Saturday, July 7, 2012

The Credential.

CHEW Hock Beng 周福明
B.Eng, CLU, ChFC, CFPCM, RFC®, CBC, ACBC, LUTCf, FSS, Dip.SCI(Life), Dip.SCI(General), ANZIFF(Assoc) CIP, FIFP(S'pore), MDRT 2005, 2006, 2007

Optmize Assets for clientele. the 7CAPITAL Concept. Adopt DOME in financial planning management. The w.e.f. impact on Finanical Enlightenment. CBFC value-approach. SABO implementation. TVM. iFAce programming.

Chew Hock Beng (周福明) is a financial practitioner with 14 years of experience in the financial services and insurance industry. He has entered the financial services industry while obtaining his Bachelor of Engineering at Nanyang Technological University of Singapore and has since received numerous accolades and achievements in the industry.

While building up his practice, he also keep up with his profession. To date, he is a Chartered Financial Consultant®, Chartered Life Underwriter® and Certified Financial Planner®. He is also a fellow with Life Underwriter Training Council and Financial Services Specialist. 

Besides his numerous financial qualifications, he is also a Certified Behavioral Consultant and has attained the certification of Advanced Certified Behavioral Coach. With managing behaviour finance in mind, he has adopt an effective coaching system to manage his client’s expectation towards their money management.

As an avid believer in the area of financial literacy, he serves in the Committee of Education and Training of Insurance Financial Practitioner Association of Singapore. 

He has contributed articles at iFast Insight and company wealth journal. He has spoken in various corporations and societies; and spoke on radio Breakfast Club 93.8 Live on Supplemental Retirement Scheme (SRS) & fee-based financial planning model. He is also a trainer in his current company to conduct Financial Consultant Program for new consultants. Recently, he has taught Chartered Financial Consultant (ChFC/s) modules, risk management & practical applications with financial calculator. 
Being passionate with numbers, he has designed, formulated and conceptualized the "7CAPITAL" financial planning spread sheet applications. 
Currently, he is an Associate Director with a leading private and independent financial advisory firm in Singapore.  And his roles include coaching his team of financial consultants as well as conducting talks and training.
He believes in adopting the balanced approach, holding the financial touch together with his client, to move away from the path of financial darkness to achieve the financial enlightenment. He inspired to keep things simple and ensure to deliver sound and effective advice from someone who cares.

Sunday, July 1, 2012


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