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Financial services / Finance / Maybank / Financial adviser / Chartered Financial Analyst / Singapore Exchange / Financial planner / Collective investment scheme / Chartered Institute for Securities & Investment / Financial economics / Professional certification in finance / Investment


Client Proficiency Ass form A4_V2.ai
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Document Date: 2014-10-10 04:41:37

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File Size: 153,35 KB

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Company

00Bank / Maybank Kim Eng Securities Pte. Ltd. / Exchange Traded Funds / /

Country

Singapore / /

Facility

Chartered Institute of Securities / Centre #12-00Bank Suntec Tower Two / /

IndustryTerm

certain investment products / retail customer / investment products / /

Organization

Singapore Centre / Chartered Institute of Securities & Investment / Monetary Authority of Singapore / Name of Company Period of Service / /

Position

Futures Product Knowledge Chartered Alternative Investment Analyst / OFFICIAL / Associate Wealth Planner / CPA / Associate Financial Planner / Financial Risk Manager / Certified Financial Planner / Chartered Financial Analyst / Chartered Financial Consultant / Certified Financial Technician / /

Technology

e-Learning / artificial intelligence / /

SocialTag