Trainer’s Profile

Our principal CMFAS trainer has more than 15 years’ experience in the financial services industry.  His experiences include financial advisory, business development, product development and training. Over the past 10 years, he has been conducting high quality CMFAS training for major financial institutions in Singapore. In addition to being a member of the Financial Planning Association of Singapore (FPAS), he is a CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant® and Chartered Life Underwriter®.

His expertise include conducting training for CMFAS Module 5 (Rules and Regulations for Financial Advisory Services), CMFAS Module 9 (Life Insurance and Investment-Linked Policies), CMFAS Module 9A (Life Insurance and Investment-Linked Policies II), CMFAS Module 8 (Collective Investment Schemes), CMFAS Module 8A (Collective Investment Schemes II) and Health Insurance. All our CMFAS training modules are highly customisable to cater to your needs.

CMFAS Trainer

Preferred CMFAS Trainer

Since our establishment in 2010, we have been the preferred CMFAS trainer for major financial institutions in Singapore. We are confident that regardless of the programmes you choose, we will deliver the results and wow you!

For a detailed copy of our trainer’s profile, please click here to contact us.