World Financial Planning Day: Interview with Ms Wenxian Yeo, Head of Retail Customer Segment, DBS

@Money Playschool is proud to be the media partner of the 6th Annual World Financial Planning Day and CFP® Conferment Ceremony 2022 in Singapore, organised by the Financial Planning Association Of Singapore (FPAS).

Founding Editor Benjamin Ang sat down for an interview with Ms Wenxian Yeo, Head of Retail Customer Segment, DBS.

DBS is an awardee of the Centre of Excellence AFP® Certification AWARD 2022.

– What drives DBS to encourage AFP certification for its Wealth Planning Managers?
– What are DBS’s initiatives to raise professionalism in the industry?
– Will financial advisers continue to play a key role moving forward?
– What is one piece of advice that she has for consumers on financial planning?

🚨 Not to be taken as professional advice as everyone’s situation is different. Please seek advice from licensed professionals for any help and guidance you may need.

Video credit: FPAS
Learn more about FPAS here: https://fpas.org.sg/

#financialplanning #CFP #financialliteracy

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