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.
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.
Focuses on the various forms of business structures, and highlights the risks and returns involved in a business investment. It also provides insights on buy-sell agreements and the importance of planning for business succession.
The ChFC06 Study Text consists of 387 pages (excluding Supplementary Notes).