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.
Examines income tax laws relating to the transactions of individuals, as well as planning for minimisation and deferral of taxation for the clients. It also reviews cases that are representative of tax planning and the techniques involved. It also provides an overview of the legal aspects of financial planning, including common law relating to financial planning, as well as the laws governing successful estate planning. Cases representative of estate planning, including a study of the techniques of estate planning, will be presented and discussed.
The ChFC03 Study Text consists of 284 pages (excluding Supplementary Notes).