Dr. Cheng is an Associate Professor of Finance at the School of Accounting and Finance, and the track coordinator of the MBA (Financial Services) program at the Hong Kong Polytechnic University. He is a member of the Examination Board and was an Executive Committee member of The Institute of Financial Planners of Hong Kong (IFPHK) from 2000-2005. He also serves as a member of the ISO/TC 222 Committee on global financial planning. He has been a CFPCM certificant since 2001.
Dr. Cheng graduated with a DBA in Finance from Louisiana Tech University in 1989.
Before joining PolyU, Dr. Cheng was an Associate Professor of Finance at Murray State University in Kentucky. He served as a Visiting Scholar at Hong Kong Baptist University in 1995-96 and at Southern Illinois University, Carbondale in the Spring of 1997. In the summer of 2003, he served as the HSBC Fellow of Asian Financial Markets at the University of Exeter in UK.
Dr. Cheng’s main teaching interests are Financial Planning, Corporate Finance, Investments, and Risk Management. He is the co-author of two editions of Corporate Risk Management, a co-editor of two editions of Personal Financial Planning: Theory and Practice, an author of Fundamentals of Financial Planning by McGraw-Hill, 2006, and the lead author of Financial Planning and Wealth Management: An International Perspective, also by McGraw-Hill, 2008. Moreover, he has 70 articles published in top finance research journals including the Journal of Finance. He is ranked among the top ten finance professors in Asia Pacific in terms of research by articles in the Pacific Basin Finance Journal in 2001 and 2005.
Dr. Cheng served as a project consultant for various organizations including Hong Kong Exchange on ELI analysis, Charles Schwab (US) on risk profiling, Tai Fook Securities on the Leveraged Foreign Exchange Trading Ordinance, MPFA on mutual fund performance, and HKSI on Paper 12 (asset management). He also serves as an internal valuation consultant for firms in their M&A and IPO process. He is a frequent speaker on topics related to financial planning, wealth management, and risk management for companies and non-profit organizations including HSBC, Zurich Insurance, AIA, Prudential, MassMutual, Manulife, New York Life, Shanghai Commercial Bank, Bank of China (PRC), China Merchants Bank, Bank of Communications, Pudong Development Bank, ShenZhen Development Bank, Huaxia Bank, Guangdong Development Bank, Industrial Bank, Oracle, Chinese Banks’ Association, Hong Kong Police Force, Asian Federation of Credit Unions, and IFPHK. |
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).