Mr Chua Kim Peng
Managing Partner at IPP Financial Advisers Private Limited, MD at Finerty Academy
BB in Banking & Finance, ChFC, CFP, FChFP, AEPP & Professional Estate Planner Course Conducting: ChFC02, ChFC07
Kim Peng specializes in personal finance since 2001 and speaks regularly at wealth management seminars and financial literacy workshops island-wide on various financial topics through various platforms island-wide. He leads a team of wealth advisor coaching, mentoring and motivating the team to achieve their maximum potential. He is also responsible for developing corporate business opportunities through various initiatives including investment seminars, financial planning workshops, wealth management clinics, corporate Websites and various promotional events. He has developed a comprehensive competency framework for financial advisors such as The KASH Growth ™model and wealth management framework for consumers and the 3-Dollar Concept™ & The Cashflow Independence™ Framework™.
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.
Examines the importance of creating and protecting wealth as it has a great impact on clients’ current and future lifestyles. It also outlines the proper wealth management techniques and strategies that will help their clients to better manage their risks, transfer wealth, and maximise their financial quality of life.
The ChFC07 Study Text consists of 249 pages (excluding Supplementary Notes).