Ruben Ho / 46th Intake, April 2016 /
Kudos to the efforts to bring "practical" trainers to share their experience and help us understand the contents better. The online mock exams are refreshing becaues it allows us to continue at our own pace. Will continue with Financial Perspectives to complete the CFP program and recommend to friends and colleagues too. Keep up the good work!
Marvin Lai / 46th Intake, April 2016 /
It always takes two hands to clap. Ronald & FP is the hand that is ready to clap with you...applauding your success. They are always improving themselves in committing to help us to have the better "Know-How" to help our clients and ourselves. Thank you Ronald & FP...your effort is appreciated.
Edwin Siew / 46th Intake, April 2016 /
I have passed my previous exams on self-study, but my colleagues told me that it is a must to go for FP's lessons for Module 6. And after taking the lessons, I consur; it is absolutely necessary to attend lessons for the CFP Module 6 exams. Thanks to Ronald's step-by-step guidance on answering techniques, topics which may appear in the exams and time-management skills, I passed my Module 6 exam and is officially a CERTIFIED FINANCIAL PLANNER (CFP). I would highly recommend Financial Perspectives as a provider of choice for your CFP education.
Lim Cheng Hoo / 45th Intake, Jan 2016 /
Ronald is light-hearted in the way he teaches and he brings laughter to many, despite long evening classes, i.e. 3.5 hours. He always relaxes and reassures all of us 'how to fail?' in a joyous manner, knowing it is going to be a challenging paper encompassing all curriculum of first 5 CFP Modules.
His ability to focus on 'key-appearing' areas and summarizes them for us helps tremendously. In fact, i counted on this, more than revising first 3 modules i cleared before 2009. And, i must admit, it is very much 'hopeful' trying to re-study all textbooks page to page.
What is also unique to Ronald's is, everyone have many firing rounds to practise Mock Exam Paper, prepared by himself of course, real time, i.e. like role-play, during the class, so that we've gotten a good feel of how to properly and effectively manage our time in the real sitting, as he emphasizes a lot, like a broken record.
As a practitioner himself, Ronald shared with us what are the common pitfalls advisers tend to make, addressed field issues encountered by learners at work, as well as kept everyone ahead of recent developments in the industry. "It is not just about passing the exam." he said.
I've happily attended all Ronald's class and i am very much thankful for having enjoyed all his 'lectures' =))
Seriously, if you want to do well for Module 6, with the least number of trials, i think, it is better to find out from him how.
S A S Rajah / Managing Director, 45th Intake, Nov 2015 /
"Financial Perspectives Pte Ltd" is the best training academy in Singapore for getting the CFP certification.
The teachers are really knowledgable and they take keen interest in explaining the theory and practice of the subject. Without their active help and guidance, it would have been very difficult to pass the Module 4 in the first attempt. The practice papers and the discussions over them also were a great help.
To top it all, the Master Trainer Mr. Ronald Wong is a 'genious' in the field of financial planning education. His commitment and devotion to help the student is really amazing. The Exam Revision Webinar session and also the Live Webinar session just 2 days before the exam was a real ' Confidence booster' and made me clear the exam with ease and confidence.
The staff are very kind and helpful. The venue for the classroom (SMU) is also excellent.
Thank you, Mr Ronald & your team.