Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^®
• Certified Public Accountant
• Masters of Business Administration, University of Kansas
• Bachelor of Science in Accounting and Business Administration, University of Kansas
• Certified Internal Auditor (CIA) and Certified Management Accountant (CMA)

CFP^® Modules lectured

CFP^® Module 1, 2, 3, 5 & 6

Other Non-Lecturing Responsibilities with FP

Daniel is involved in drafting and editing of study materials for the CFP^® Education Program.

Professional Background

Daniel is an experienced CFP^® practitioner who provides financial planning strategies for individuals, business partners and companies. He advocates continuous learning and teaches extensively to ensure that he stays updated on current issues. Daniel conducts academic teaching for diploma and degree programs at various institutions. He is also actively involved in public seminars and training.

Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^®
•  MBA
• ACCA
• CPA Singapore

Number of Intake(s) lecturing in CFP^®Modules

16 Intakes

CFP^® Modules lectured

CFP^® Module 3

Other Non-Lecturing Responsibilities with FP

Geetha is involved in editing of classroom materials for the CFP^® Education Program including the NEW Module 3 Exam Revision Kit.

Professional Background

Geetha has more than 15 years of experience in handing Singapore tax issues and handles clients such as government organsisations as well as listed and private companies

She regularly trains and updates CPAs and the general public in related field of Singapore Taxation System. Besides lecturing CFP students, she also lectures on the ACCA program.

She has also authored revision kits for tax students as well as for Module 3 of the CFP program.  

Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^®
• Advocate and Solicitor of the Supreme Court of Singapore
• Bachelor of Laws (Honours) degree, NUS

22 Intakes (2001 - Current)

CFP^® Modules 1, 2, 3, 5 & 6

Other Non-Lecturing Responsibilities with FP

Chung Wei is involved in drafting and editing of study materials for the CFP^® Education Program.

Professional Background

Lim Chung Wei, a CFP^® practitioner, has more than 7 years of financial planning experience. He is currently a Trading Representative with a member of the S.E.S Trading Ltd.

He has practised as a lawyer for more than 7 years and his scope of practice included probate, estate planning matters, general solicitor's work, commercial and criminal litigation & conveyancing.

He has written articles for the Asia Financial Planning Journal, Law Gazette and has been interviewed by  the New Paper, Today and television on financial planning matters.  He has conducted financial planning seminars/workshops for financial services professionals and the public. He has also conducted Ethics workshop for members of the Financial Planning Association of Singapore (FPAS). He has also participated as a panel discussion member in the 8th Asia Pacific Financial Planning Conference.

Professional & Academic Qualifications

• Bachelor of Engineering (Mechanical), with Honours
• CERTIFIED FINANCIAL PLANNER^®
• Fellow Chartered Financial Practitioner

Number of Year(s) lecturing in CFP^®Modules

2008 - Current

CFP^® Modules lectured

CFP^® Modules 1 & 2

Other Non-Lecturing Responsibilities with FP

Volunteer speaker at MoneySense events jointly prganized by Monetary Authority of Singapore (MAS) and FInancial Planning Association of Singapore (FPAS).

Professional Background

Million Dollar Round Table (MDRT) qualifier 2003, 2004, 2005, 2006, 2007, 2008. He is currently an Associate District Manager with an established life insurance organization in Asia.

External financial consultant with a company specializing in providing human resource services, including fiancnail consultancy, to clients such as IBM, Ikea, JP Morgan, Morgan Stanley, Credit Suisse, Deutsche Bank, UBS, Singtel and Dow Chemical.

Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^®
• Bachelor of Accountancy (Honours), NUS

Number of Year(s) lecturing in CFP^®Modules

3 Intakes

CFP^® Modules lectured

CFP^® Modules 1 & 2

Other Non-Lecturing Responsibilities with FP

Nicholas is involved in drafting and editing of study materials for the CFP^® Education Program.

Professional Background

Nicholas Tay, a CFP^® practitioner, is a highly successful District Manager who manages one of the top agencies in American International Assurance Co. Ltd (AIA) with approximately 18 insurance advisors.

Being an ardent believer of financial planning, he has trained & developed a team of successful associates that provide financial planning services as a value added service to their clients.

Nicholas has qualified for numerous awards like Million Dollar Club, Superstar Club, MDRT, Pinnacle Agency Award (an award for agency that brings in more than $1 million of First Year Premium), the prestigious President Club and in 2001 was awarded the Top Regional Supervisor award.

Nicholas is a member of the Life Underwriter Association of Singapore (LUA) and General Agents & Managers Association (GAMA) Singapore Chapter

He regularly speaks at AIA in-house seminars and workshops on investments, financial planning, prospecting and agency management.

Prior to joining AIA as an insurance advisor, Nicholas was an auditor with Arthur Andersen.

Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^®
• Bachelor of Commerce, Honours 1st Class
• Diploma in Electronics Engineering

Number of Year(s) lecturing in CFP^®Modules

2007 - Current

CFP^® Modules lectured

CFP^® Modules 1, 2 & 4

Other Non-Lecturing Responsibilities with FP

-

Professional Background

Daniel graduated from the University of Queensland Australia in 1998. He has a Bachelor of Commerce where he finished with First Class honors. He majored in finance, macroeconomics and statistics.

Daniel's experience in the financial sector began with PriceWaterhouseCoopers in the area of corporate restructuring, recovery and corporate finance, He then spent the next 4 years in capital markets transactions with DBS Bank and with Citibank. His capital markets experience include primary equity origination such as IPOs, Rights and Bonus issues as well as fixed income originations in the S$ market.

Daniel's other banking experience also includes stints in Citibank corporate asset and structured financing as well as real estate investments in Citi Private Bank.

He is currently a financial consultant with a reputable and leading life insurance organization in Asia and is actively advising clients in the area of risk management and financial planning.

Sean LIM, CFP^®, ChFC, ACCA

Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^®
• Chartered Financial Consultant
• ACCA

Number of Year(s) lecturing in CFP^®Modules

2008 - Current

CFP^® Modules lectured

CFP^® Modules 1& 2

Other Non-Lecturing Responsibilities with FP

-

Professional Background

Sean has 8 years of experience in the banking and financial plannig industry, He is currently a Financial Advisory Director of a Financial Advisory Firm.

Sean actively promotes the concept of financial planning by conducting public lectures at schools, MNCs and societies over the past 6 years. He specializes in Money Management program for children,

He currently leads a team of consultants in his firm. He is also the company's internal traininer and the pioneer trainer for its proprietory Moneytalk boardgame.

Click to read his recent article.

Professional & Academic Qualifications

• Bachelor of Accountancy (Honours)
• Chartered Financial Analyst

Professional Background

Samuel graduated with an honours degree in Accountancy from Nanyang Technological University and is a CFA® charterholder. He is a member of the AIMR and the Singapore Society of Financial Analysts. For a few years, he worked with a foreign bank as a foreign exchange dealer, where he was involved in various treasury products, such as FX, swaps and options. He was also a banking consultant with an international consulting firm.

Since 1997, Samuel has been working as a fund manager in an asset management company, managing a fixed income portfolio. He is also a member of the company's strategy team that helps in making currencies calls and asset allocation recommendations. Samuel is an experienced trainer and has, in the past year, been involved in CFA® material development. Both his accountancy and finance qualifications and work experiences provide a strong background to his teaching of the CFA® topic areas of financial statement analysis and asset valuation.