Trainer’s Profile

At Octen Consultancy, our principal CMFAS trainer has over 20 years of experience in the financial services industry. His extensive background includes roles in financial advisory, business development, product development, and training. With over two decades of experience, he has been providing high-quality CMFAS training to major financial institutions in Singapore.

In addition to his industry experience, our trainer is also a respected member of the Financial Planning Association of Singapore (FPAS) and holds multiple certifications, including Certified Financial Planner™, Chartered Financial Consultant® and Chartered Life Underwriter®.

Our trainer’s expertise extends to all key CMFAS modules including CMFAS RES5 (Rules, Ethics and Skills for Financial Advisory Services), CMFAS M9 (Life Insurance and Investment-Linked Policies), CMFAS M9A (Life Insurance and Investment-Linked Policies II), CMFAS M8 (Collective Investment Schemes), CMFAS M8A (Collective Investment Schemes II), CM-CIS: Collective Investment Schemes (M8+M8A), CM-LIP: Life Insurance And Investment-Linked Policies (M9+M9A), CM-LIC: Life Insurance, Investment-Linked Policies And Collective Investment Schemes (M8+M8A+M9+M9A) and Health Insurance.

With our experience in CMFAS training, we understand every company has unique needs. That’s why we offer tailored CMFAS training modules built specifically for your requirements. You can trust us to deliver the best training solution to ensure your team’s success.

CMFAS Trainer

Preferred CMFAS Trainer

Leading the way in CMFAS training for major financial institutions since 2010. Trust us to deliver exceptional results through our top-notch programs. Discover our trainer’s credentials by clicking here to reach out to us today.