About The Academy
Mission
To lead the change in the industry by empowering 10,000 agents & advisors who adopt the integrated approach in estate planning; and are well-equipped in their knowledge and skill in advising financial consumers with client-centred quality advice.
Master Trainers
Lee Khee Chuan
Master Trainer
Khee Chuan brings with him his unique-blend of academic background and experiences. He holds a B.A. with double majors in political science and psychology, and double minors in economics and Malay Studies. Since 1992, he has been in personal selling, as well as a company sales trainer, practitioner, lecturer and columnist in estate planning. He is the first financial adviser in Malaysia who advocates and promotes the INTEGRATED approach in estate planning. Hi strength lies in the integrated and practical aspects of estate planning. Many of his CFP students like his practical teaching and training methods in estate planning.
KP Bose Dasan
Master Trainer
Bose is a tax consultant and a financial planning guru, who had pioneered financial planning education in Malaysia.
He graduated from University Malaya in 1975 with Bachelor of Economics, Hons. (Business Administration) and a MBA graduate from Cranfield School of Management, England.
He entered the tax field in 1976 as an Assessment Officer with the Inland Revenue Board Malaysia. Subsequently he became a Tax Consultant and Tax Manager, advising clients on taxation. In 2008, he was also a Lecturer in Taxation in University Malaya.
He is also one of the pioneer financial planners in Malaysia, by obtaining the prestigious Chartered Financial Consultant (ChFC) designation in 1995 from The American College, Bryn Mawr, Pennsylvania, USA.
He was the Manager with Kassim Chan Management Training Sdn Bhd taking charge of Henley MBA program and the Dublin University Master’s in Management program. At the same time, he was also the Academic Chair of The Malaysian Insurance Institute (MII), preparing students for the ChFC Professional designation with The American College, USA.
In 2016, he lectured in Applied Financial Planning in Faculty of Business and Accounting, University Malaya. He alos became the Subject Matter Expert on tax and financial planning with Securities Industry Development Corporation, presenting lectures for SIDC for the award of Continuing Professional Education points.
Bose is also a CFP Professional and has lectured in CFP certification program with PNB Investment Institute and Kasturi College from 2002 to 2018. He is also known for his signature training programs such as Wealth Maximization through Tax Planning, Comprehensive financial planning and portfolio construction, and others.
Bose is well sought after corporate trainer and has trained branch managers and relationship managers for Maybank, CIMB, OCBC, HSBC, East West Bank – Philippines, Asia Pacific Centre for Management Education – Singapore.
More recently, he had conducted the Financial Planning Capstone course for MBA students of Institute of International Management, New Delhi. He was commissioned to author the Tax Manual for Malaysian Financial Planning Council (MFPC) and Financial Association of Malaysia (FPAM).
Bose has authored more than 80 articles on tax, investment and financial planning that have appeared in major magazines, including Personal Money, Smart Investor and The Edge. He is currently focused on financial and tax training and education and is writing his book, “Pathways to financial freedom – navigating the inner and outer reality of Life.”
Dr. Liew Chung Yee
Master Trainer
Dr Liew holding PhD in Economics and Bachelor Degree in Statistics from University Putra Malaysia (UPM).
During his initial career, Dr Liew been involved as quantitative researcher in market research, and as data analyst in gaming & entertainment, and banking industries. During his times with these industries, he was assigned to various areas and tasks of research and analysis operations, from data management and data analysis up to research project leader. His attachment in these industries has gained him valuable experiences and techniques in SAS software – SAS Enterprise Guide, SAS Enterprise Miner and SAS Base.
Dr Liew was an Economics Lecturer in UTAR Perak Campus where he has taught Economics, International Trade and Quantitative Technique. He does researches focus on Finance, FinTech, Blockchain and Big Data / Data Analytics. He also obtained PSMB (HRDF) Certified Trainer and Certified SAS Predictive Modeler.
Dr Liew assuming the role of Principal in Cardinal Capital in 2018. His main task is to lead and manage the blockchain and digital assets related projects that developed by and outsourced to Cardinal Capital. He also manages Cardinal Capital’s day-to-day operation and investment cycle from financial, legal, due diligence and terms negotiation to post-acquisition portfolio monitoring.
Dr Liew currently is the Chief Information Officer (CIO) for Gowise Holdings Sdn Bhd, a technology start-up offering one-stop digitization solution including marketplace, referral system, business intermediary services and IoT solutions. He is also the Secretary General for Malaysian Institute of Estate Planners (MIEP) and an Advisor for Economics Curriculum of United Chinese School Committees’ Association of Malaysia (Dong Zong).