BB in Banking & Finance, ChFC, CFP, FChFP, AEPP & Professional Estate Planner
Course Conducting: ChFC02, ChFC07
Kim Peng specializes in personal finance since 2001 and speaks regularly at wealth management seminars and financial literacy workshops island-wide on various financial topics through various platforms island-wide. He leads a team of wealth advisor coaching, mentoring and motivating the team to achieve their maximum potential. He is also responsible for developing corporate business opportunities through various initiatives including investment seminars, financial planning workshops, wealth management clinics, corporate Websites and various promotional events. He has developed a comprehensive competency framework for financial advisors such as The KASH Growth ™model and wealth management framework for consumers and the 3-Dollar Concept™ & The Cashflow Independence™ Framework™.