專業資格

2010
05.16
副特許財務策劃師
Associate Chartered Financial Practitioner, AChFP
中國註冊理財規劃師
The Chinese Institute of Certified Financial Planners, CICFP
國際認證財務顧問師
Registered Financial Consultant, RFC
國際理財規劃師
International Financial Planner, IFP
國際財務顧問
Financial Advisers International Qualification, FAIQ
退休理財規劃師
Certified Retirement Financial Planner, CRFP
客戶服務師
Associate, Customer Service, ACS
營銷管理專業文憑
Executive Diploma in Agency Management, EDAM
頂級管理發展課程
The Essentials of Management Development, EMD
美國壽險管理學院中級院士
Associate, Life Management Institute, ALMI
香港人壽保險從業員協會終身會員
Life Member, The Life Underwriters Association of Hong Kong
香港人壽保險經理協會會員
Member, General Agents & Managers Association of Hong Kong
香港財務策劃師學會會員
Member, Institute of Financial Planners of Hong Kong
英國特許保險學會會員
Member, The Chartered Insurance Institute
特許營銷經理協會會員
Member, Chartered Agency Managers Association International
英國保誠榮譽培訓導師
Certified Agency Builder, CAB
Bookmark and Share