Kevin Koh Cfp Email & Phone Number | Graduated with a Bachelor of Accountancy from the Nanyang Technological University of Singapore, Kevin first started off his career as an auditor with Ernst and Young. Since joining Prudential Singapore more than two decades ago, Kevin has always been passionate in providing financial advice to individuals, families and businesses in the areas of risk management, wealth accumulation, retirement planning, legacy planning and business insurance. 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 accounting background and a previous career as an auditor, 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 specialization in retirement planning, Kevin’s 7.Point Retirement Planning Framework, S.U.R.E. Retirement Plan and the popular CPF Projection Toolkit have helped many practitioners and their clients in their retirement planning journey. Combining his technical expertise with his entrepreneurial spirit and penchant for teaching others, Kevin founded Level Up Academy Pte Ltd. Level Up Academy is a Financial Training Provider that aims to elevate the competence and professionalism of financial planning practitioners with programmes and workshops to broaden and deepen specific skills and knowledge in the Financial Services Sector. Kevin currently leads a team of Financial Consultants and is a trainer with WSQ ACLP certification.

Kevin Koh Cfp

Graduated with a Bachelor of Accountancy from the Nanyang Technological University of Singapore, Kev...
Singapore, Singapore, Singapore

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Kevin Koh Cfp ’s Email kevin.koh@prudential.com.sg

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Kevin Koh Cfp ’s Location Singapore, Singapore, Singapore

Kevin Koh Cfp ’s Current Industry Prudential Assurance

Kevin Koh Cfp ’s Prior Industry Ernst And Young

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Work Experience

Prudential Assurance

Financial Services Director 财务服务总监

1993-08-01 00:00:00 - Present

Ernst And Young

Auditor

1992-06-01 00:00:00 - 1993-08-01 00:00:00

Skills

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FAQ About Kevin Koh Cfp

Kevin Koh Cfp is located at
Singapore, Singapore, Singapore

Kevin Koh Cfp is a Graduated with a Bachelor of Accountancy from the Nanyang Technological University of Singapore, Kevin first started off his career as an auditor with Ernst and Young. Since joining Prudential Singapore more than two decades ago, Kevin has always been passionate in providing financial advice to individuals, families and businesses in the areas of risk management, wealth accumulation, retirement planning, legacy planning and business insurance. 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 accounting background and a previous career as an auditor, 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 specialization in retirement planning, Kevin’s 7.Point Retirement Planning Framework, S.U.R.E. Retirement Plan and the popular CPF Projection Toolkit have helped many practitioners and their clients in their retirement planning journey. Combining his technical expertise with his entrepreneurial spirit and penchant for teaching others, Kevin founded Level Up Academy Pte Ltd. Level Up Academy is a Financial Training Provider that aims to elevate the competence and professionalism of financial planning practitioners with programmes and workshops to broaden and deepen specific skills and knowledge in the Financial Services Sector. Kevin currently leads a team of Financial Consultants and is a trainer with WSQ ACLP certification.