Читать книгу CFP Board Financial Planning Competency Handbook - Board CFP - Страница 8

Charles R. Chaffin, EdD

Dr. Charles Chaffin arrived at the CFP Board in March 2010, where he provides guidance and oversight to the 378 CFP Board registered programs. His educational background has focused upon teaching pedagogy, curriculum and instruction, educational and cognitive psychology, learner assessment, and higher education administration. He has taught all levels of learners, from elementary school, baccalaureate, graduate, and doctoral studies, through a variety of instructional platforms. He has published several papers that have focused upon the cognitive workload of learners in different task settings, reflective practice, and best practices in higher education curriculum and instruction. He holds a Doctor of Education degree from the University of Illinois at Urbana- Champaign with an additional graduate degree from the University of Michigan.

Sailesh Acharya

Sailesh Acharya is a Master’s student in the department of Family, Youth, and Community Sciences at the University of Florida. His current research focuses on decision making about taking student loans and its implications.

Kristy L. Archuleta, PhD, LMFT

Kristy L. Archuleta, PhD, LMFT, is Associate Professor of Personal Financial Planning at Kansas State University. Archuleta holds a Bachelor’s degree in Family Relations and Child Development with a minor in Business Management from Oklahoma State University and Master’s and Doctoral degrees in Marriage and Family Therapy with an emphasis in Personal Financial Planning from Kansas State University.

Sarah D. Asebedo, MS, CFP^®

Sarah D. Asebedo, MS, CFP^®, is Assistant Professor of Practice in Financial Planning at Virginia Tech and is currently pursuing a doctorate in Personal Financial Planning from Kansas State University. Her research interests focus on the connection between well-being and economic behavior for individuals and families. She has been a practitioner for over 10 years and is currently President of Perennial Wealth Group, Inc. Sarah also serves as a board member for the Financial Therapy Association.

Sonya L. Britt, PhD, CFP^®

Sonya L. Britt, PhD, CFP^®, is Associate Professor of Personal Financial Planning at Kansas State University. She holds a Bachelor’s degree in personal financial planning and a Master’s degree in marriage and family therapy from Kansas State University and a PhD in personal financial planning from Texas Tech University.

Elissa Buie, MBA, CFP^®

Elissa Buie, CFP^®, earned an MBA from UMD and a BS in commerce from the University of Virginia. Elissa is past Chair of the Foundation for Financial Planning and Financial Planning Association (U.S.). She is Dean for FPA’s Residency Program and was named to the inaugural Financial Times Top 100 Women Financial Advisers list. Additionally, Elissa received the prestigious P. Kemp Fain, Jr. Award, the financial planning profession’s equivalent of a lifetime achievement award. She holds an appointment as Distinguished Adjunct Professor at GGU.

Sharon A. Burns, PhD, CPA (Inactive)

Sharon Burns served as a clinical associate professor at Purdue University from 2009 to 2012, teaching retirement planning and negotiations. She is an expert in retirement planning, the economics of aging, and financial planning for women.

Swarn Chatterjee, PhD

Swarn Chatterjee, PhD, is Associate Professor of Financial Planning at the University of Georgia. He has published more than 40 peer-reviewed papers and teaches classes in investing, portfolio management, and behavioral finance. He serves as co-director of the Financial Planning Performance Laboratory at the University of Georgia.

L. Ann Coulson, PhD, CFP^®

L. Ann Coulson, PhD, CFP^®, is a faculty member in Personal Financial Planning at Kansas State University. She earned her BS and PhD from the University of Missouri and her MS from the University of Arkansas. Additionally, she earned the CFP designation in 1991. Dr. Coulson serves as the CFP Board Registered Program Director for the BS, MS, and graduate certificate programs at Kansas State University.

Martie Gillen, PhD

Martie Gillen is Assistant Professor in the Department of Family, Youth, and Community Sciences at the University of Florida. She earned her doctorate in family studies from the University of Kentucky. Her research interests include behavioral economics, the economic well-being of older adults, Social Security retirement benefits, and retirement planning. Dr. Gillen teaches undergraduate courses in research methods and personal and family financial planning, as well as courses for the Graduate Certificate in Personal and Family Financial Planning Program, a CFP Board registered program.

John Gilliam, PhD, CFP^®

John Gilliam, ChFC, CLU, is Associate Professor in the Department of Personal Financial Planning at Texas Tech University. His academic interests are strongly influenced by more than 30 years of professional experience as a financial and insurance advisor.

Joseph W. Goetz, PhD

Joseph W. Goetz, PhD, is Associate Professor of Financial Planning at the University of Georgia, co-founder of the ASPIRE Clinic, and a founding principal of Elwood & Goetz Wealth Advisory Group. He has authored numerous publications in the areas of financial planning pedagogy, investment risk tolerance, and financial planning communication. He received his Bachelor’s degree from the University of Missouri–Columbia, and completed three graduate degrees in the areas of financial planning, psychology, and consumer economics at Texas Tech University.

John E. Grable, PhD, CFP^®

John E. Grable, PhD, CFP^®, holds an Athletic Association Endowed Professorship at the University of Georgia. Dr. Grable served as the founding editor for the Journal of Personal Finance and the founding co-editor of the Journal of Financial Therapy. His research interests include financial risk-tolerance assessment, behavioral financial planning, and psychophysiological economics. He is Director of the Financial Planning Performance Laboratory at the University of Georgia.

Michael Gutter, PhD

Dr. Michael Gutter is Associate Dean for Extension and State Program Leader for 4-H Youth Development, Families, and Communities for the Institute of Food and Agricultural Sciences at the University of Florida. He serves as the current program director of the three certificate programs. Dr. Gutter’s research focuses on examining how socioeconomic status, financial education, personal psychology, and financial socialization are related to financial behaviors. His outreach focuses on improving financial behaviors by increasing knowledge, skills, and access to services.

Vickie Hampton, PhD, CFP^®

Vickie Hampton is Professor and Department Chair of Personal Financial Planning at Texas Tech University. She has authored articles on career development, determinants of success on the CFP^® Certification Examination, and financial planning benchmarks for measuring financial well-being. Vickie has been active on national boards, serving on the Board of Trustees for the American College, the Certified Financial Planner (CFP) Board of Governors and Board of Examiners, the Academy of Financial Services Board, and the Louisiana State University CFP Advisory Board. She received her MS and PhD degrees in family and consumption economics at the University of Illinois at Urbana-Champaign.

Andrew Head, MA, CFP ^®

Andrew Head, MA, CFP^®, joined Western Kentucky University in 2010 and teaches courses on personal finance, estate, tax, and insurance planning, among others, in addition to serving as the Director of the WKU CFP^® Board Registered Financial Planning Programs as well as the WKU Center for Financial Success. He is faculty advisor to the WKU FPA™ Student Chapter and Membership Chair for FPA™ of Kentuckiana. Andrew is also managing partner of Journey Financial Management, LLC, a multistate RIA.

Webster Hewitt, CPA, CFP^®

Webster Hewitt owns a fee-only financial planning firm, Hewitt Lane, with his wife Mandy, located in Athens, Georgia. He has earned both the CPA and CFP^® designations and is working toward his PhD.

Bradley T. Klontz, PsyD, CFP^®

Bradley T. Klontz, PsyD, CFP^®, is Associate Professor in Financial Planning at Kansas State University, a Partner at Occidental Asset Management, LLC, and Co-Founder of the Financial Psychology Institute™. He is a co-author/editor of Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health (Broadway Business), Facilitating Financial Health: Tools for Financial Planners, Coaches, & Therapists (National Underwriter Company), Wired for Wealth (HCI), The Financial Wisdom of Ebenezer Scrooge (HCI), and Financial Therapy: Theory, Research, & Practice (Springer).

L. Michael Ladd, CFA, CAIA, CMT, CFP^®

L. Michael Ladd has been an investment manager and analyst for over 20 years and has covered a host of the world’s stock, bond, and currency markets throughout his career. He is currently the President and Chief Investment Officer of an SEC-registered investment advisory firm, as well as an Adjunct Professor teaching investments at both Point Loma Nazarene University and San Diego State University. Michael received his MBA from the University of Oklahoma.

Derek R. Lawson, MS

Derek R. Lawson, MS is a financial planner at Sonas Financial Group in Kansas City, Missouri. Beginning August 2015, he plans to pursue a PhD in financial planning with an emphasis in financial therapy and behavioral finance. Derek is the Director of NexGen for the FPA of Greater Kansas City, and is the Social Media Coordinator for NAPFA Genesis. Additionally, he is a member of the Financial Therapy Association.

Ruth Lytton, PhD

Dr. Ruth Lytton is a professor and Director of the CFP Board Registered Financial Planning Program at Virginia Tech. Dr. Lytton has received various student association, college, university, and professional association awards for her contributions as a teacher, researcher, and career/academic advisor. In 2009 she was awarded the John H. Cecil Lifetime Service Award from the Central Virginia Chapter of FPA, and in 2012 she was awarded the national FPA Heart of Financial Planning Award.

Jason S. McCarley, PhD

Jason S. McCarley holds a PhD in experimental psychology from the University of Louisville. He is currently a professor in the Applied Cognitive Psychology program in the School of Psychology, Flinders University of South Australia.

Lance Palmer, PhD, CPA, CFP^®

Dr. Palmer received his Bachelor’s and MBA degrees from The University of Utah and his PhD from Utah State University. He is Associate Professor at the University of Georgia Financial Planning Program, where he teaches courses in financial planning with a focus on retirement and tax planning. Dr. Palmer is a CFP® professional and Certified Public Accountant. He has served on multiple editorial boards and is active in financial planning research. He was a recipient of the Richard B. Russell Excellence in Undergraduate Teaching Award at the University of Georgia and also received the university’s Engaged Scholar Award. Working in tandem with Tom Cochran and Georgia United Credit Union, Dr. Palmer has helped to expand the service-learning Volunteer Income Tax Assistance program in Athens, Georgia. Students studying financial planning and accounting complete hundreds of tax returns for families and individuals in the local community each year and provide thousands of hours of financial education and planning assistance to these households.

Keith Redhead, PhD

Prior to his retirement in 2014, Dr. Keith Redhead was Principal Lecturer in Finance at Coventry University (UK), where he established a degree program for the education of prospective financial planners. He taught in universities and financial institutions for more than 42 years. Dr. Redhead authored numerous journal articles and nine books in the area of finance. His books included Personal Finance and Investments: A Behavioural Finance Perspective.

Robert Rodermund, MS

Robert Rodermund is Assistant Professor of Finance at Lindenwood University in St. Charles, Missouri. Prior to his academic career, he was an executive at a large, independent brokerage firm. He holds a BSBA from Washington University in St. Louis, an MSCFE from the University of Missouri, Columbia, and is currently working to complete his PhD at Kansas State University. His research interests include time perspectives and risk tolerance.

D. Bruce Ross III, MS

D. Bruce Ross III, MS, is a marriage and family therapist working on his PhD in Human Development and Family Science with an emphasis in Marriage and Family Therapy at the University of Georgia. He earned a Master’s degree in couples and family therapy at the University of Maryland. While working toward his PhD, he works as a traditional marriage and family therapist, as well as a financial practitioner at the ASPIRE Clinic at the University of Georgia.

Jorge Ruiz-Menjivar

Jorge Ruiz-Menjivar is a doctoral student in the Department of Financial Planning, Housing, and Consumer Economics at the University of Georgia. His current research focuses primarily on financial risk tolerance, its assessment, and cross-cultural applications.

Ronald A. Sages, PhD, AEP^®, CFP^®, CTFA, EA

Ron is co-founder and President of Chapin Asset Management, a boutique wealth management firm with offices in Greenwich, CT and Hilton Head Island, SC, and Assistant Professor of Personal Financial Planning at Kansas State University. His research interests are in behavioral finance, risk management, and financial literacy. A financial planner since 1973, Ron earned his PhD in personal financial planning from Kansas State University in 2012.

Joyce Schnur, CFP^®, MBA, ChFC

Joyce joined Kaplan University School of Professional and Continuing Education in 2006, and her responsibilities as Dean include oversight of Kaplan’s Financial Services businesses, which include security and insurance licensing, wealth management, and professional development. Kaplan’s reach in the financial services industry extends globally, and in 2014 Joyce was named as a global sector leader for wealth management. Throughout her career, Joyce has been a frequent instructor and lecturer on many financial planning topics including tax topics and estate planning. Prior to joining Kaplan, she had over 20 years of financial counseling experience, during which time she advised many executives and directors of Fortune 500 companies, as well as small business owners.

Katie Seay, CFP^®

Katie Seay is Assistant Trust Officer and the Director of Financial Planning at The Trust Company in Manhattan, Kansas, where she provides in-depth and long-term financial and retirement planning expertise to clients. Previously, Katie worked with a large financial planning and counseling firm in Atlanta, Georgia that mainly serves Fortune 500 company executives. Katie is a graduate of the Family Financial Planning Program at the University of Georgia and is a CFP^® professional.

Martin C. Seay, PhD, CFP^®

Martin C. Seay, PhD, CFP^®, is Assistant Professor of Personal Financial Planning in the School of Family Studies and Human Services at Kansas State University. His research focuses on borrowing decisions, the role housing wealth plays in family finances, and how financial behavior is shaped by an individual’s psychological profile. Dr. Seay currently serves on the editorial review board for the Journal of Financial Planning and the Journal of Financial Therapy, as well as serving as Vice President of Communications for the Academy of Financial Services.

Deanna L. Sharpe, PhD, CFP^®

Deanna L. Sharpe, PhD, CFP^®, is Associate Professor in the Personal Financial Planning Department at the University of Missouri–Columbia. Her research and teaching focuses on relationships between the household and market economy. She has won awards for research on grandparent-headed households and financial issues of having a child with autism. The courses she has taught include Financial Counseling, Personal and Family Finance, Assessing the American Dream, Tax Planning, Employee Benefit and Retirement Planning Family Economics, and Personal Financial Issues of Older Adults.

Michael Snowdon, CFP^®

Michael Snowdon, CFP^®, is director of education and professionalism at Financial Planning Standards Board Ltd. (FPSB). Michael oversees education and training content development to support FPSB’s professionalism and certification standards. A former practicing financial planner and financial planning educator, Michael has more than 30 years of experience in the financial planning profession, and has authored nationally acclaimed financial education and training materials. Michael received a Master’s in psychology and administration from Cincinnati Christian University and a Bachelor’s in education from Ozark Christian College.

Taylor Spangler, MS

Taylor Spangler is an Adjunct Lecturer in the Family, Youth, and Community Sciences Department at the University of Florida, focusing on personal finance topics. She is also the state coordinator for the Florida Master Money Mentor Program, a UF/IFAS Extension volunteer financial mentoring program sponsored by a gift from Bank of America.

Kelly S. Steelman, PhD

Kelly S. Steelman is Assistant Professor in the Department of Cognitive and Learning Sciences at Michigan Tech University. Her research focuses on human attention and cognition, with an emphasis on helping people to find and use information in data-rich, technological environments. She completed her PhD in psychology at the University of Illinois at Urbana-Champaign in 2011.

Kevin Valentino, MS

Kevin Valentino is a graduate student studying financial planning at the University of Georgia. He holds a Bachelor’s degree in finance from the University of Georgia and lives and works in Atlanta where he practices as a financial planner.

Thomas Warschauer, PhD, CFP^®

Thomas Warschauer is Professor of Finance, Emeritus, at San Diego State University. He founded the first CFP Board registered financial planning degree programs. He was formerly on the CFP Board of Examiners, was the first president of the Academy of Financial Services, and is Associate Editor of the Financial Services Review.

Ann Woodyard, PhD, CFP^®

Ann Woodyard is Assistant Professor in the Department of Financial Planning, Housing, and Consumer Economics at the University of Georgia where she is the program director for the online Master’s program. She holds degrees from Kansas State University and the University of North Carolina at Chapel Hill. Her research interests include financial knowledge, gender issues in financial planning, and the role of philanthropy in personal wellness.

Dave Yeske, DBA, CFP^®

Dave Yeske, DBA, CFP^®, is Managing Director at Yeske Buie and a past chair of the Financial Planning Association. Dave received FPA’s Heart of Financial Planning award in 2012. He earned a BS in applied economics and an MA in economics from the University of San Francisco, and a DBA from Golden Gate University, where he holds an appointment as Distinguished Adjunct Professor in the Ageno School of Business. Dave co-teaches GGU’s capstone cases course with frequent co-author Elissa Buie.