About Financial Perspectives
Centre for Professional Excellence in Advisory Competency & Ethics
Since 1999, we have provided CFP® certification education and professional development programmes for financial-services professionals in Singapore and across Asia.
Our Mission & Vision
Guiding principles that drive our commitment to excellence
Our Mission
Our Mission is to provide a superior training experience that delivers a holistic approach to aid our students' understanding and application of wealth management concepts. We aspire to be the link between consumers and Financial Services Professionals by contemporaneously promoting financial literacy to the public and empowering Financial Services Professionals with competencies to help their clients create wealth, preserve dignity and change lives, turning their dreams into reality.
Our Vision
It is our vision to be the Centre for Professional Excellence in Advisory Competency & Ethics, to provide excellent financial education and life-long professional development to financial planning professionals in Asia, where every financial planning professional can be trained and equipped to exhibit Professional Excellence in Advisory Competency & Ethics (PEACE) in their practice. FP is committed to play a part in developing professionalism in the Financial Services Industry and promoting financial literacy in Singapore. We will strive to continuously be the premier Education Provider of the CFP® Certification Education Program in Singapore and other financial training in Asia.
Professional Excellence in Advisory Competency & Ethics (PEACE)
Our Core Values
The principles that define who we are and how we serve
Committed to our Mission
Dedicated to excellence in financial education
Focused on the Outcome
Results-driven approach to student success
Professional in our Approach
Maintaining highest standards of professionalism
Innovative in our Methodology
Modern teaching methods for maximum impact
Passionate in our Delivery
Energetic and engaging training experience
Practical in Application
Real-world relevance in every lesson
Care for our Employees
Supporting our team's growth and well-being
Loyalty to one another
Strong team bonds and mutual support
Spirit of Adventure
Embracing innovation and new challenges
These values guide every decision we make and every interaction we have with our students, partners, and the community we serve.
Our Trainers
Learn from seasoned practitioners with decades of real-world experience
Ronald Wong
TEP, MBA, CFP, ChFC, ChMA, AEPP
INSTRUCTOR FOR CFP AND CPD PROGRAMS (MFA)
Ronald is Managing Director of Financial Perspectives. His consulting and teaching experience spans personal financial planning, business owners, high-net-worth clients, and family wealth and legacy planning. He develops professional curricula and teaches business and finance subjects for financial institutions and universities. He holds an MBA from the University of Birmingham and is a registered Trust and Estate Practitioner with STEP.
Aaron Graham Tay
CFA®, CFP®, TEP®
INSTRUCTOR FOR CFP PROGRAM
Aaron is a senior wealth adviser and team director with more than 20 years of wealth-management experience. He advises individuals, families, professionals and business owners across investment management, retirement, insurance, estate and legacy planning. His approach combines disciplined investing with holistic financial planning and stewardship across generations.
Joshua Jimmy Tan
MBA (Strategic Wealth Management), CFP®, CWM®
INSTRUCTOR FOR CFP PROGRAM
Joshua brings more than three decades of financial-services experience to estate, retirement and business-owner succession planning. His work includes wills and trusts, financial-advisory leadership, and coaching and mentoring financial professionals. He holds an MBA in Strategic Wealth Management and the CFP® and CWM® designations.
William Cai
MSc (Finance), CFP®, ChFC®, CMFC®
INSTRUCTOR FOR CFP AND CPD PROGRAMS
William is a practitioner-educator and fund manager with 32 years of active industry experience. He brings applied investment and portfolio-management experience to financial-planner education, including multi-asset portfolios and absolute-return strategies. He holds a first-class master’s degree in Finance from the National University of Ireland, Dublin, and is the author of How To Be A Successful Investor.
Eliss Chen
Wealth Management & Trust Specialist
INSTRUCTOR FOR CFP PROGRAM
Eliss brings more than 20 years of experience across banking, insurance, trusts, wealth management and professional education. She is Client Manager at Hone Maxwell Singapore and founder of Eliss Consultancy. Her work spans cross-border wealth and legacy planning, trust structures, adviser development and professional training. She delivers seminars in English and Mandarin.
Learn from the Best in the Industry
Our trainers bring decades of practical experience and are committed to your success. They don't just teach theory—they share real-world insights that make a difference.
Explore Our ProgramsInternational Affiliation & Associations
Proud partners in global financial planning excellence
Financial Planning Standards Board Ltd (FPSB)
The Financial Planning Standards Board Ltd (FPSB) is a U.S.-based non-profit association that manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in personal financial planning.
CFP® Marks: FPSB owns the CFP®, CERTIFIED FINANCIAL PLANNER™ marks and awards them to individuals who meet FPSB's initial and ongoing certification requirements.
Singapore: The Financial Planning Association of Singapore (FPAS) is the marks licensing authority for the CFP® marks in Singapore, through agreement with FPSB.
Financial Planning Association Of Singapore (FPAS)
FPAS is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public. Since 1st December 1998, its vision is to ensure that all Singaporeans have access to responsible and appropriate financial planning advice by raising the professional standards of the industry through education and a shared code of ethics.
FPAS is part of a global assembly of financial planning bodies, and a licensee of the Financial Planning Standards Boards Ltd (FPSB). Launched in October 2004, its aim is to set standards and oversee the international CFP® certification program. As such, FPAS oversee the licensing process for the CERTIFIED FINANCIAL PLANNER™, Associate Wealth Planner and Associate Financial Planner.
Recognized Certification Marks
What Our Students Say
Approved feedback from professionals who have learned with us
"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."
Ang Weiting / CFP
"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."
Earlene Tan�/ CFP
"Ronald provided holistic support for the student dealing with the respective module. All the case studies are beneficial for me to help me to understand module 6 - case study. Thank you for providing such comprehensive services. Highly recommended for anyone to take the module with Ronald as lecturer. "
Goh Shek Hua / Financial Consultant
"Ronald focuses primarily on educating us in tackling the exam with proven techniques. He constantly reminded us that we already know everything in our heads and it's just a matter of how we apply them effectively during the exam with the pressure of time. He taught us strategies that enabled us to swiftly analyze the case study to pick up essential information for the questions later, which he kept drilling us with adequate practice during the 8 sessions with him. I must say the time spent with Ronald and the class is well worth it as you get to practice and learn from your classmates. I am proud to say that I have passed my Module 6 upon my first attempt and Ronald's teaching was of great help in helping me achieve that!"
Lawrence Chow / CFP
"Ronald and his team of lecturers have provided a clear and systematic way of studying and preparing for the exams. The mock exams have been extremely helpful in giving me the confidence to clear the exams in one sitting. In addition, they have sometimes gone beyond the CFP syllabus by providing their own practical experience in practising the concepts, which is useful for young practitioners like us."
Tan Chin Yi / Senior Financial Consultant, AWP
"Ronald has been very committed and helpful in answering the student's questions, all the way till the eve of exam. His clear sharing of concepts, indentifying possible question topics and sharing of exam strategies and tips have been very helpful. His mock exam preparation for students is a key factor in helping the student to be more prepared in actual exam sitting, especially the throwing in of "surprises" during the mock exam."
Tan Chin Yi
Explore Your Next Learning Step
Explore your next learning step with Singapore's CFP® education pioneer.
Ready to Start Your Journey?
Explore your next step with Singapore's CFP® education pioneer