Guo Yanhua / CFP 55th Intake / Mar 2019
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 can finally able to have some confidence to do proper planning for friends & clients.
I'm able to link the scattered pieces & make it a completed & well-structured planning.I highly recommend CFP class to those who truly want to make a difference in their lives in respect to financial planning.
Earlene Tan / CFP 54th Intake / Nov 2018
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.
Ang Weiting / CFP 52nd Intake / Mar 2018
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.
Ronald Ryutaro Miura / REAP / Apr 2018
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.
Judith Tay / CFP 50th Intake / Jan 2018
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.