(NP) How to Achieve Financial Independence

Synopsis

Most people aspire to achieve financial independence before they reach retirement. With the increased cost of living and constant temptations for instant gratification, this may seem like an unattainable goal.

Course Outline 

  • Create a Financial Road Map
  • Personal Financial Statement
  • Using Financial Ratios to determine current financial status
  • Delay Gratification – Power of Compound Interest
  • Case Study

Level: Basic to Intermediate

Who should attend: Investment, Financial professionals, traders, Financial students , non – finance professionals

Trainer Profile

Darren is currently a Financial Services Manager, holding dual licenses as a Trading Represenatative and Financial Adviser Representative with one of Singapore’s largest privately owned financial advisory company with a global presence that offers a comprehensive suite of financial products and services to retail, corporate and institutional clients.

He is a (CFP) CERTIFIED FINANCIAL PLANNERTM Professional and (ChFC) Chartered Financial Consultant® which are international recognised service marks and is a symbol of the highest level of professionalism for financial advisory professionals who have demonstrated technical competency and knowledge in various areas of wealth management such as risk management, wealth accumulation, tax planning, retirement planning, estate planning, combined with significant practical experience in the advanced financial planning needs of individuals, professionals and small business owners.

He is also an Associate Estate Planning Practitioner, Ordinary Member of Financial Planning Association of Singapore (FPAS) and Associate Member of the Insurance and Financial Practioners Association of Singapore (IFPAS).

Darren graduated from NTU with a Second Upper Honours degree in Mechanical Engineering. Besides that, he also acquired a degree in Chinese Language and Culture, and a Graduate Diploma in Financial Management to further pursue his interest. He then made a career switch from the engineering field to join the financial services industry in 2005 and he specialises in performing Comprehensive Financial Planning, Wealth Management and Investment Planning. In his maiden year of joining this industry, he achieved the Top 10 advisers award. Other awards that he had attained includes the Chairman’s Roundtable and Phillip Elite.

He now allocates a portion of his time to speak at corporations and companies, which includes Keppel Corp, ST Electionics, UMC, SAFRA, Creative, and Pacific International Lines. In addition, he has been appointed as a trainer in a quality training institution providing value-added and high quality programs to financial professionals.

 

Patric Sum is currently a leading Financial Services Manager who serve his clients by commendable performance and the highest standards of ethics, knowledge, service and productivity with one of largest Singapore’s privately owned financial advisory company that has a global presence that offers a comprehensive suite of financial products and services to retail, corporate and institutional clients.

He is a (CFP) CERTIFIED FINANCIAL PLANNERTM Professional and (ChFC) Chartered Financial Consultant®. He is also an Associate Estate Planning Practitioner, Ordinary Member of Financial Planning Association of Singapore (FPAS) and Associate Member of the Insurance and Financial Practitioners Association of Singapore (IFPAS).

Patric began the financial advisory industry in 2004 and driven by his talents, determination and perseverance, he constantly strive to be the best he can be. Over the years, he has developed a personal mantra that is to provide the best professional and strategic advice for his clients. With this passion, dedication and desire for helping people achieve financial success, he since helped more than 300 individuals/ families addressing their financial concerns and setting strategies in achieving their financial goals/ objective/ dreams.

He allocates a portion of his time as speaking at corporations and companies namely SAFRA, SGH, ST Microelectronics, CGG as well as the company-in-house public seminars. His awards include Most Valuable Associate, Achiever’s Award, Chairman’s Roundtable and Phillip Elite.

He attribute his current success to all his previous mentors who have inspire, impacted and imparted their valuable knowledge and life experiences to him. With this gratitude, he now coached and mentored a team of financial advisory consultant. He is also a trainer in a quality training institution providing value-added and high quality programs to financial professionals.

 

Jason Tan is currently a Financial Services Manager with one of largest Singapore’s privately owned financial advisory company that has a global presence that offers a comprehensive suite of financial products and services to retail, corporate and institutional clients.

He is a CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant® (ChFC), which are internationally recognised service mark and is a symbol of the highest level of professionalism for financial advisory professional who have demonstrated technical competency and knowledge in various areas of wealth management such as risk management, wealth accumulation, tax planning, retirement planning, estate planning, combined with significant practical experience in the advanced financial planning needs of individuals, professionals, small business owners.

On top of all these, he is also an Associate Estate Planning Practitioner (AEPP), Committee Member (Education Board) of Financial Planning Association of Singapore (FPAS), Associate Member of the Insurance and Financial Practitioners Association of Singapore (IFPAS), Member of the Million Dollar Round Table (MDRT) for 2007 and 2008, Chairman’s Round Table Qualifier, Phillip Elite Qualifer and Member of MENSA Singapore.

Jason began his financial advisory career in 2002 with an Insurance Company. However, after 3 years of being able to represent just one company, he feel that he is not providing the best to his clients. In 2005, he decided to join an Independent Financial Financial Advisory Firm, so that he would be able to provide a wider range of products and services to his clients. Having achieved numerous awards and recognitions in his career, his purpose now is to reach out to even more people that he come across and to make a difference in theirs and their loved ones’ future.

He attribute his success to his previous mentors and his current team, who have inspire, impacted and imparted their valuable knowledge and life experiences to him. More importantly is the support from his lovely wife and 3 children. He is also a trainer in a quality training institution providing value-added and high quality programs to financial professionals.

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