Achievements, contributions and relevant up-dates in the financial planning
industry.
1. Personal Achievements :
Bachelor of Economics, University of Malaya
Diploma in Banking & Finance, IBBM
Certified Financial Planner (CFP), FPAM
Registered Financial Planner and Best RFP Student 2007
Fellow, Life Management Institute (FLMI), LOMA International
Shariah Registered Financial Planner (Shariah RFP), MFPC
2. Contributions:
Promoting and educating the sales force in financial planning by virtue of my current
position as Head of the Agency Training & Development, Great Eastern Life.
Financial planning education through speaking engagement to undergraduates at
Institute of Higher Learning and financial institution.
Active involvement in MFPC for the last 6 years as National Council members.
Active involvement in LIAM Education & Examination Committee and various
working committee to promote financial planning and professionalism among the
agency force in the industry.