CLU, ChFC, FLMI Course Conducting: ChFC04, ChFC06, GI
Charles manages a team of financial advisors who provides advice to individuals and companies on financial and investment planning, life insurance, risk management, business insurance, employees’ benefits and general insurance. He was with a life company for 25 years, with 15 years as an agency manager. He was actively involved in several working committees, namely: Money Sense, Competencies and Experience Requirements under the National Technical Committee ISO/TC222 on Personal Financial Planning and Continuing Education committee of IFPAS. He has written a book titled "Life Insurance: Environment and Profession" in conjunction with SCI for Diploma of SII.
Covers the different risks and returns from the various forms of investments, as well as the types of investment strategies that can be taken, given the increasingly challenging investment environment. It also provides a systematic approach to investment planning and how to deal optimally in a volatile market.
The ChFC04 Study Text consists of 364 pages (excluding Supplementary Notes).