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FP established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER, CFP® Certification Education Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS). FP was the original strategic partner of the Institute of Banking & Finance (IBF) under the f-NEXT (Financial Network for Excellence in Training).

With more than 15 years of training experience, FP has conducted the CFP® Certification Education Program to more than 12,000 students in Singapore, India, Indonesia, Brunei and Malaysia. To date, FP remains the market leader in providing courses to prepare for the CFP® Certification Education Program in Singapore... Read More

Financial Perspectives Pte Ltd is acquired by its lead trainer, Ronald Wong

November 17, 2014 at 10:17am

For Immediate Release  

Financial Perspectives Pte Ltd is acquired by its lead trainer, Ronald Wong

Singapore (18th November 2014)  - Financial Perspectives Pte Ltd (FP), one of FPAS’ Approved Education Provider for the CFP® Certification Education Program, today announced that its shares have been bought over by Mr. Ronald Wong. 

The acquisition was completed on 22nd September 2014 and FP simultaneously entered into a new contract with the Financial Planning Association of Singapore (FPAS) to continue offering CFP® Certification Education Program.

Mr. Wong stated “I am delighted to have the opportunity to acquire FP and would like to acknowledge the goodwill and support of FPAS without which this transaction would not be possible.”

FP would also like to take this opportunity to sincerely thank all our associates, corporate clients and students who have all supported us since the company was established in 1999. We appreciate your trust in FP in the last 15 years and hope you will continue supporting us to assist in achieving your personal/company training goals and attaining the AFPCM, AWPCM & CPF® Certifications respectively.

Mr. Wong will serve as the Managing Director of FP. Ms. Sharon Teo will continue to be the Course Manager and Ms. Zoe Yuan will continue in her role as Marketing Manager. The existing team of lecturers will be retained, some of who have vast experience teaching the CFP® Certification Education Program.

Mr. Wong further stated “we intend to bring a renewed passion to the business. I believe this acquisition will be beneficial to our stakeholders. As a lecturer with FP for over the past five years, I have developed a strong passion for the advancement of financial literacy and professional education and development and we intend to further improve the overall quality of the training provided. With the continued support of FPAS, our corporate partners, alumni and students, we will continue the good work and we hope to lead FP to even greater glory.”

Thank you. 

Warmest regards,

Financial Perspectives Pte Ltd


CFP®, CERTIFIED FINANCIAL PLANNER™ and   are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through agreement with FPSB.

AFPCM , AWPCM, ASSOCIATE FINANCIAL PLANNER and ASSOCIATE WEALTH PLANNER are registered certification marks of the Financial Planning Association of Singapore.

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  • Hi Ronald & Daniel (Tan), I am writing to you to thank you personally on making a different in your student's result. I got a pass in my AFP this time round with 99.9% adopting the study method that were encouraged by both of you. I am very thankful and grateful to the both of you. Thank you for making your class interesting all the time, i look forward to see you in my subsequent journey towards achieving CFP. Appreciate your hard work and guidance.

  • We are blessed to have Ronald as our lecturer for Module 1, AFP, 37th Intake. His lecture is simple and easy to understand, and he also takes extra effort to help his students by giving additional revision which is outside the of lecture slots. Without Ronald, we doubt we are able to pass for AFP.