Tan Song Cheng / CFP 50th Intake / Aug 2017
First and foremost, I wish to comment Financial Perspectives' professionalism & dedication in conducting the entire course. All the lecturers are very competent & experience with their background & profession, with special mention of Ronald Wong & Jimmy Joshua Tan. Ronald Wong commits and delivers to helping his students pass on the first attempt. The CFP course is a very comprehensive and useful certification for practitioners, training and guiding them to deliver comprehensive financial planning on a needs-based approach. I urge all practitioners to embark on the CFP course to greatly enhance their knowledge and competence.
Jean Chai / CFP 50th Intake / Sep 2017
This is one of the best investments for myself. It opened my eyes to the wide spectrum of financial planning, on top of the vast knowledge gained. Ronald never fails to make the topics interesting, practical and easy to digest. Enjoyed all my classes.
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!