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  • Calvin Yeo { Hi linktalk, I just bought the course materials from Financial Perspectives. Which I took the CFP, only FP was around so I am not sure about the other 2. If ... } – Apr 06, 11:47 PM
  • Calvin Yeo { Hi Vic, for Mapletree GCC, the forecasted yield should be about 7.4%, which is relatively attractive for a retail REIT. It is slightly higher than CapitaRetail China Trust which is ... } – Apr 06, 11:39 PM
  • Calvin Yeo { Hi mee, sure it's been a while since I updated the chart. I will take a look and try to post soon. Thanks! } – Apr 06, 11:30 PM
  • linktalk { Hi Calvin, I am looking to embark on this CFP journey. I understand you did self study route. Which school did you go to? I know there are 3. TMC ... } – Apr 03, 3:43 PM
  • Vic { Hi Calvin What's your take on Mapletree GCC? Good entry point? } – Apr 02, 1:55 PM
  • mee { Hi Calvin, Would you be sharing your Malaysia portfolio? I'm interested with that. Hehehe } – Mar 23, 11:33 PM
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Archive for the ‘Personal Development’ Category

Dr Wealth New Features Net Worth Projection, Stock Tracker, Financial Health Assessment

Dr Wealth has been improved dramatically since when it first started and many new features have been added. They include the financial health assessment, net worth projections and stock investments module.  Financial Health Assessment Screen    Stock Tracker Screen     Net Worth Projection Screen Dr Wealth is an online financial planning platform with a ...

Updates to Dr Wealth Dashboard

Dr Wealth has a newly updated dashboard which reflects information on net worth, financial health and account information. The dashboard serves as a good insight into the user’s current financial planning.   Snapshot of Your Assets, Liabilities and Net Worth Right at the top of the dashboard, you will be able to see your total ...

New Online Financial Planning Platform Project Dr Wealth

Dear all readers, I am going to share with you a very exciting project which I have been working on for the past few months. It is basically a comprehensive online financial planning web platform. Dr Wealth consists of the financial planning tools which we all expect from a good certified financial planner, including insurance, ...

Comments on Financial Advisory Industry Review (FAIR) October 2013

In the latest news, MAS has announced several changes to the financial advisory industry under Financial Advisory Industry Review (FAIR). The aim was to reduce the cost of insurance as well as raise the quality of financial advice. How effective will they be? Firstly, we will look at the announced changes. Among them are 1. ...

Investing For Passive Income Basic Course Singapore 12th October 2013 Saturday

After a long break, Calvary Wealth Consultants is proud to present the upcoming Investing For Passive Income Basic Course in Singapore on 12th October Saturday! As per last few sessions, the seats sell out fast, first come first served!   This is a basic one day course which is suitable for people who have little or ...

Completed Chartered Financial Analyst (CFA) Level 3

As a follow up to the post one year ago, Cleared Chartered Financial Analyst (CFA) Level 2 and Looking Forward to Final Level, I managed to clear CFA Level 3 as well thus completing the CFA! Again I was pretty busy preparing for the exams so you may have noticed that I didn’t post as much ...

Achieved Certified Financial Planner Certification

Following from the previous post Achieved Associate Wealth Planner Certification, I have now successfully completed all 6 modules of the Certified Financial Planner (CFP) Program and now eligible for the CFP mark. The last paper was fully written 3 hours+ paper which tested all the concepts of financial planning. So what does the CFP mark mean? ...

Investing For Passive Income Basic Course Singapore 13th April 2013 Saturday

Calvary Wealth Consultants is proud to present the upcoming Investing For Passive Income Basic Course in Singapore on 13th April Saturday! As per last few sessions, the seats sell out fast, first come first served!   This is a basic one day course which is suitable for people who have little or no knowledge and ...

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