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 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 holding a senior appointment in a Division Headquarter

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

CFP® 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.

Chan Kim Heng

CFP® Trainer

  • Certified Financial Planner™
  • Fellow Chartered Financial Practitioner
  • Associate Estate Planning Practitioner (AEPP®)
  • Advanced Certificate in Training and Assessment (ACTA)
  • MOE Register Trainer
  • People’s Association Trainer
  • Professional Diploma in Leadership & People Management
  • Professional Diploma in Service Leadership
  • Certified Enneagram Practitioner

Professional Expertise

  • Working with individuals for their protection an retirement since 1998
  • Helping families to achieve their objectives of wealth accumulation, preservation and distribution
  • Clientele includes business owners and PMETs

Industry and Community Contributions

  • Appointed lecturer for the prestigious CFP® programme
  • Conduct training for new advisors.
  • Design financial literacy programs for the sales team
  • Conduct Train-The-Trainer session for new trainers
  • Conduct programs on financial literacy, creative and innovation to primary, secondary and students from IHL.

Awards

  • Wealth Accumulator (Bronze, 2004)
  • Million Dollar Round Table (2004)
  • International Sales Convention (2004)

Ethan Lin

Human Intelligence System 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.

Wong Kwek Yong

CFP® Trainer

  • Chartered Financial Analyst (CFA) Charter
  • Chartered Alternative Investment Analyst (CAIA) Charter
  • Chartered Financial Consultant (ChFC/S) Charter
  • Chartered Life Underwriter (CLU/S) Charter
  • Certified Financial Planner™
  • Capital Markets and Financial Advisory Services (Singapore)
  • Bachelor of Science in Business

Professional Expertise

  • Regular speaker as Director of Wealth Management at addressing the firm during the bi-monthly Business Meeting.
  • Part of the curriculum team that trains new entrants during their Adviser Development Program in both Investment, Insurance products and Financial Planning.
  • Developed financial planning worksheet that supplements the firm’s current financial needs analysis to allow modular/ comprehensive financial planning in: Personal Financial Statements, Cashflow, Financial Ratios, Credit Management, Asset Allocation, Insurance Planning, Education Planning, Retirement Planning, Tax Planning and Estate Planning.
  • Professional expertise in insurance comparison tables in order to facilitate advisers with a bird-eye view of comparable products and the unique selling proposition of each to facilitate advisers’ marketing effort and onboarding of new product providers to ensure that they are financially and structurally sound.
  • Conduct both internal and external training with product providers and in-house training to grow the expertise and knowledge of advisers.

Academic Qualifications

  • Graduated with Bachelor of Science in Business

Industry and Community Contributions

  • Appointed lecturer for the prestigious CFP® programme
  • Contributed 2 articles to The Edge magazine on CPFIS investment and Investment advisory.
  • IPFAS - Tuesday Times Regular article contributor
  • IFPAS - Conducted IFPAS Technical Workshop on “Investment during Coid-19 Period” to more than 400 Financial advisors and tied agents during the pandemic

Awards

  • Best Corporate Banking Services (Payroll and Cash Management) in Myanmar 2014 and Best Customer Services Bank in Myanmar 2014 awarded by Global Banking and Finance Review.
  • Top Onshore Relationship Manager June 2012 – OCBC Premier Banking

Lawrence Chow

CFP® Trainer

  • Certified Financial Planner™
  • IBF Advanced
  • Associate Estate Planning Practitioner (AEPP®)
  • Bachelor of Business Management with with Distinction (Double major in Finance and Marketing)

Professional Expertise

  • Practises comprehensive financial planning, including retirement and estate planning
  • Serve individual and corporate clients directly by offering services and advisory in areas like financial planning, estate planning and corporate business insurance solutions

Academic Qualifications

  • Graduated with Bachelor of Business Management with Cum Laude (i.e. with Distinction)
  • Double major in Finance and Marketing

Awards

  • Top Aviva Life Insurance Product Producer in Singapore - 5th place (2016)
  • Achieved finexis Elite Gold Consultant qualification (Top 10% out of approximately 500 consultants in production) in Year 2013, 2016
  • Include COT and MDRT

Industry and Community Contributions

  • Appointed lecturer for the prestigious CFP® programme
  • Volunteered in IFPAS MediShield Life Public Consultation Project (2016)
  • Featured in “Voices That Matter” promotional publication by finexis that feature top consultants

Joanne Lai

Trainer

Joanne started her own financial planning since she was 14 years old and represented her schools for Mathematical Olympiad competitions and won Silver medal for many Mathematical competitions partnering with NUS.

With more than 15 years of experience in financial planning in IPP financial advisors. She specialises in comprehensive financial planning and won numerous prestigious awards including consistently one of the top 10 financial advisers in IPP. Her loyal clientele demonstrates the trust and success built and preserved through committed service. She is distinguished as being in the Top 1% of Financial Advisors WorldWide by the Million Dollar Round Table.

  • Certified Financial Planner™
  • IBF Advance (IBFA) Level 2
  • Certificate in Advising Small Businesses
  • MultiGen Wealth Legacy Planning and Family Office
  • Certified Probate Consultant with CT Law Corporation
  • Associate Estate Planning Practitioner (AEPP®)
  • Professional Estate Planner
  • Singapore Accredited Mortgage Planner (SAMP)
  • Associate Reit Investments Adviser (ARIA)
  • Advanced Certificate in Training and Assessment (ACTA)
  • Blockchain Technologies Business Innovation and Application (MIT)
  • Bachelor of Statistics and Financial Mathematical

Professional Expertise

  • Certified financial advisor specialising in estate planning and will-writing
  • Help business owners set up trusts and British Virgin Island (BVI) companies for tax saving purposes
  • Advise on retirement funding for your Golden Years
  • Manages and mentors a group of financial advisors within the group
  • Conduct talks to educate Professionals, Executives, High Net Worth Individuals, Business Owners, Doctors, Lawyers and expectant parents to use benefits given by the government and their personal finances

Academic Qualifications

  • Bachelor of Statistics and Financial Mathematical

Awards

  • Platinum Award Winner for International Dragon Awards
  • IDAFPAS Top 10 Financial Planner Awards 2018
  • IPP President of Chairman Round Table since 2019
  • Top 1% of world's Financial Advisors in 2018, 2019, 2020 - TOT
  • More than 13 years of Financial Planning experience at IPP Financial Advisers

Industry and Community Contributions

  • Appointed lecturer for the prestigious CFP® programme
  • Volunteered in The Straits Time School Pocket Money Find to teach underprivileged youths on financial management
  • Asian Accredited Financial Counsellor and Financial Educator, to help people out of debt in Singapore and Vietnam, creating opportunities for financial wellness
  • Invited to speak on local television, Channel 5 “Common Cents” on retirement planning and build one own’s very own Private ATM
  • Set up ACTS Fund in Vietnam, Hue funded using her dividend and rental income for the underprivileged people.

Vincent Chong

CFP® Trainer

With a Master's in Finance and a Bachelor's in Mechanical Engineering, Vincent brings over 18 years of industry experience in comprehensive financial planning. He holds certifications such as ACLP and WSQ Advanced, showcasing his dedication to maintaining training excellence. Aspiring to leverage his financial advisory expertise in educational settings, Vincent aims to utilize his adept rapport-building skills and engaging presentation abilities to make a meaningful impact.

Training Philosophy

    Vincent prioritises aiding learners in grasping topics thoroughly, tailoring his approach to effectively bridge the gap between classroom instruction and understanding. He employs a range of adult learning principles in his teaching, transforming abstract concepts into vivid, engaging experiences, thus ensuring a tangible and immersive learning journey.

Training Experience

  • Delivered monthly Investment Training sessions for Financial Professionals since 2010, showcasing insights and expertise in investment matters.
  • Managed bi-monthly intensive training sessions for a cohort of financial professionals since 2017, encompassing comprehensive topics in financial planning, accompanied by in-depth discussions and case studies.
  • Led multiple company-wide training sessions on Investment Topics since 2017, ensuring widespread knowledge dissemination within the organisation

Academic Qualifications

  • Masters In Finance
  • Bachelors In Mechanical Engineering

Professional Expertise

  • 2021 – Jan 2024: Financial Advisor, Avallis Financial
    Provided personalized financial solutions to clients, specializing in personal and family insurance planning as well as mid to long-term investment options such as unit trusts. Committed to professional development, pursued Certified Financial Planner (CFP) certification to enhance skills and expertise in the field.
  • 2019 – 2020: Business Development Manager, Think Artha Asia
    Focused on developing and maintaining five major client accounts for the ASEAN region, with a dedicated effort towards building and nurturing partner relationships. Additionally, responsibilities included successfully negotiating and closing new business deals
  • 2010 – 2018: Financial Advisor, Avallis Financial
    Delivered tailored financial solutions to clients, specializing in personal and family insurance planning, mid to long-term investment options like unit trusts, and also corporate insurance packages. Created new marketing angle and presentation for legacy planning targeting middle upper income. Educated clients via quarterly investment updates through in person seminars. Extensive use of Prezi along with Powerpoint presentations to deliver content

Ivy Ruth Tan

Trainer

Ivy Ruth is a multi awards, million-dollar round table member in the Financial Services Industry. Throughout her career, Ruth has played a pivotal role in establishing, managing, and training financial consultants, teams and financial planning for individuals and corporate clients spanning a wide array of industries.

  • Associate Wealth Planner (AWP)
  • Associate Estate Planning Practitioner (AEPP)

Professional Expertise

  • Joined Prudential in July 2003
  • Achieved a remarkable ranking in the top 10 in the company in the year 2004 and 2005
  • Promoted to the role of manager in year 2006, and implemented comprehensive training programs focusing on product knowledge, communication skills, and effective question techniques for on-boarding agents or agents less than 3 years
  • Transitioned from a management role to a dedicated agent in year 2007
  • In year 2011 to 2012, provide training for teens in schools with delivered financial literacy program
  • From year 2016 to 2019, promoted to Agency Leader, with provided coaching and training to team members, focusing on skill development and sales strategies
  • In year 2019 to 2020, played a key role in developing and implementing training programs for Prudential agents, to enhance their sales skills and product knowledge
  • In year 2020 and 2021, as a trainer and coacher to train for junior agents in Willy Tan Organisation

Academic Qualifications

  • Nanyang Technological University of Singapore with an Honours Degree in Materials Engineering

Awards

  • Court Of Table (COT) 2023
  • Million Dollar Round Table (MDRT) 2022, 2021
  • Premier (BRONZE) 2023, 2022, 2021, 2016
  • IDA Bronze Dragon Award 2023

Industry and Community Contributions

  • Founder for SGwoman100 (2021 to Present)
  • Founder for SGbefriender (2021 to Present)
  • Founder for SGhawkerfoodies (2021 to Present)

Ling Hue Chye

CFP® Trainer

Professional Expertise

  • Feb 2010 – Current: IPP Financial Advisers, Associate Director
  • Dec 2004 – Jan 2010: IPP Financial Advisers, Financial Consultant
  • Oct 2001 – Aug 2004: Tan Tock Seng Hospital, Human Resource Executive
  • Aug 1999 – Oct 2001: Alexandra Hospital, IMH & CGH, Physiotherapist

Training Experience

  • 2010: CFP Lecturer (CFP Modules 1,2, 4 & 5)

Academic Qualifications

  • Sep 1996 – Jul 1999: University of Manchester Bachelor of Science (Honours)
  • Jul 2003 – Jan 2004: Singapore Human Resources Institute, Professional Certificate in Compensation & Benefits Management
  • Sep 2004 – Nov 2004: Singapore College of Insurance, M5, M8, M9, HI
  • Apr 2005 – Oct 2005: Completed Modules 1 – 6, CFP®
  • Dec 2006 – Jun 2008: Completed Levels 1 – 3, CFA
  • Jan 2008 – 2018: CFP® Certification
  • Feb 2009 – current: CFA® Designation
  • Oct 2022: Certificate in Community Law, Temasek Polytechnic
  • 27 Sep 2023: CFP® Certification

Awards

  • 2005 – 2009: IPPFA Chairman’s Round Table, Qualifying Member
  • 2017 – 2022: IPPFA Chairman’s Round Table, Qualifying Member
  • 2023: Special Award, 10 Chairman Round Table Award

Industry and Community Contributions

  • Apr 2008: Financial Planning Association of Singapore (FPAS) Editorial Team Member for a few years
  • Aug 2009 - 2011: Abstractor, CFA Digest