I am a qualified CFA and passed all three levels in my first attempt, after doing MPA with major in Finance and received two Gold Medals. I have taken multiple training course of Financial Modeling in Excel.
My areas of expertise are financial modelling, financial analysis and develop equity research reports. I have analysed multiple publicly traded companies. I have taken many training courses of Financial Modelling in Excel. Specifically focusing on share price valuation in excel, scenario analysis, and sensitivity analysis. I have worked to develop financial software; its objective was to perform financial analysis of a company through ratio analysis.
I have offered my services as a Lecturer and taught CFA Level I, II and III candidates at SKANS School of Accountancy for two years. I have achieved 100% pass rate for my CFA students. Currently I am conducting CFA classes online.
I have worked as a financial service analyst for an asset management firm based in Hong Kong, aiming to develop a financial management portal. I was managing the personal financial planning and insurance policies in Hong Kong. I have written many articles on personal financial management, retirement planning, taxation planning and insurance policies including life, medical, travel and auto insurance.
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