PROFESSIONAL TRAINER TEAM
Mr. Pete Fung
M.A., FLMI, ARA, UND, ACS, ANZIIF Fellowship, CFP®, Cert. NLP Trainer, Cert. Coach Trainer
- Near 20 years of corporate training experience
- Teacher for several Universities School of Continuing Education in Hong Kong, including HKU SPACE and HKBU
- Outstanding Teaching Performance Award of Institute of Financial Consultants in 2019
- Solid experience in corporate training and has provided talent development programs for many well-known organizations.
- Expertise in corporate training project planning, design, development and delivery.
Mr. Kenny Mak
CFA®, MSc (Investment Mgt.), FChFP, FLMI, ACS
- Over 20 years of experience in the financial services industry
The Hong Kong Polytechnic University IfE Guest Lecturer
- Worked as a senior training manager in Asia Pacific for a multinational bank
- Trained in 10 different cities in Asia Pacific
- Distinguished Trainer Award from the Hong Kong Management Association in 2007
Mr. Desmond Lai
CFP®, CFMP, ACAMS, BBA(Account)
- Author of best-selling financial books "有升有息", "低息時代創富學" and
"環球簡升ETF". - Interviewed by TVB, Oriental Daily News, Ming Pao, HK01,RTHK Mandarin Channel, Economic Digest, Sing Tao Kids, and Hong Kong International Business Channel on financial topics.
- Contributes regular columns to StockViva, Wealthub,Gohome.com.hk, and 591 Real Estate.
- Worked as a relationship manager at banks for over ten years,excelling in assisting high-end clients with financial planning and needs, and is well-loved by clients.
- Provides professional wealth management andcompliance courses for multiple financial institutions and insurance companies
in Hong Kong.
Mr. Arthur Lam
LLM(Corporate and Financial Law, HKU), CFA®, CFP®, Family Mediator
- Over ten years of experience in wealth management, with a deep understanding of industry development and ecosystem
- Authored and taught courses on wealth management, estate planning, and financial regulations for educational institutions; some of the courses have been rated among the best relevant offerings at the institution
- Possesses unique insights into Graphology (handwriting analysis); currently studying to become a Certified Graphologist and sharing how strokes can reveal individuals’ ability and personality
- Teaches professional wealth management and compliance courses at various educational institutions and financial institutions, with a thorough understanding of ethical standards and regulations for financial intermediaries
Mr. Joshua N.H.Lau
Registered Psychologist, GCDF, MSc (Counselling), MSc (Psychology), CFP®
- Lecturer in Universities & Registered Psychologist (HKPS)
- Hong Kong Psychological Society Full Member
- Msc in Counselling, City University of Hong Kong
- Msc in Work & Organizational Psychology, Lingnan University (Distinction)
- Msc in Psychology, Shue Yan University
- Global Career Development Facilitator (GCDF)
- Emotion Focused Therapy EFT Certification (Level A)
- Mindfulness-Based Cognitive Therapy (MBCT) Certificate
- Mental Health First Aid (MHFA) program instructor
- Supporting Students with Dyslexia - Practitioner Certificate
- Certificate in Six Bricks Workshop Design (Level 1 & 2)
- Certified Financial Planner CFP®
- Over the past 20 years, actively engaged in frontline, training, recruitment, and talent management roles at various internationally renowned insurance companies
- For many years, served different numbers of NGOs, providing counseling, career and life planning activities, assisting hundreds of working professionals and high school students in finding their life value and direction
Mr. Isaac Wong
MPhil, Cert. Master NLP, Cert. Coach, Certificate in Life Coaching, Certificate in MBTI, Certificate in Business Communication and Eloquent Skills, Certificate in CS Attitude & Skills
- Nearly 20 years of experience in the training industry — deeply rooted in insurance and finance training, covering course design, teaching, supervision, and performance evaluation, with solid practical experience.
- Head of Training at top international insurance companies — previously held leadership roles in leading global insurance firms, spearheading training strategy development and team operations, with in-depth understanding of long-term strategic planning and operations in financial sector training.
- Founder of an elite recruitment team — created an “Elite Recruitment Squad” that, within just four months, doubled recruitment outcomes compared to peers, demonstrating outstanding recruitment and leadership skills.
- Distinguished Trainer Award from the Hong Kong Management Association in 2019.
- Comprehensive qualifications in soft skills and psychology — holds multiple professional certifications, including NLP Master Practitioner, Certified Transformative Coach, MBTI, life coaching, and business communication. Solid theoretical foundation combined with practical application.
Mr. Anthony Lui
ANZIIF (Snr Asso), FLMI, FFSI, ACS, AIAA, AIRC, ARA, AAII, FHKRFP, RFP, AFA, CRP
- Over 30 years of experience in the insurance industry
- Worked as the head of the training department of several insurance companies and also served as a training instructor
- Worked at the HKU SPACE as a financial planning course Lecturer
- Set up a Study Club to promote Financial Planning Industry exchanges
- Financial planning professionals in the United States, Hong Kong and China, are very familiar with the legal system of insurance contracts in mainland China and Hong Kong common law
Mr. Simon Fan
MBA, BBA, CFP®, FLMI
- International Investment Advisory Certificate, London Securities Institute
- Certified DISC Behavioral Consultant, The Institute for Motivational Living
- Life Underwriter Training Council Fellow (LUTCF), LUAHK
Mr. Edmond Chui
CFP®, ANZIIF (Snr Asso), Edu. Dip (PDGE), MBS, B.Com
- Hold a Post Graduate Diploma in Education (PGDE) with a unique passion for education and training
- 17 years of front-line practical experience in customer welfare and retirement planning
- Accredited financial planner, familiar with arranging financial planning solutions for clients
Mr. Raymond Yeung
- Trainer of Neurolinguistic Programming (NLP), NFNLP
- Certified NLP Master Practitioner, American Board of NLP
- Certified Trainer of Neuro-Linguistic Programming (NLP), Global NLP Professional Association
- Professional Basic Coaching Certificate, Professional Coaching & Training Institute
- Basic Hypnotherapy Certificate, International NLP Professional Institute
- Diploma in Applied Psychology, International NLP Professional Institute
- The Coaching Clinic Training Program Certificate, Corporate Coach U
- Performance Excellence Model (National Quality Management Award) Approval Performance Appraiser
- China Association For Quality, Hong Kong Productivity Council
Mr. D. Au
- AFP®
- NLP Certified Trainer, International NLP Federation
- Certificate of NLP Trainer in Business Coaching
- Certified Behavioural Consultant, The Institute for Motivational Living, Inc.
- MBTI® Step I and Step II Certification, CPP Asia Pacific
- Distinguished Trainer Award from the Hong Kong Management Association in 2017
