How to Be a Financial Consultant in Singapore

Discover the steps to becoming a financial consultant in Singapore with Leo Tan Financial. Learn about certifications, skills, and why it’s a rewarding career.
How Long Do I Need to Study for the CMFAS Exams as a Financial Consultant?

Are you aiming to pass the CMFAS exams and build a career as a financial consultant? Learn the best study strategies and tips from Leo Tan.
From Zero to Hero: Your First Year as a Financial Consultant

Learn how to build strong relationships, set goals, and handle the hurdles of your first year as a financial consultant in the industry for long-term success.
Considering a Mid-Career Switch to Be a Financial Consultant? Here Are 5 Things You Must Know

Uncover the 5 critical things to know before becoming a financial consultant. Learn how Leo Tan Financial can support your transition.
Career Path of a Financial Advisor: A Comprehensive Guide to Success

Discover the complete path to becoming a successful financial advisor, including qualifications, skills, and career progression tips for young professionals.
Can You Be a Financial Consultant While Studying or Working Another Job?

Get started as a financial consultant while working or studying. Learn about challenges, benefits, and how Leo Tan Financial can help.
9 Essential Skills You Need as a Financial Consultant

Master the skills that matter in financial consulting. Leo Tan Financial breaks down what it takes to guide clients to financial success.
5 Qualities of a Successful Financial Consultant
Explore the five core traits of a successful financial consultant and why they matter when choosing a guide for your financial future.
Top 10 Facts Everyone Should Know About Certified Financial Planners (CFPs)

Certified Financial Planner is an exclusive designation awarded by the Certified Financial Planner Board of Standards (CFP Board), reserved for those financial professionals. They have met stringent requirements that validate their competence in financial planning. What Is CFP Certification? CFP Board grants the CFP certification under its Code of Ethics and Professional Responsibility (Code). Thich […]
The Best Investing Tips From Warren Buffett’s

Source Warren Buffett is one of the most established names in the stock trade, his achievements are well documented, and he is a multi-billionaire. Now, if you’re like us, you might be wondering how one becomes a multi-billionaire. Let us know from the man himself as we get Warren Buffet’s tips on investing. Investing is […]