Fellow, Life Management Institute (FLMI)
壽險管理師
Associate, Insurance Regulatory Compliance (AIRC)
準保險監管合規師
Life Office Management Association (LOMA)
美國壽險管理學會
Certificate in Professional Investment and Wealth Management
投資及財富管理專業證書課程
Certified Financial Consultant (CFC)
註冊理財顧問師
The Institute of Financial Consultants (IFC)
美國註冊理財顧問師協會
1，現代理財規劃 (CPD 6 Non-core)
2，道德及法規 (CPD 5 core)
3，現代理財規劃實用財務計算機 (CPD 4 Non-core)
The Hong Kong Council for Accreditation of Academic
and Vocational Qualifications (HKVVAQ)
香港學術及職業資歷評審局
(核準的保險業持續進修學分培訓課程)
Bachelor of Science in Finance
金融學士學位
Master of Science in Finance
金融學碩士學位