• PROFESSIONAL TRAINERS TEAM

    Mr. Pete Fung

    M.A., FLMI, ARA, UND, ACS, ANZIIF Fellowship, CFP®, Cert. NLP Trainer, Cert. Coach Trainer

    Chief Executive Officer and Program Director, Agile Elite Training

    • Over 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

    Chief Senior Consultant, Agile Elite Training

    • 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)

    Strategic Partner of Agile Elite Training

    • 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

    Associate Program Director, Agile Elite Training

    • 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

    Ms. Selina Kam

    M.A.(ACS-Finance and Economics), MSc, CFP®, CEP®, Cert. NLP Trainer, Cert. MBTI® Step I and Step II, DISC, Hogan assessment

    Senior Consultant for Finance and Human Resources Programs, Agile Elite Training

    • Over 30 years of experience in talent training and development in financial services and various industries.
    • Currently provides leadership and management, sustainable development, financial planning, and retirement planning training and consulting services for different organizations in Mainland China, overseas, and Hong Kong (including finance, insurance, public institutions, charitable groups, etc.).
    • Former Human Resources Director of a listed company, responsible for global talent strategy, talent development, and succession planning
    • Previously headed Talent Development and Training Department of a listed company.
    • Worked at a multinational bank responsible for Asia-Pacific high-potential and future leader training.
    • Formerly worked at a multinational bank, responsible for Asia-Pacific high-potential talent and future leadership training.
    • Original author of HSBC's financial planning (wealth planning) training program, responsible for training all regional senior managers, over one hundred financial planning managers, and more than two hundred relationship managers. Led investment-related training across Asia-Pacific, designed preparatory and mock exam classes for Hong Kong securities and investment licensing exams, and was invited as a compliance training instructor.
    • Hong Kong Management Association 2007 Distinguished Trainer Award.
    • Invited by the Hong Kong General Chamber of Commerce and the Federation of Hong Kong Industries to give public speeches on topics such as talent introduction, talent development, and succession planning.
    • Invited by the Hong Kong Productivity Council to provide training on strategic thinking.
    • Invited by the Hong Kong Retail Management Association to provide training on emergency planning and crisis management.
    • Invited by the Hong Kong Institute of Human Resource Management to provide online trainer training, performance management, crisis management, and change management training.
    • Has taught and served as a guest lecturer at various university continuing education schools.
    • Has been interviewed by media such as HK Economic Times and SCMP.

    Mr. Stephen Chan

    CFP®, CPA, EMBA

    Senior Consultant for Global Taxation, Accounting, and Finance Programs, Agile Elite Training

    • Certified Public Accountant (CPA) with over 30 years of senior management experience in multinational corporations
    • CPA registered in Hong Kong, Canada, the United Kingdom, and the United States
    • Certified Financial Planner (CFP®)
    • Member of the Hong Kong Institute of Human Resource Management and the Human Resources Professionals Association of Canada
    • Bachelor of Economics, University of London; Executive MBA, City University of Hong Kong
    • Formerly held senior positions at PwC, Scotiabank, and Swissair Group
    • Founded a consultancy firm providing corporate finance, corporate governance, and directors training services to listed companies (including HSBC and Sino Group), the Hong Kong SAR Government, and NGOs
    • Taught accounting, finance, and taxation courses at universities in Hong Kong, Mainland China, and the United Kingdom
    • Also teaches ESG investment and CFP® certification programs
    • Provides professional development courses for the insurance industry (AIA, Prudential, Manulife, AXA), specializing in accounting and global taxation
    • Currently serves as President of the Association of Hong Kong Accountants (AHKA), Committee Member of the International Tax Committee of The Taxation Institute of Hong Kong (TIHK), and Director of the Institute of Financial Planners of Hong Kong (IFPHK).
    • Actively engaged in volunteer service, promoting professional development and contributing to society

    Mr. Mitchell Lau

    Cert. PMP, AWS Cloud Practitioner, Cert. NLP Trainer, Cert. NLP Coach, Cert. Hypnotherapist (NGH)

    Senior Consultant for FinTech and Mind-Body-Spirit Wellness Programs, Agile Elite Training

    • Brings years of proven experience as an enterprise IT Project Manager and Consultant, successfully leading large-scale technology initiatives
    • Delivers professional training in Artificial Intelligence (AI) and Financial Technology (FinTech), equipping organizations with future-ready capabilities
    • Specializes in blending advanced technologies with soft skills training to create impactful, results-driven learning experiences
    • Renowned for an engaging, practical, and easy-to-understand teaching style that empowers financial sales professionals and teams to apply the latest technologies for business growth and operational excellence

    Mr. Joshua N.H.Lau

    Registered Psychologist, GCDF, MSc (Counselling), MSc (Psychology), CFP®

    Senior Consultant for Psychology and Financial Business Psychology Programs, Agile Elite Training

    • 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. Alex Yiu

    CPsychol. (Counsel. & Occup.) & AFBPsS; Reg. Psychol. (Counsel. & I/O) & AFHKPsS; Cert. Clin. & Complex Trauma Prof.; Cert. Beh. & Career Consult.; Certified Instruct. & Hypno.

    Senior Consultant for Counselling and Organizational Psychology Programs, Agile Elite Training

    • A practicing counselling & organizational psychologist in Hong Kong, with extensive clinical and consulting experience
    • Over ten years of consulting experience in corporate training, career planning, occupational health, employee relations and mental health
    • Currently serve as a Consultant Psychologist in the corporate sector while engaging in part-time lecturing and supervisory roles within university settings in providing individualized psychological services
    • Chartered Psychologist (Counselling & Occupational) and Associate Fellow, British Psychological Society
    • Registered Psychologist (Counselling & Industrial-Organizational) and Associate Fellow, Hong Kong Psychological Society
    • Certified Instructor and Hypnotherapist, National Guild of Hypnotists US and Professional Board of Hypnotherapy Canada
    • Certified Clinical and Complex Trauma Professional, International Association of Trauma Professionals US
    • Certified Pre- & Post-Marital Test Administrator and Counsellor, Prepare/Enrich US
    • Accredited Mental Health First-Aid (Standard & Online) instructor, Mental Health Association of Hong Kong
    • Service available in Cantonese, English and Japanese

    Mr. Anthony Lui

    ANZIIF (Snr Asso), FLMI, FFSI, ACS, AIAA, AIRC, ARA, AAII, FHKRFP, RFP, AFA, CRP

    Senior Consultant for Financial Planning Programs, Agile Elite Training

    • 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

    Senior Consultant for Banking, Finance, and Asset Management Programs, Agile Elite Training

    • 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

    Senior Consultant for Retirement Planning and Employee Benefits Programs, Agile Elite Training

    • 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

    Senior Consultant for Mind-Body-Spirit Soft Wellness Soft Skills Programs, Agile Elite Training

    • 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®, Cert. NLP Trainer, Cert. Behavioural Consultant, Cert. MBTI Step I and II

    Senior Consultant for Banking and Insurance Programs, Agile Elite Training

    • 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
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