TRAINERS
KEVIN KOH
CERTIFIED FINANCIAL PLANNER
IBF ADVANCED (LEVEL 3)
WSQ ACLP CERTIFICATION
Kevin is the founder and principal trainer of Level Up Academy.
One of the pioneer batch of Certified Financial Planner (CFP®) in Singapore, Kevin has taught in the CFP Education Certification Programme with Financial Perspectives Pte Ltd, the first approved education provider with the Financial Planning Association of Singapore (FPAS).
With an accountancy degree from NTU and a previous career as an auditor with a Big 4 accounting firm, Kevin has always been detailed and analytical with numbers & planning. His strengths and professional qualifications were put to good use in helping his company to co-develop and train on an innovative financial planning software ( during those days before floppy disks became obsolete :) ).
As an experienced practitioner with a specialisation in retirement planning, Kevin feels that he has much to offer fellow practitioners to level up their knowledge and skills. His 7.Point Retirement Planning Framework, S.U.R.E. Retirement Concepts and the popular CPF Projection Toolkit have proven to be so. And having been in the insurance industry for over two decades, Kevin knows that many fellow financial planning practitioners can do more for themselves and their clients. There is tremendous room for all to level up their knowledge, skills set and competence to harness their true potential in this career.
With the resources curated in this platform, Kevin is certain that financial planning practitioners can discover more ways to elevate their value proposition for their clients and achieve growth in their business.
Kevin has attained the WSQ ACLP certification.
FELIX KIM
CHARTERED FINANCIAL CONSULTANT
CHARTERED LIFE UNDERWRITER
IBF ADVANCED (LEVEL 3)
Felix is a principal trainer of Level Up Academy.
With over 24 years in the financial services industry, Felix has had the privilege of partnering his clients in building up their confidence with their investing experience through the journey of financial security. He has nurtured strangers to clients leading decades of friendship and seeing the families grow.
He breathes and lives by the motto… “You work hard for you and your family’s future sacrificing priceless moments that you missed and can only look back and relish. Therefore, the guiding principle behind everything he does as the trusted Financial Consultant to his clients is and must begin with treating their hard-earned money like his.”
Motivated by his observation that the quality of many people’s financial portfolio is hugely influenced by who they talk to - the Financial Consultant they choose. Therefore, he believes the best intentions from the heart must be paired with up-to-date professional advice for the client. He believes that not taking investment risk is the biggest risk. To support and to achieve one’s financial goals, investing is essential for everyone and certainly an essential component within everyone’s financial portfolio in their journey of wealth accumulation towards financial freedom.
Felix frequently encourages his friends and clients to understand and embrace investment risks and believes that there is fund for everyone in the space of investing in unitised funds. He makes a point that his clients understand the financial plans they took up and takes pride in working with them to choose the right financial solutions to meet their goals.
A familiar name within a leading Life Insurer that he represents, Felix regularly contributes his time and perspectives over the years as a Committee Member through an array of Focus Groups including Product Development since 2005.
Felix is a current Million Dollar Round Table (MDRT) qualifier.
Eric is a principal trainer of Level Up Academy.
A practitioner with more than 25 years of experience, Eric specialises in Financial and Estate Planning for PMET, mass affluent individuals and business owners. He is a MDRT producer and is also an MDRT Ambassador and Mentor for his company.
He is a corporate trainer for financial institutions. He is an associate trainer for ”Top Agent Program” and “Professional Patterns of Excellence” - Kinder Brothers International. He is a moderator for AMTC, Pacesetter and Agency Enhancement Series for Financial Services Manager Association.
He is a also a trainer for Certificate in Financial Needs Analysis and Plan Construction (CFPC) for Singapore College of Insurance. He is a Winner of Financial Planning Awards 2019 – Insurance Open Category, Finalist of 4th Asia Trusted Life Agents and Advisers awards 2019 – Inspirational Agent / Agency Leader of the year.
As a practitioner, Eric is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
As an agency Leader, Eric is a Chartered Insurance Agency Manager (CIAM) and Certified Manager of Financial Advisors (CMFA) awarded by Life Insurance and Market Research Association (LIMRA).