Meet Our Trainers

Our trainers are highly skilled trainers, qualified & experienced finance professionals, with years of lecturing expertise highly rated by programme participants who have attended their training. Equipped with good knowledge of local markets, its development & growth over the years and industry regulations, they provide training tailored to your needs and help you develop & build your professionalism, skills and expertise.

You always have a dedicated & trusted trainer at hand!

CHUA KIM PENG

Principal Trainer / Consultant

  • CERTIFIED FINANCIAL PLANNER™
  • CHARTERED FINANCIAL CONSULTANT®
  • CERTIFIED KASHGROWTH PROFESSIONAL™
  • FELLOW CHARTERED FINANCIAL PRACTITIONER
  • ASSOCIATE ESTATE PLANNING PRACTITIONER
  • ADVANCED CERTIFICATE IN TRAINING AND ASSESSMENT (ACTA)
  • PROFESSIONAL ESTATE PLANNER
  • BACHELOR OF BUSINESS (BANKING & FINANCE)

Professional Expertise

  • Specializes in personal finance since 2001 and speaks regularly in various seminars island-wide
  • Clientele includes High Net-Worth Individuals, Business Owners, Successful Professionals, and Senior Executives
  • Professional Expertise involves all areas of personal financial services including Wealth Accumulation and Retirement Planning, Wealth Management & Investment Planning, Wealth Distribution and Estate Planning, Wealth Protection & Risk Management Planning, Business Continuity & Succession Planning
  • Corporate Services like Enhanced Staff Welfare, Talent Retention Strategies, and Customized Wealth Planning for Top Management Staff

Academic Qualifications

  • Graduated with a Bachelor of Business (Banking & Finance) and achieved 100% distinctions

Leadership Profile

  • Presently holding a Senior Lieutenant Colonel (NS) rank in the Army
  • Awarded Sword of Honour and Best in Knowledge in Officer Cadet School, SAF
  • Formation NSMen of the Year in 2006 and 2009
  • Best NS Unit Award 5 times from 2007 – 2009 and again in 2013 – 2014
  • Distinguished Graduate Award from Goh Keng Swee Command and Staff College in 2008
  • Currently serving as a Brigade 2nd-in-Command in an Operationally-Ready NS Brigade

Industry and Community Contribution

  • Appointed Lecturer for in the prestigious CFP® and ChFC® courses
  • ACTA Certified Trainer
  • Founder / Principal Trainer / Managing Director of Finerty Academy Pte Ltd
  • Developed The Journey of WEALTH Model – A Holistic Framework for Managing Wealth
  • Developed YOUR KASHGROWTH – A Competency Framework for Leaders & Professionals
  • Currently serving in various non-profit organizations and involved in several community projects locally and overseas.

JOHN SIM

Trainer

  • ADVANCED CERTIFICATE IN TRAINING AND ASSESSMENT (ACTA)
  • SOCIETY OF TRUST AND ESTATE PRACTITIONERS (STEP)
  • CERTIFICATE FOR FINANCIAL SERVICES
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • ASSOCIATE ESTATE PLANNING PRACTITIONER (AEPPTM)
  • MASTERS OF SCIENCE, COMPUTER SCIENCE AND INFORMATION SYSTEMS

John Sim is a passionate believer that education is the key to achieving success in life. He acts out this belief through Eduvantage Pte Ltd, a social enterprise he founded in 2011 that conducts complimentary seminars in the areas of wealth optimization, healthy living and relationship building.

Experience

After graduating with an Honors (2nd Upper) degree in Computer Science and Information Systems from the National University of Singapore, he stayed onto teach in NUS for 2 years while concurrently earning his Master of Science degree. At the height of the dotcom boom, he co-founded Advanced Network Technology Laboratories (ANTlabs) with a few classmates. After cycling through various technical, sales, operations, product and management roles, he and the co-founders brought the company from a start-up, through 2 rounds of VC funding and an MBO to become a stable, profitable company with an annual turnover of a few million dollars. ANTlabs is currently the Asia Pacific market leader in Internet Access Gateways and counts many regional telcos and international hotel brands as its customers. Since 2013, he has followed his passion for financial planning and embarked in a new direction by starting his financial advisory business with IPP Financial Advisers Pte Ltd (IPPFA), the largest independently owned financial advisory firm in Singapore. He also lectures at Rockwills Institute in the area of estate planning and various education providers for the CFP® certification. Through Eduvatange and IPPFA, he aims to help improve the lives of people, with a focus on families with members who have special needs. John is also husband to a wonderful wife and father of 2 energetic boys.

ETHAN LIN YIHAN

Trainer

  • BBM, BAcc, Cum Laude, Singapore Management University
  • Certified MBTI© Practitioner
  • Certified ACTA by Workforce Development Agency
  • Founder of www.personality-central.com, with over 100,000 unique monthly visitors
  • Clients include prominent firms like DBS, Citibank, AIA, Prudential and AXA.
  • Featured in Asian Entrepreneur, 8 Days, Lianhe Wanbao, I-Weekly and Gold 90.5 FM and 93.8 FM Live

Ethan Lin is a dynamic speaker, author and trainer of 8 years’s experience on sales and leadership. He is a certidied MBTI© Practioner, trained and accredited by CPP Asia Pacific Pte Ltd.

He also has obtained WSQ Advanced Certificate in Training and Assessment (ACTA) by the Institute of Adult Learning, which is certified and endorsed by the Singapore Workforce Skills Qualifications (WSQ), a national credential system.

Ethan runs team-building, sales training and leadership development workshops and coaching for sales and management teams. His signature program, People Mastery for Sales, has been well-received at companies like DBS, Citibank, AIA, AXA and more. He designed the People Mastery System to help sales professionals accelerate their learning curve and achieve success faster and more effectively