Bachelor Science (Hons)Certificate in Financial Planning (Cert FP)Diploma in Financial Planning (DipFP)Chartered Financial Consultant (ChFC®)1. Evaluate clients' financial objectives and formulate a sound financial plan to meet the clients’ objectives and conform to ethical standards and practice.2. Use a systematic approach to risk management, insurance and retirement planning.3. Yearly review to access the current status and to rebalance Portfolio.

- Personal Lines: Privilege Motor (High End Cars), Motor Insurance, GolfCare, SeniorCare, HomeCare, FamilyCare, The Traveller, TourCare, MaidCare, Pallas Globalhealth (High End Mediacl), A-Plan (group medical)- Commercial Lines: Foreign Workers’ Bond, WICA Policy, Foreign Workers’ Medical, Fire/Al Risk, Public Liability, Performance Bonds, Contractor’s All Risk, Marine Cargo, Pleasure Crafts Insurance, Jeweler’s Block, Professional Indemnity, Director’s & Officers, Organizer’s Liability, Business Packages for SMEs.