Trusted by 20,000+ Professionals
Real stories from real people. Discover how Financial Perspectives has transformed careers across Singapore's financial industry.
20,000+
Graduates
4.9/5
Average Rating
26 Years
Of Excellence
#1
CFP® Provider
"Ronald has been very committed and helpful in answering the student's questions, all the way till the eve of exam. His clear sharing of concepts, indentifying possible question topics and sharing of exam strategies and tips have been very helpful. His mock exam preparation for students is a key factor in helping the student to be more prepared in actual exam sitting, especially the throwing in of "surprises" during the mock exam."
Tan Chin Yi
"I enjoyed the classes very much. Ronald is very funny, friendly, approachable, patient and helpful. He really goes the extra mile to ensure that we understand all the concepts and key points, and gives us his contact so that we can reach him when we have questions regarding the test questions or the modules. I studied the CFP book updated by Ronald and it has helped me to pass the 1st module. Thanks Ronald! Keep up the good work!"
Wong En Ci / Financial Consultant
"Lecturer: Daniel Tan Being a certified accountant, I had taken countless finance courses in my life but Daniel really made finance concepts come alive. He dishes out amazing mind-maps which simplified the subject matter. He also taught us how to learn and how to be a good financial planner, Each of his classes was inspiring and one could feel his passion to teach, sincerity to impact and his immense knowledge in this field. A privilege to have attended his classes. Staff: Zoe Zoe is so helpful and always friendly. She went out her way to facilitate me in attending the classes and always patient to help answer my questions."
Lisa EU Occhipinti / Financial Representative, AFP
"Lecturers have been very helpful in clarifying doubts and answering questions during lectures and even outside of lectures, with additional resources for students to learn from. Additional information presented during lectures also enable me to better understand the relevancy of what we learn and how it applies to our work. Great learning experience overall."
Rin Li Yiying / Financial Consultant
""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."
S A S Rajah / Managing Director
"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."
Jeremy Seah / ASFB
"Ronald is a very committed lecturer and he shares very interesting anecdotes that makes it easy to relate back to the topics we learnt. "
Jerry Liew Jiewei / CFP
"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. "
Marvin Lai
"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! "
Aaron Graham Tay / ASFB
"Ronald provided holistic support for the student dealing with the respective module. All the case studies are beneficial for me to help me to understand module 6 - case study. Thank you for providing such comprehensive services. Highly recommended for anyone to take the module with Ronald as lecturer. "
Goh Shek Hua / Financial Consultant
"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!"
Lawrence Chow / CFP
"Excellent Class. I missed a few sessions unfortunately but it is the most engaging training session I have completed in Singapore. Ronald is excellent and breaks concepts down into clear segments. I highly recommend."
Ashley Jones / CFP
"Thankful to Ronald and Irene who are responsive whenever I sent them questions. Especially for Ronald, because of his practical experience, he provided us with practical steps or information. It is very helpful for a new agent like me. I thought such knowledge should be imparted to us before we actually embark on the journey as a new planner/agent."
Tan Siew Hui / CFP
"Ronald is a good lecturer. Ronald provided a very detailed information on this module, the expectation and understanding of this module are good to help me to pass thru this module 6. I managed to pass this module 6 (first attempt) is thru Ronald�s help. He managed our expectation of this exam. The confidence level is there after attending this course. Thank you Ronald."
Judith Tay / CFP
"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."
Tan Song Cheng / CFP
"FP is a good organizer of the CFP classes, and Ronald is always available to answer questions when needed, which is very much appreciated. I highly recommend anyone who will like to UP their professionalism to attend the CFP classes with Financial Perspectives."
Caden Chia Han Wei / Branch Manager
"The courses were designed specially to tackle the requirements of the exam, hence it was very effective in our preparation for the papers. In particular, the online practice questions were really good as it gives good practice on your knowledge of the topics and correction of your concept on the spot for questions you got wrong. Would definitely use FP for the remainder of my CFP perusal. Thanks!"
Lawrence Chow / CFP
"After taking two modules with FP, I find that the curriculum and study materials were arranged nicely and the presentation of the seminars were effective to enable learners like us to tackle the exam questions. The lecturer was also helpful and knowledgable to answer all our questions. Highly recommend FP as the no. 1 choice for CFP exams revision and register for the seminars."
Edward Shee / Assistant Vice President
"I wanna say thank Ronald for his dedicated teaching. Many people told me CFP is very not useful in the financial advisory industry, especially when comes to product selling. However, for me, it helped me to conquer my self identifying issue. I am finally able to have confidence to do proper planning for friends & clients. I'm able to link the scattered pieces of client information & make it a completed & well-structured planning. I highly recommend CFP class to those who truly want to make a difference in their clients lives in respect to financial planning."
Guo Yanhua CFP 55
"Ronald and his team of lecturers have provided a clear and systematic way of studying and preparing for the exams. The mock exams have been extremely helpful in giving me the confidence to clear the exams in one sitting. In addition, they have sometimes gone beyond the CFP syllabus by providing their own practical experience in practising the concepts, which is useful for young practitioners like us."
Tan Chin Yi / Senior Financial Consultant, AWP
"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."
Edwin Siew
"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."
Lim Cheng Hoo
"As the population become more well-informed, consumers become more information hungry and financial literate. In view of this, all consultants and advisors should equip themselves with updated knowledge to be able to do better planning for your clients. Advisors and consultants are strongly encouraged to pursue the title of CFP, to be more qualified and professional."
Cheang Sai Kiat / Associate Manager, AWP,
"Trainers are helpful. I am surprised Ronald responded to my SMS request over the weekend while I am taking one of the modules. Training provided are comprehensive and relevant too. Thank you. "
Ng Kian Lye / CFP
"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."
Lee Chun Keat / CFP 50th Intake
"Ronald is a very friendly and capable lecturer who is able to make lessons interesting and materials easy to understand. His experience in the industry also provides many valuable studying method tips and important concepts. He is also available to give guidance outside of lessons. I am glad to say that I managed to pass Module 6 on my first try. Thanks to Ronald and the lessons he gave."
Ang Weiting / CFP
"The courses have been very helpful and informative in understanding the need to do financial planning early such as the importance of planning for retirement and how to go about investing. I find asset allocation very useful in both the retirement and investment modules."
Earlene Tan�/ CFP
"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."
Jane Tan / ASFB
"The certificate of retirement adequacy planning is a must for financial advisers specializing in retirement and investment planning. This certificate program has helped me to understand the comprehensive concepts of retirement planning. I have learned how the asset allocation has worked for our retirement planning and we need to have different types of asset class, such as CFP, SRS, cash, insurance, and investment. I highly recommend other financial advisers to take this certificate course."
Ronald Ryutaro Miura / REAP
"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."
Jean Chai / CFP
"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! "
Ruben Ho
"I passed all CFP modules at my first attempt with the guidance of Ronald and Team as well as attempting the well prepared online quiz and mock exam questions numerous times! "
Candice Ang / CFP
"The class was very helpful in preparing me for the Mod 6 paper. It was more than just a revision of knowledge. Ronald helped us to strategically prepare for the challenges in approaching and managing the paper under actual exam conditions. The lessons also progressively build my ability to be able to handle the broad and overarching applications required in the Mod 6 exam. "
Melvin Chan / Financial Consultant
"I found the resource provided online to be very useful and relevant to my studies, especially the guided assessment. As a self-study student, these resources were critical in assisting my understanding and revision. Thanks to that,I managed to pass both M1 and M5 on my first sitting."
Alvin Yeo / Learning and Development Manager
"I have just completed my 4th module with Financial Perspectives and honestly I believe they are the very reason how such daunting course became a stroll in the park. The staffs are extremely helpful be it on the administrative portion or the additional course materials and study guide which are prepared by themselves through their own experiences as a CFP trainer. All these additional help and support made incorporating CFP modules into our already hectic lives much more bearable and allowed me to pass all my modules on the first attempt. "
Jason Zhou Weisheng / CFP
"Excellent course with full of practical case studies! Ronald is humorous, approachable and able to relate his well-thought training material to real-life application. The course framework provides tremendous value and not only had it helped us to convert more happy clients with bigger case size, but also in a more effective manner. Strongly recommended for Ronald's course as it is simply under-priced and over-delivered! "
Joseph Tan
Director & Co-founder
Elite Legacy Planning Pte Ltd
"Insightful and Applicable. Definitely a major value add to business owners with the advice."
Andy Yeo
Financial Consultant
GEFA
"FP will definitely be the Center I will recommend anyone who is keen to do CFP course. They have very rigorous curriculum and many mock tests papers to get one very well prepared for the exams."
Rachel Tan / CFP
Senior Financial Services Consultant
Infinitum Financial Advisory
"The 6 weeks of ASFB has been very rewarding and insightful. Learning from a seasoned practitioner is definitely worth paying a premium for, as the intricacies of working with business owners in a localized context is not something you can learn from books. The sessions are entertaining and interactive, and Ronald has provided many cases studies and resources. Would recommend to fellow FAs who are servicing business owners or wish to break into this specialized market."
Marcus Cai / ASFB
CFP
Professional Investment Advisory Services
"Ronald is very knowledgeable and his lessons are enjoyable! I would give it 5 stars if all the classes are taught by him!"
Quinn / CFP
Senior Financial Consultant
finexis advisory
"Staffs & Trainers that assisted me were concise, helpful and dedicated. Course materials and learning platform were abundantly available and well prepared. The overall learning experience delivers holistic understanding of the subjects with personal approach assistance. Learnings were very practical and applicable in my financial advisory work of financial planning and its related disciplines. Thank you very much to the team behind Financial Perspectives!"
Daniel Gay / CFP
Senior Fianancial Services Consultant
Apex Wealth Management, PIAS
"It was an interesting and enriching module whereby consultants will be equipped with enhanced knowledge to do a detailed and comprehensive planning for clients."
TENG HONG YANG / CFP
Financial Service Consultant
AIA Singapore Private Limited
"For those who wants a breakthrough to better engage and value add them business owner client, this is a course for you to attend. You will understand how business owner thinks, challenges they face and how to plan for them with a more systematic process. With your financial skill sets and knowledge on Insurance and Investment you will be able propose solutions they can not only solve their business, family but also personal needs."
Jaylen / ASFB
Senior FC
GEFA
"I’ve attended the CFP programme and various other courses, and each of them has truly added value by giving me a fresh perspective on what it means to practise financial planning the right way. The concepts were practical, relevant, and highly applicable to real-life client situations. In particular, Ronald stood out for his ability to simplify complex ideas and, more importantly, help us internalise them rather than just understand them at a surface level. Motivational !"
Lee Rong Tzuu
Associate director
Synergy Financial Advisers
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