Endorsal 
43 verified testimonials
5/5 average rating
Jaylen / ASFB Jan 2020
Senior FC, GEFA
TENG HONG YANG / CFP 58th Intake / March 2020
Financial Service Consultant, AIA Singapore Private Limited
"It was an interesting and enriching module whereby consultants will be equipped with enhanced knowledge to do a detailed and comprehensive planning for clients."
5 years ago
Daniel Gay / CFP 58th Intake / March 2020
Senior Fianancial Services Consultant, Apex Wealth Management, PIAS
"Staffs & Trainers that assisted me were concise, helpful and dedicated. Course materials and learning platform were abundantly available and well prepared. The overall learning experience delivers holistic understanding of the subjects with personal approach assistance. Learnings were very practical and applicable in my financial advisory work of financial..." Read more
5 years ago
Quinn / CFP 58th Intake March 2020
Senior Financial Consultant, finexis advisory
"Ronald is very knowledgeable and his lessons are enjoyable! I would give it 5 stars if all the classes are taught by him!"
5 years ago
Marcus Cai / ASFB March 2020
CFP, Professional Investment Advisory Services
"The 6 weeks of ASFB has been very rewarding and insightful. Learning from a seasoned practitioner is definitely worth paying a premium for, as the intricacies of working with business owners in a localized context is not something you can learn from books. The sessions are entertaining and interactive, and Ronald has provided many cases studies and resources..." Read more
5 years ago
Rachel Tan / CFP / 2020
Senior Financial Services Consultant, Infinitum Financial Advisory
"FP will definitely be the Center I will recommend anyone who is keen to do CFP course. They have very rigorous curriculum and many mock tests papers to get one very well prepared for the exams."
5 years ago
Andy Yeo
Financial Consultant, GEFA
"Insightful and Applicable. Definitely a major value add to business owners with the advice."
5 years ago
Joseph Tan
Director & Co-founder, Elite Legacy Planning Pte Ltd
"Excellent course with full of practical case studies! Ronald is humorous, approachable and able to relate his well-thought training material to real-life application. The course framework provides tremendous value and not only had it helped us to convert more happy clients with bigger case size, but also in a more effective manner. Strongly recommended for..." Read more
5 years ago
Tan Siew Hui / CFP 48th Intake / Nov 2016
"Thankful to Ronald and Irene who are responsive whenever I sent them questions. Especially for Ronald, because of his practical experience, he provided us with practical steps or information. It is very helpful for a new agent like me. I thought such knowledge should be imparted to us before we actually embark on the journey as a new planner/agent."
5 years ago
Jane Tan / ASFB / Dec 2016
"The class discussions, topics and contents are relevant to this modern time of financing planning for the family-owned businesses in Singapore especially the know-how 2nd generation owners who value a knowledgeable consultant rather than a relational consultant but has limited knowledge. This course has given me deep insights on what's happening in the famil..." Read more
5 years ago
Lee Chun Keat / CFP 50th Intake / Aug 2017
"Very effective teaching. The lecturers direct us to what's important to study and helps a lot especially for us who are working as well. I enjoyed every lesson and believe I wouldn't do as well if I don't attend class."
5 years ago
Aaron Graham Tay / ASFB / Dec 2016
"It was a very practical course with many case studies. The trainer Ronald Wong is very experienced and he shares generously about his knowledge. I find much value in this course and I recommend any practitioner who wants to serve the high net worth clients to attend! "
5 years ago
Tan Song Cheng / CFP 50th Intake / Aug 2017
"First and foremost, I wish to comment Financial Perspectives' professionalism & dedication in conducting the entire course. All the lecturers are very competent & experience with their background & profession, with special mention of Ronald Wong & Jimmy Joshua Tan. Ronald Wong commits and delivers to helping his students pass on the first attempt. The CFP..." Read more
5 years ago
Candice Ang / CFP 48th Intake / Nov 2016
"I passed all CFP modules at my first attempt with the guidance of Ronald and Team as well as attempting the well prepared online quiz and mock exam questions numerous times! "
5 years ago
Lawrence Chow / CFP 49th Intake / Apr 2017
"Ronald focuses primarily on educating us in tackling the exam with proven techniques. He constantly reminded us that we already know everything in our heads and it's just a matter of how we apply them effectively during the exam with the pressure of time. He taught us strategies that enabled us to swiftly analyze the case study to pick up essential informati..." Read more
5 years ago
Jean Chai / CFP 50th Intake / Sep 2017
"This is one of the best investments for myself. It opened my eyes to the wide spectrum of financial planning, on top of the vast knowledge gained. Ronald never fails to make the topics interesting, practical and easy to digest. Enjoyed all my classes."
5 years ago
Jeremy Seah / ASFB / Dec 2016
"It was really a great and informative course! Equipped me with the necessary knowledge to engage the prospects, with the actual case study and Ronald sharing with real life ground experience, it helps me to better understand how the information works and how to apply. It is definitely worth much more than the course fees. Looking forward to the gathering ses..." Read more
5 years ago
Guo Yanhua CFP 55 /March 2019
"I wanna say thank Ronald for his dedicated teaching. Many people told me CFP is very not useful in the financial advisory industry, especially when comes to product selling. However, for me, it helped me to conquer my self identifying issue. I am finally able to have confidence to do proper planning for friends & clients. I'm able to link the scattered piece..." Read more
5 years ago
Judith Tay / CFP 50th Intake / Jan 2018
"Ronald is a good lecturer. Ronald provided a very detailed information on this module, the expectation and understanding of this module are good to help me to pass thru this module 6. I managed to pass this module 6 (first attempt) is thru Ronald�s help. He managed our expectation of this exam. The confidence level is there after attending this course...." Read more
5 years ago
Ronald Ryutaro Miura / REAP / Apr 2018
"The certificate of retirement adequacy planning is a must for financial advisers specializing in retirement and investment planning. This certificate program has helped me to understand the comprehensive concepts of retirement planning. I have learned how the asset allocation has worked for our retirement planning and we need to have different types of asset..." Read more
5 years ago
Earlene Tan�/ CFP 54th Intake / Nov 2018
"The courses have been very helpful and informative in understanding the need to do financial planning early such as the importance of planning for retirement and how to go about investing. I find asset allocation very useful in both the retirement and investment modules."
5 years ago
Ang Weiting / CFP 52nd Intake / Mar 2018
"Ronald is a very friendly and capable lecturer who is able to make lessons interesting and materials easy to understand. His experience in the industry also provides many valuable studying method tips and important concepts. He is also available to give guidance outside of lessons. I am glad to say that I managed to pass Module 6 on my first try. Thanks to R..." Read more
5 years ago
Tan Chin Yi / Senior Financial Consultant, AWP, July 2015 /
"Ronald and his team of lecturers have provided a clear and systematic way of studying and preparing for the exams. The mock exams have been extremely helpful in giving me the confidence to clear the exams in one sitting. In addition, they have sometimes gone beyond the CFP syllabus by providing their own practical experience in practising the concepts, which..." Read more
5 years ago
Cheang Sai Kiat / Associate Manager, AWP, July 2015 /
"As the population become more well-informed, consumers become more information hungry and financial literate. In view of this, all consultants and advisors should equip themselves with updated knowledge to be able to do better planning for your clients. Advisors and consultants are strongly encouraged to pursue the title of CFP, to be more qualified and prof..." Read more
5 years ago
Edward Shee / Assistant Vice President, 44th Intake, July 2015 /
"After taking two modules with FP, I find that the curriculum and study materials were arranged nicely and the presentation of the seminars were effective to enable learners like us to tackle the exam questions. The lecturer was also helpful and knowledgable to answer all our questions. Highly recommend FP as the no. 1 choice for CFP exams revision and regist..." Read more
5 years ago
"For those who wants a breakthrough to better engage and value add them business owner client, this is a course for you to attend. You will understand how business owner thinks, challenges they face and how to plan for them with a more systematic process. With your financial skill sets and knowledge on Insurance and Investment you will be able propose solut..." Read more
5 years ago