Mr.Frederick Ang Wei Keong
HRDF, CFP and BBA(Hons) MMU
Frederick is a CERTIFIED FINANCIAL PLANNER® practitioner and has been managing the wealth of high net-worth clients for almost 10 years spanning from investment planning, estate planning, protection planning, and retirement planning to other aspects of financial planning. Widely praised for his talent and passion in education and sales, he has since embarked on the journey of financial education and financial sales performance training. He is currently an all-rounded instructor for all modules under CERTIFIED FINANCIAL PLANNER® certification program too. With the belief that everybody can achieve a better life with higher financial literacy, Frederick’s current life mission is to improve the standard of financial professionals in the market and to make financial literacy as accessible as possible to public
Credentials
- Bachelor of Management (Hons.)
- CERTIFIED FINANCIAL PLANNER® Certification
- Train the Trainer Certification License
- PCEIA A&B&C (Life Insurance & General Insurance)
- CEILLI (Investment-Linked Insurance)
- TBE (Takaful Life and General Insurance)
- CUTE (Unit Trusts)
- CRPE (Private Retirement Scheme)
- Securities Commission Licensing Examination: Module 6 (Securities)
- Securities Commission Licensing Exanimation: Module 7(Securities)
- RHB Trustee estate planner
Experience
- Insurance agent
- Relationship manager in banks
- Sales manager in bank
- Deputy priority banking centre manager
- CERTIFIED FINANCIAL PLANNER® practitioner
- CERTIFIED FINANCIAL PLANNER® Certification instructor – all 4 modules
- Investor Protection Professional Certification (IPPC) – instructor
- Financial education coach & trainer
