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About Us

Our principal trainers have extensive wealth advisory knowledge and experience. They are sought after for their unique perspectives in this area of training.

Benjamin Goh (CFA holder) is currently a Senior Lecturer at the Singapore Institute of Technology, Singapore’s fifth autonomous university. While waiting (impatiently) to start on his PhD, Ben teaches a variety of finance courses specialising in business valuation, derivatives and investment analysis.

Before joining SIT, Ben was the Market Strategist for CIMB Research where he provided analysis and insight on market moving events, the global macroeconomic environment, assets allocation and individual securities. Ben had been interviewed on Channel News Asia’s First Look Asia, Business Times and provided market commentary on 938 Live every week Monday to Thursday. Prior to that role, Ben was a fund manager with CIMB’s Discretionary Investment Unit.

In his previous lives, Ben has held a number of diverse roles in JPMorgan, Credit Suisse, Deloitte Consulting and Hewlett Packard.

An adjunct instructor with CFA Singapore, Ben’s speciality is equity analysis, portfolio management and economics. Ben has also been a trainer for the Institute of Banking and Finance, Singapore Exchange and was an adjunct professor for Singapore University of Social Sciences, Nanyang Polytechnic, Murdoch University and Singapore Management University. Ben sits on the CFA Society of Singapore’s University Outreach and IBF Standards Review Committees and the Singapore Exchange’s Advisory Committee for IBF Standards. Benjamin received his Masters in Finance from the ICMA Centre, United Kingdom, in 2002 and became a Chartered Financial Analyst in 2001

 

Percy Chong is an engaging speaker who is extremely passionate about the Wealth Advisory Service Industry.

Drawing from more than 19 years of actual sales, sales management and training experience, he brings practicality to selling and financial planning to enrich the practitioner’s lives.

A professional trainer and CFP, Percy is no stranger to applying the sensibility of “high touch” to complement the often complex and confusing technical concepts, to make even the lay person appreciate the value of Financial Planning.

Percy’s training experience has seen him developing New Representatives, from their infancy stage of joining, to coaching them arriving at their professionally recognized designation of the industry (CFP, CHFC); and finally supporting them at achieving their career pinnacle of building a successful Team/Agency.

He has held various training and service quality position in established Insurance Company and Licensed FA.

Expertise & Services Provided
Percy specializes in the area of sales, sales management, agency development, leadership and financial planning training; he also conducts motivation sessions to rejuvenate the “weary” sales force. He is also experience and available for public speaking engagement on all subjects relating to his core competency.

He has been coaching since 2007 and specializes in Solution Focus coaching.

Mr. Joseph Tan was a financial practitioner for the past 25 years. His roles spanned from client advisory to management support for product selection and solutions for HNIs.

The range of financial institutions he worked for include securities brokerage, banks, and insurance companies. The exposure to the various types of financial companies has given him a unique perspective on managing his clients’ assets, and subsequently in his role as a trainer.

He is currently a full-time financial trainer and is sought after for his extensive subject matter expertise, spanning from CMFAS to wealth management modules (Singapore University of Social Sciences). His lectures are often peppered with interesting anecdotes and practical experience from his lifelong advisory experience.

He also spoke on investment topics for SGX as well as BURSA.

Joseph has an MSc(Financial Planning) and is CFP qualified.

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