MBA, MS, CPA/PFS, CFA, CFP^®

James is an adjunct faculty member at Georgetown University.  He received his MBA from Loyola University New Orleans and a Master of Accounting in Taxation from the University of New Orleans. James also holds a Bachelor of Science in Accounting from Florida State University. James has served as a member of the CFP Board of Standards July 1996, Comprehensive CFP^® Exam Pass Score Committee and the Journal of Financial Planning Editorial Review Board.

James is Senior Vice President at Kaplan Schweser and a former Senior Manager of an international accounting firm, concentrating in Personal Financial Planning, investment planning, and litigation services. He is author of Kaplan Financial’s Personal Financial Planning Series—Understanding Your Financial Calculator and Understanding Your Financial Calculator for the CFA^® Exam. James is also co-author of the BISYS CFA^® Study Notes Volumes I and II, Kaplan Financial’s Personal Financial Planning Theory and Practice, Personal Financial Planning Cases and Applications, and the Schweser Review for the CFP^® Certification Examination.