Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^CM
• 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^CM Modules lectured

CFP^CM Module 1, 2 & 5

Other Non-Lecturing Responsibilities with FP

Daniel is involved in drafting and editing of study materials for the CFPCM Education Program.

Professional Background

Daniel is an experienced CFP^CM 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^CM
•  MBA
• ACCA
• CPA Singapore

Number of CFP^CM lecturing intakes with FP

16 Intakes

CFP^CM Modules lectured

CFP^CM Module 3

Other Non-Lecturing Responsibilities with FP

Geetha is involved in editing of classroom materials for the CFPCM 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.

Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^CM
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Advocate and Solicitor of the Supreme Court of Singapore
• Bachelor of Laws (Honours) degree, NUS

20 Intakes

CFP^CM 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^CM Education Program.

Professional Background

Lim Chung Wei, a CFP^CM practitioner, has more than 7 years of financial planning experience.

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

• Chartered Financial Analyst
• Master of Social Sciences (Applied Economics), NUS
• Bachelor of Business (Honours), NTU

Number of CFP^CM lecturing intakes with FP

1 Intake

CFP^CM Modules lectured

CFP^CM Modules 4

Other Non-Lecturing Responsibilities with FP

Lye Heng is involved in drafting and editing of study materials for the CFP^CM Education Program.

Professional Background

Lye Heng has over 8 years of experience in financial derivatives trading, structuring products and training financial professionals. In his career life, he has worked with IntesaBci S.p.A and United Overseas Bank. In United Overseas bank, he served in various capacities as proprietary trader of Derivatives Trading Division and Foreign Interest Rate Desk. As a derivative trader, he assisted in running an index option book whose notional value was in the range of 1 billion US dollars. And in the Foreign Interest Rate Desk, he set up an option trading book for government bond futures and also started trading on relative values for the bank's proprietary book.

After leaving UOB, Lye Heng was made principal derivative trader for the local branch of the largest Italian bank, IntesaBci S.p.A. In addition to taking proprietary positions on Stock Indices and Major Government Bonds, he is also the principal product structurer designing various financial products and solutions for the bank's customers. Over the years, Lye Heng has also trained extensively in Singapore. Among others, he conducted derivatives trading seminars for dealers and remisers in various stock broking houses to prepare them for the advent of stock index futures in MSCI Singapore Index and subsequently STI Index. He has also conducted Chartered Financial Analyst programs for Financial Training Company and Financial Perspectives Ltd over the last 4 years.

Professional & Academic Qualifications

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

Number of CFP^CM lecturing intakes with FP

3 Intakes

CFP^CM Modules lectured

CFP^CM Modules 1 & 2

Other Non-Lecturing Responsibilities with FP

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

Professional Background

Nicholas Tay, a CFP^CM 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^CM
• Bachelor of Business (Financial Planning), RMIT

Number of CFP^CM lecturing intakes with FP

5 Intakes

CFP^CM Modules lectured

CFP^CM Module 6

Other Non-Lecturing Responsibilities with FP

Peter is involved in editing of study materials for the CFP^CM Education Program.

Professional Background

Peter Siong is the CEO of QT-Greenfields Financial Solutions, a company that specializes in the development of financial models for financial service practitioners.

Peter is a well sought after speaker, having spoken in numerous seminars and conventions in the region for industry and non-industry groups.  He also acts as a training consultant to some major insurance, banks, and mutual fund companies in Singapore and the region.

Peter is former Head of the Certification Committee of the Financial Planning Association of Singapore.

Philip TAN, MSc (Property & Maintenance Management), BSc (Estate Management)

Professional & Academic Qualifications

• Master of Science (Property & Maintenance Management)
• Bachelor of Science (Estate Management), NUS

Number of CFP^CM lecturing intakes with FP

2 Intakes

CFP^CM Modules lectured

CFP^CM Module 4

Other Non-Lecturing Responsibilities with FP

Philip is involved in editing of study materials for the CFP^CM Education Program.

Professional Background

Philip has 20 years of real estate experience and has accumulated working experiences in valuation, project financial analysis, project management, marketing, strata title and maintenance management. He is a licensed appraiser since 1994. He has given lectures and tutorials at the National University of Singapore, Singapore Polytechnic and Singapore Institute of Surveyors and Valuers (Real Estate Agency Course). He was also invited to deliver papers in regional seminars in Thailand, Malaysia and Indonesia on real estate related subjects.

Raymond WEE, CFP^CM , CFA®

Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^CM
• CHARTERED FINANCIAL ANALYST®
• Bachelor of Business, Nanyang Technological University

Professional Background

Raymond has been in the role of providing investment advisory services and personal financial planning services to individuals and corporate clients over the last three years. Prior to his current role as a Financial Adviser Representative with Philips Securities, Raymond has extensive experience in positions relating to foreign exchange, options and money market trading. He was awarded the Chartered Financial Analyst (CFA) designation in 1998, and the Certified Financial Planner (CFP) designation in 2001.

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.

Professional & Academic Qualifications

• CERTIFIED FINANCIAL PLANNER^CM
• CPA Singapore
• FCCA

Professional Background

Shannon has 7 years of experience in teaching and developing the CFPcm programme for Module 5 and Module 6.

Shannon actively promotes the concept of financial planning by conducting public lectures to the Singapore Police Force and the Ministry of Defence. He is also a volunteer Speaker for the MoneySense programmes by CPF Board.