Ronald Wong

Ronald Wong

PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate

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.

Ronald acquired Financial Perspectives Pte Ltd in 2014 and is currently it’s Managing Director. Besides lecturing, he is also actively involved in the writing and editing of classroom materials for the CFP® Certification Education Program and other CPD programs. Besides teaching the CFP Certification, he also develops curriculum for Financial Institutions and conducts various professional courses and certifications such as the Certificate in Advising Small and Family Businesses, Certificate in Retirement Adequacy, Code of Ethics and Rules and Regulations courses, Stocks-Options-Forex Trading Skills (S.O.F.T Skills), TradeCRAFT, etc. In promoting financial literacy of consumers, Ronald conducts money management workshops for companies and is a regular speaker for the Millionaire Mentality Seminar.

Ronald holds a Master of Business Administration from the Universty of Birmingham (Birmingham Business School) and is also a CERTIFIED FINANCIAL PLANNERTM practitioner. As the Director at Ronald Wong Consultancy Services, Ronald consults and coordinates planning for local business owners. He is also the consultant at a Single Family Office (SFO) based in the region. His experience ranges from insurance sales and personal financial planning to structuring private placements of investment vehicles and coordination of Wealth Management and legacy planning within Family Offices.

Since 2005, Ronald has been promoting the concepts 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, equipping members of the public with investment and money management knowledge and skills.

He also conducts trading and investment courses such as “Value Investing” and the “S.O.F.T Skills” programme which was conducted quarterly and now in its 17th intake, focusing on the trading of stocks, options and Forex for retail investors. A passionate speaker who generously shares his ideas, he was also frequently engaged by various Financial Institutions to conduct specialised training for their sales force.

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.

Upcoming Events

ID Event Name Duration Start Date
PLE Personal Leadership Excellence (PLE 101) 1 Days September 21, 2021
REAP Certificate in Retirement Adequacy Planning 8 Hours September 17, 2021
FATCAR Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR) 9 Hours September 10, 2021
ARIA Associate REIT Investment Advisor (ARIA) 9 Hours August 13, 2021

Other Events

ID Event Name Duration Start Date
ASFB Certificate in Advising Small and Family Businesses (Cert. ASFB) 5 Weeks July 28, 2021
REAP Certificate in Retirement Adequacy Planning (REAP) 8 Hours July 8, 2021
WMWC Wealth Management for Wealthy Clients (WMWC) 8 Hours June 28, 2021
REAP2 Certificate in Retirement Adequacy Planning (REAP) 8 Hours August 26, 2020
FAQ To Virtual Classroom for CFP® Certification Program Due to COVID-19Learn More