Mr Tao Shin Tien
Director @ Financial Dynamics Pte Ltd
BA (Econ & Stats), Grad Dip Marketing Management, CFP Course Conducting: ChFC01, GI
Shin Tien provides awareness to client on financial planning process and updates them the changes in legislations and schemes that may impact the personal planning. His scope of work involves facilitating individuals and families to achieve financial security on optimal and balanced cash flow and net worth management, personal risk management and insurance needs planning, desired retirement with a purpose, ideal estate preservation and distribution with ease, implements specific and comprehensive plans for individuals and families. He gives special focus on planning for individuals and industrialists, especially for those with cross border concerns. He is very active in sharing and conducting various financial related talks and seminars for private and public organizations.
Mr Allen Lim
Financial Adviser Representative at Manulife Financial Advisers Pte Ltd
Master of Management, BSc in Business & Management Studies, CLU, ChFC, Certificate in Law (Estate Planning) Course Conducting: ChFC01, ChFC02, ChFC03
Allen has been a technical trainer in Estate Planning & Wealth Management since 2009. He has been lecturing and giving talks on various financial market topics such as Group Benefits, CFMAS Module 8A, 9 and 9A, Insurance Management Associate Program (IMAP), Financial Statement Analysis, Wealth Protection & Transfer Planning for SCI and conducts weekly technical training for an agency group. He has also been interviewed in Mandarin for My Paper in 2011 on investment strategies for dealing with bear market. He has written "The Three Dimensions of Estate Planning" practice notes.
Mr Chan Keng Leong
Financial Services Director at Prudential Assurance Company Singapore (Pte) Limited
MBA in Business Admin, ChFC Course Conducting: ChFC01 - 07
Keng Leong has blazed a trail of numerous distinctive awards & recognition, including Life Member of the Million Dollar Round Table and Quality & Star Club awards. He had created company’s widely used sales & investment programs and sits in various companies' advisory boards that oversee sales operations, sales process, products & compensation. He acts as consultant to a few local & overseas insurance associations and a frequent writer of financial articles in the local newspaper. He is a well sought-after speaker & has spoken on many local conventions & seminars both locally and in Asia Pacific region including the prestigious Million Dollar Round Table in USA. He has also conducted numerous financial training programs both in his company & industry. His unique way of teaching has helped many participants to benefit tremendously. He was interviewed frequently for views in financial matters on National Radio & Television.
Mr Albert Seah
Director, Chief Trainer of Advent Connect Pte Ltd
Albert was trained as an Engineer before joining the Financial Planning Industry in 1994. His engineering background developed his detailed analytical skills, enabling him to break down complex financial matters for simple applications. He is much sought after for his advice on a wide range of financial service specializing in Retirement & CPF Planning. He has shared his knowledge with companies, associations and schools both locally and in the region. His forte is in Retirement and CPF matters and has achieved outstanding performance both as a Financial Services Practitioner and Agency Leader.
Provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, time-value-of-money concepts and financial planning applications. It also offers an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision making.
The ChFC01 Study Text consists of 290 pages (excluding Supplementary Notes).
You may also apply for the the Associate Financial Consultant (AFC) designation once you have passed ChFC01. For more information on AFC, please click here