CFP® Trainers

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CFP® - Certified Financial PlannerTM

CFP® Trainers

CFP® Trainers

Ben FOK, MBA, CMA, CFP^®
Professional & Academic Qualifications	CERTIFIED FINANCIAL PLANNER^TM Certified Management Accountant Trust and Estate Practitioner Master of Business Administration (Investments), University of Dubuque, IOWA, USA Bachelor of Finance, University College, Dublin Diploma in Investment, Institute of Banking and Finance Diploma in Financial Planning
Number Of Year(s) Lecturing In CFP^® Modules	2001 - Current
CFP^® Modules Lectured	CFP^® Modules 1, 4 & 5
Other Non-Lecturing Responsibilities With FP	Ben is involved in drafting and editing of study materials for the CFP^® Certification Program.
Professional Background	Ben has 20 years of experience in the financial services industry serving in positions in fund management and financial planning. Ben actively promotes the concept of financial planning by lecturing at various public and private organisations, and is an invited lecturer at the Singapore Institution of Management (SIM). Ben is the Director of Wealth Management of a Financial Advisory firm. He contributes regularly on topics related to finance to the local newspaper and magazines. [Back to Top]
Daniel TAN, CFP^®, ChFC, MBA, CPA
Professional & Academic Qualifications	CERTIFIED FINANCIAL PLANNER^TM Certified Public Accountant Masters of Business Administration, University of Kansas Bachelor of Science in Accounting and Business Administration, University of Kansas Certified Internal Auditor (CIA) and Certified Management Accountant (CMA)
Number of Year(s) Lecturing In CFP^® Modules	2002 - Current
CFP^® Modules lectured	CFP^® Module 1, 2, 3, 5 & 6
Other Non-Lecturing Responsibilities with FP	Daniel is involved in drafting and editing of study materials for the CFP^® Certification Program.
Professional Background	Daniel is an experienced CFP^® practitioner who provides financial planning strategies for individuals, business partners and companies. He advocates continuous learning and teaches extensively to ensure that he stays updated on current issues. Daniel conducts academic teaching for diploma and degree programs at various institutions. He is also actively involved in public seminars and training. Prior to joining the financial planning industry, Daniel, a Certified Public Accountant, was a finance and administration manager for a local company. [Back to Top]
LIM Chung Wei, CFP^®, LL.B (Hons)
Professional & Academic Qualifications	CERTIFIED FINANCIAL PLANNER^TM Advocate and Solicitor of the Supreme Court of Singapore Bachelor of Laws (Honours) degree, NUS
Number of Year(s) Lecturing In CFP^® Modules	2001 - Current
CFP^® Modules Lectured	CFP^® Modules 1, 2, 3, 5 & 6
Other Non-Lecturing Responsibilities With FP	Chung Wei is involved in drafting and editing of study materials for the CFP^® Certification Program.
Professional Background	Lim Chung Wei, a CFP^® practitioner, has more than 7 years of financial planning experience. He is currently a Trading Representative with a member of the S.E.S Trading Ltd. He has practised as a lawyer for more than 7 years and his scope of practice included probate, estate planning matters, general solicitor's work, commercial and criminal litigation & conveyancing. He has written articles for the Asia Financial Planning Journal, Law Gazette and has been interviewed by The New Paper, Today and television on financial planning matters. He has conducted financial planning seminars/ workshops for financial services professionals and the public. He has also conducted Ethics workshop for members of the Financial Planning Association of Singapore (FPAS). He has also participated as a panel discussion member in the 8th Asia Pacific Financial Planning Conference. [Back to Top]
LING Hue Chye, CFA^®, CFP^®
Professional & Academic Qualifications	BSc (Hons) CERTIFIED FINANCIAL PLANNER^TM Chartered Financial Analyst
CFP^® lecturing years with FP	Since Jan 2010
CFP^® Modules lectured	CFP^® Modules 1, 2, 5
Other Non-Lecturing Responsibilities with FP	Nil
Professional Background	Joined an IFA company as a Financial Consultant since Dec 2004. Re-designated Senior Financial Consultant in 2006. Promoted to Associate Director in 2010. Qualified for Chairman Roundtable 2005, 2006, 2007, 2008, 2009. Conducted financial planning seminars at various organizations including National Parks Board, KKH Hospital, IMH Hospital and SMEs. FPAS Editorial Board member since April 2008. CFA Digest Abstractor since Aug 2009. Written articles published in Pulses, Prime and The Practice magazines. [Back to Top]
Ronald WONG, CFP^®, CWM^®, MFP™, AEPP, FAAFM
Professional & Academic Qualifications	Certified Financial Planner^® Chartered Wealth Manager^® Master of Business Administration Master Financial Planning Associate Estate Planning Practitioner Chartered Mortgage Analyst Singapore Accredited Mortgage Planner
CFP^® lecturing years with FP	Since 2010
CFP^® Modules lectured	CFP^®Modules 1, 2, 4, 5, 6
Other Non-Lecturing Responsibilities with FP	Ronald is involved in the editing of classroom materials for the CFP^® Education Program. He also conducts money management workshops for companies and is a regular speaker for the Millionaire Mentality Seminar.
Professional Background	As the Director at Ronald Wong Consultancy Services, Ronald consults and manages portfolios for business owners and clients. He is also the Director and Principal Trainer at Ginosko Academy of Financial Excellence which specializes in equipping members of the public with investment and money management knowledge and skills. He also regularly conducts coaching and training for Financial Advisors at Financial Services Advisories. Since 2005, Ronald has been promoting the concept of financial planning by conducting talks and workshops at various public and private organizations as well as Polytechnics and universities. In 2007, he started an initiative called "LunchTalks Seminar Sessions", where he conducts financial literacy workshops on a voluntary basis at various Organizations. Ronald has a "3-E Mission" in the Marketplace: to Educate the public about the importance of financial planning, to Encourage them to take practical actions for their financial future, and to Empower them to make the right choices with a positive attitude to take personal responsibility about their financial future. [Back to Top]