Governance · Asia

The AAFM Asia Board of Standards

The AAFM Asia Board of Standards — chaired by Carl Thong — leads certification standards, accreditation and quality assurance for wealth management across Asia, working under the AAFM Global Board of Standards.

Book free counselling   Global Board of Standards

9Board members
12+Asian markets
1996Standards since
151+Global countries
Asia

AAFM standards, tuned for Asia

The AAFM Asia Board of Standards adapts and assures the global certification framework for Asian markets, working under the AAFM Global Board of Standards. Chaired by Carl Thong, it oversees accreditation, training-provider quality and standards for wealth management across the region’s major financial centres.

Asia is one of the fastest-growing wealth markets in the world. A regional board keeps AAFM’s standards relevant to local regulation, products and client needs — while preserving full global comparability of the designation.

Asia members & advisors

Board members across Asia

Dato Dr. James Alfred
AAFM Asia — Advisor & Presidential Advisor
Meocre Li
President, AAFM China Operations — Hong Kong & Mainland
Dr. Min WU, MFP, CWM
Hong Kong University of Science & Technology
Kelvin Leong, MSc, CPA, FCCA
Hong Kong — Hon. Advisor
Prof. Dr. Chung-Liang Huang (Vincent Huang), PhD
Taiwan — Hon. Global Advisor
Dr. Sean Rozario, PhD, MBA, CWM
Special Advisor — Asia & Singapore
Dr. Y. Chay, MFP, CWM
Special Advisor for Singapore & Asia
Dr. Thanaiwong Kirativanich, MFP
Thailand
FAQ

Asia Board — FAQ

The Asia Board of Standards is chaired by Carl Thong, MBA, CWM®, MFP — President of AAFM Asia Standards & Accreditation.

It leads certification standards, accreditation and quality assurance for wealth management across Asia, working under the AAFM Global Board of Standards.

It assures the quality of AAFM training and accreditation across Asia, adapts standards to regional regulation and markets, and works under the global Board to keep designations consistent worldwide.

The Asia Board of Standards is chaired by Carl Thong, working alongside regional members and the AAFM Global Board of Standards.

A globally recognised standard, delivered in Asia

Earn an AAFM India designation backed by the AAFM Asia Board of Standards. Book free counselling.

Book free counselling