PROFESSIONAL TRAINER TEAM
Mr. Pete Fung
M.A., FLMI, ARA, UND, ACS, ANZIIF Fellowship, CFP®, Cert. NLP Trainer, Cert. NLP Coach Trainer
- Near 20 years of corporate training experience
- Teacher for several Universities School of Continuing Education in Hong Kong, including HKUSPACE 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. 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. Arthur Lam
CFA®, CFP®, Family Mediator
- Over 10 years of experience in the wealth management industry
- Passionate and unique insights into financial training
- Passed the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) exams in one take, familiar with the requirements of financial professional examinations
- Closely analyzes the current financial market conditions to arrange wealth management plans for clients
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
