Jane Tan / ASFB / Dec 2016
The class discussions, topics and contents are relevant to this modern time of financing planning for the family-owned businesses in Singapore especially the know-how 2nd generation owners who value a knowledgeable consultant rather than a relational consultant but has limited knowledge. This course has given me deep insights on what's happening in the family-owned business arena as well as the tips and strategies to engage with clients handling their own family businesses. It is vital to be up to date and engage with a meaningful conversation which zoom into the heart of the matter. This course can certainly help you to achieve the essential financial planning tools to become the brilliant consultant you yet to become.
Jeremy Seah / ASFB / Dec 2016
It was really a great and informative course! Equipped me with the necessary knowledge to engage the prospects, with the actual case study and Ronald sharing with real life ground experience, it helps me to better understand how the information works and how to apply. It is definitely worth much more than the course fees. Looking forward to the gathering session.
Aaron Graham Tay / ASFB / Dec 2016
It was a very practical course with many case studies. The trainer Ronald Wong is very experienced and he shares generously about his knowledge. I find much value in this course and I recommend any practitioner who wants to serve the high net worth clients to attend!
Tan Siew Hui / CFP 48th Intake / Nov 2016
Thankful to Ronald and Irene who are responsive whenever I sent them questions. Especially for Ronald, because of his practical experience, he provided us with practical steps or information. It is very helpful for a new agent like me. I thought such knowledge should be imparted to us before we actually embark on the journey as a new planner/agent.
Jerry Liew Jiewei / CFP 48th Intake / Nov 2016
Ronald is a very committed lecturer and he shares very interesting anecdotes that makes it easy to relate back to the topics we learnt.