, PhD, CMA, FAD - Athens, GA, USA University Faculty
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
Todd A. Leach, JD, MBA, CAMC, CCA - Maryland - Hon. Advisory Member
Prof. (Dr.) Niranjan C. Bhat, Hon. Global Advisor for AAFM and AAPM, International & Grand PhD, FAAPM/FAAFM, MPM, CIPM, GPM, CPD and MFP. - India
Dr K.T.N. Murthy, MBA., Ph D., MFPM., CCD., CMC., FAAFM., FMSPI., FUWAI., Executive Chairman, Amruthakrishna Group of Companies, Secunderabad, India appointed as India Financial Executive and Honorable Distinguished Global Advisor
Dr. Alfred Kahl, PhD - Canada and US Mas. Fin. Prof. - Canada
Honorable Khoo, Guan Seng, Ph.D., MFP - Asia Honorary Global Advisor
Honorable Michael Hsu, J.D., MPF, CTEP, CWM - Asia Honorary Global Advisor
Honorable Ma, Kwan Ho Lawrence, Ph.D., MFP - Asia Honorary Global Advisor
Prof. Peter Nelson - Honorary Board EU BENELUX - EU Honorary Global Advisor
Prof. Charles Bouy - Honorary Board Member - EU Honorary Global Advisor
Prof. Shinichi Watanabe, PhD, MA, MFP Master Financial Professional™ EU and Asia - Honorary Global Advisor
Prof. Jean Bellemans, MBA Harvard, MFP Master Financial Professional™ EU Honorary Global Advisor
Prof. Alexander Van de Putte, PhD, RFA, CRA, MFP EU Global Advisor - Member World Econ Forum
Arthur Wong, B.Bus, MBA, MS - Hong Kong, China
Dr. Junaid M. Shaikh, PhD, MCom, MPhil, MFP™, BCom (Hons.), GDCA -Senior Lecturer - Curtin University of Technology - Former Head of Accounting Dept at Mult. Univ. - Hon. Glob. Advisor