Caribbean Financial Planning Association

Our People

Home | Our Mission | Press & News | Become a Member | MEMBER BENEFITS | Our People | Members ONLY | Events Calendar 2010
All of our team are volunteers giving their time, resources and expertise free of charge to the CFPA.
Executive Council
Click on names for biographies:

PRESIDENT: Jon Golding, BSc(Eng),MBCS, CITP,CertPFS,AIFP,FICM,FCIB,FCSI

SECRETARY: Michael Gouveia, BSC, LLB

TREASURER: Alexander Buxo, CA, FCCA

Committee Chairmen
Click on names for biographies:

MEMBERSHIP: Michael Callender, MBA(UWI)

EDUCATION: Dave Williams, BSc(Econ), LLB, LEC, LLM (Lon), LLM(UWI), CFE

EDITORIAL: Ian Narine, FCCA

DISCIPLINARY:Simon Paler,BA,AMCT,CTA,FCA

CARICOM Representatives
Click on names for biographies:

BARBADOS: Iain Thomson, BCom, MBA, CFA

JAMAICA: Oran Hall, BSc(Hons),CIM,FMA,FCSI

Advisory Council
Click on names for biographies:

Anthony Granger, BA, BCom, LLB, ACII, FILPA, FRSA, CIP, CertPFS, CeMap, CFP

Our Patrons

Our patrons are valued greatly in helping us to build our association for the benefit of our members and consequently for the families and businesses in the Caribbean. We hope that all of the banks, credit unions, insurance companies, investment firms, trust companies, professional firms and other institutions who employ staff in the financial services industry will become Patron Members and sponsor their staff and give generously to our overheads. The CFPA is a non-profit association. In the end it is these same Patrons who will benefit from having better qualified and more competent staff! A win-win situation for sure!!

What Do All These Letters Mean?

(A=Associate, M=Member, F=Fellow)
All UK designations unless otherwise stated

ACII - Chartered Insurance Institute (Associate)
AIFP - Institute of Financial Planning (Associate)
AMCT - Association of Corporate Treasurers (Associate)
BA - Bachelor of Arts
BCom - Bachelor of Commerce (Canada or South Africa)
BSC - Bachelor of Science (United States)
BSc(Eng) - Bachelor of Science (Engineering)
BSc(Econ) - Bachelor of Science (Economics)
CA - Chartered Accountant (Trinidad & Tobago)
CeMap - Certificate in Mortgage Advice & Practice
CertPFS - Personal Finance Society (Certified Member)
CFA - Chartered Financial Analyst (United States)
CFE - Certified Fraud Examiner (United States)
CFP - Certified Financial Planner (US or UK)
ChFC - Chartered Financial Consultant (United States)
CIM - Certified Investment Manager (Canada)
CIP - Chartered Insurance Practitioner
CITP - Chartered Information Technology Professional
CLU - CharteredLife Underwriter (United States)
CTA - Chartered Tax Adviser
FCA - Chartered Accountant (Fellow)
FCCA - Chartered Certified Accountant (Fellow)
FCIB - Chartered Institute of Bankers (Fellow)
FICM - Institute of Credit Management (Fellow)
FILPA - Institute of Life & Pensions Advisors (Fellow, South Africa)
FCSI  - Canadian Securities Institute (Fellow, Canada)
FMA  - Financial Management Advisor (Canada)
FRSA - Royal Society of Arts (Fellow)
FCSI - Chartered Securities & Investment Institute (Fellow)
LEC - Legal Education Certificate (Barbados)
LLB - Bachelor of Laws (UK, Canada or South Africa)
LLM(Lond) - Master of Laws (London University)
LLM(UWI) - Master of Laws (Univesity of the West Indies)
LOA - Letter of Accomplishment (University of Toronto(Canada)
MBA - Master of Business Administration (US or Canada)
MBA(UWI) - Master of Business Administration (University of the West Indies)
MBCS - British Computer Society (Member)

Administration Office: CFPA, 29 Long Circular Road, St James
Port of Spain, Trinidad, West Indies. Enquiries: info@caripfpa.com