Master of Management, BSc in Business & Management Studies, CLU, ChFC, Certificate in Law (Estate Planning)
Course Conducting: ChFC01, ChFC02, ChFC03
Allen has been a technical trainer in Estate Planning & Wealth Management since 2009. He has been lecturing and giving talks on various financial market topics such as Group Benefits, CFMAS Module 8A, 9 and 9A, Insurance Management Associate Program (IMAP), Financial Statement Analysis, Wealth Protection & Transfer Planning for SCI and conducts weekly technical training for an agency group. He has also been interviewed in Mandarin for My Paper in 2011 on investment strategies for dealing with bear market. He has written "The Three Dimensions of Estate Planning" practice notes.