Qualifications

Responsible Investment Specialist IRS (2019)

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Professional Certificate of Spiritual Gerontology PCSG (Johnson Institute, 2017)

Doctor of Ministry DMin (Graduate Theological Foundation, State of Indiana, USA 2015)

Master of Religious Education MRE (Graduate Theological Foundation, State of Indiana, USA
2014)

Exempt Market Products Certificate (2013)

Elder Planning Counselor EPC (2011)

Chartered Life Underwriter CLU (2011)

Branch Manager (2010)

Diploma in Leadership (Carey, BC, Canada 2009)

Investment Management Techniques IMT (2004)

Fellow of Canadian Security Institute FCSI (2003)

Financial Management Advisor FMA (2002)

Specialist of Trust Institute (Trust and Estate planning) STI (2001)

Certified Financial Planner CFP (2000)

Canadian Security Course, Hon and CPH (2003, 1997)

Bachelor of Science BSc (Hon) in Chemistry and Biochemistry, Chinese university of Hong Kong (Hong Kong, 1988)

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