Kids Finance Workshop
📆 Date: TBC in 2022
⏱️ Time: TBC
👩🏫 Language : English
👩🏫 Teacher : Eva Wong
Eva Wong is a holder of Capital Market Services Representative License and Financial Adviser Representative license issued by Securities Commission Malaysia and Bank Negara Malaysia. She is also a certified and licensed Financial Planner. She is an active property, shares and unit trust investors with more than 10 years practical experience in the investment field. She is currently investing in US and Malaysia share market currently.
She practices financial planning and specializing in investment planning at CC Advisory Sdn Bhd, a Malaysian home grown leading financial planning firm that aspire to be the top Malaysian Financial Planning firm.
Eva is a strong believer that through effective financial management, everyone will be able to take charge of his / her life and be able to pursue the life goals and dreams.
She graduated from University of Technology Malaysia with first class degree in Quantity Surveying. She then completed her master degree in the same university. She started her career as cost controller / quantity surveyor in the construction industry which she started to develop strong interest in cost control. She was then able to apply what she learnt from the working experience, i.e. cost control, into personal finance. Subsequently, she studied privately on investments and started her investment journey in properties, stocks and unit trust funds since year 2007.
Her journey in personal financial management and investment have grown her passion and interest over the years in personal finance. This led to her decision to change her career path from construction industry to financial industry. She started her financial career as unit trust advisor and she subsequently obtained the licenses for insurance, will and trust to provide her clients with more comprehensive financial advice. Next, she turned herself to becoming a licensed financial planner, with the aspiration to help more people to achieve financial success in life.
Since she joined the financial industry, she has obtained several awards including Million Ringgit Producer Award and Rising Star Award. She also received two (2) Excellence Awards for Certified Financial Planning courses from Financial Planning Association Malaysia (FPAM) on two Planning Modules: Investment Module and Insurance & Estate Planning Module.
Qualification: Master of Science