What are the qualifications Wilfred Ling has?

Last Updated on 23, October 2021

Professionally, Wilfred Ling is a Chartered Financial Consultant^® (ChFC^®) and a CFA Charterholder.

The ChFC^® designation originates from The American College established in USA since 1927 as an accredited, non-profit education institution providing graduate and professional education. The ChFC^® is a designation for Financial Planning Professionals who are:

• Educated – Completed a comprehensive curriculum of 8 subjects namely in

1. Fundamentals of Financial Planning and investments
2. Risk Management, Insurance and Retirement Planning
3. Tax, estate Planning and Legal Aspects of Financial Planning
4. Investment Planning
5. Plan Construction, Practice Standards and Ethics
6. Planning for Business Owners and Professionals
7. Wealth Management and Financial Planning
8. Financial Planning Applications

• Qualified – Passed a serious of examinations (consisting of cumulatively 21 hours), assessments and attended compulsory tutorials.
• Experienced – Have met specific experience consisting of at least 3 years of full-time relevant business experience in financial services and related industries.
• Ethical – Maintained ethical standards prescribed by The American College Code of Ethics consisting of The Professional Pledge & The Eight Canons.
• Knowledgeable - By earning re-certification every two years thereby ensuring  informed on the latest developments in financial services. ChFC^® holders are required to complete a minimum 30 hours of Continuing Professional Development (CPD) credits every 2 years.

Wilfred Ling earned his CFA charter in 2011. See this link for more information on the CFA Charterholder designation: Why Choose a Charterholder?

As a financial adviser representative, Wilfred Ling passed the following examinations:

1. Capital Markets and Financial Advisory Services Examination – Rules and Regulations for Financial Advisory Services
2. Capital Markets and Financial Advisory Services Examination – Collective Investment Schemes
3. Capital Markets and Financial Advisory Services Examination – Life Insurance and Invesment-linked Policies
4. Certificate in Heath Insurance (Singapore College of Insurance)

Prior to working in the financial service sector, he worked as a Research & Development (R&D) Engineer for 10 years. He graduated in 1996 with a Bachelor in Electrical Engineering in Second Upper Honors from the National University of Singapore.

Like this article? Subscribe to my newsletter below for more.

Get regular Tips on Financial Planning. Free subscription for 3 years. Covers all aspect of financial planning such as 'How much salary you should have?', 'How to avoid insurance that is not suitable?", 'What are the retirement planning methods?", etc

Name:

Email: