Lawrence Chow / CFP 49th Intake / Apr 2017
Ronald focuses primarily on educating us in tackling the exam with proven techniques. He constantly reminded us that we already know everything in our heads and it's just a matter of how we apply them effectively during the exam with the pressure of time. He taught us strategies that enabled us to swiftly analyze the case study to pick up essential information for the questions later, which he kept drilling us with adequate practice during the 8 sessions with him. I must say the time spent with Ronald and the class is well worth it as you get to practice and learn from your classmates.
I am proud to say that I have passed my Module 6 upon my first attempt and Ronald's teaching was of great help in helping me achieve that!
Lee Chun Keat / CFP 50th Intake / Aug 2017
Very effective teaching. The lecturers direct us to what's important to study and helps a lot especially for us who are working as well. I enjoyed every lesson and believe I wouldn't do as well if I don't attend class.
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.