Achieve Exam Success with Proper Preparation

Dr. Janet Liu, CFA

Trainer

Dr. Janet Liu, CFA is a highly experienced professional with 17 years of expertise in the financial industry, specializing in Global Markets, Wealth Management, and FinTech. She has a proven track record in driving successful business strategies, spearheading wealth management initiatives, leading digital transformations, and overseeing cross-border/offshore operations.

Beginning her career at Deloitte as a consultant, Janet transitioned to Global Markets Sales before joining Citi. During her tenure at Citi, she held various key roles within the wealth management business across prominent locations such as Hong Kong, China, Singapore, and the APAC/EMEA Regional Office. Additionally, she made significant contributions to the Regional Retail Bank Strategy. Notably, she established two innovative WealthTech solutions. Her most recent position was as the Investment Head at OCBC.

Janet has a strong background as an internal trainer for new employees in the banking industry, imparting her knowledge and expertise to develop talent within the organization. She also served as an associate faculty member for the Singapore University of Social Sciences Finance-Master Program. Her educational background includes a BSc (Hon) in Applied Physics (Management Science; minor in Mathematics) and an MSc in Economics from the Hong Kong University of Science and Technology. She furthered her academic journey and attained a Doctor of Business Administration from the Singapore University of Social Sciences. She also holds the designations of Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered FinTech Professional.

Dr. Liu’s unique blend of practical experience in the financial industry, academic achievements, and teaching background equips her with the skills necessary to effectively teach and prepare aspiring professionals for the CFA exam. Her deep understanding of global markets, wealth management, and FinTech, coupled with her ability to drive successful business strategies, makes her an invaluable resource for students seeking to excel in their CFA Level I preparation.

Yeap Lay Huay

Senior Lecturer
Singapore Institute of Technology

Yeap Lay Huay has more than 15 years of industry experience across management and financial accounting, and auditing roles largely in the banking industry. She has worked in PricewaterhouseCoopers, DBS Bank and Barclays Group. ​

In her last corporate role as Finance Vice President in Barclays Wealth AMEA (Asia, Middle East and Africa Offshore), she headed the Business Planning & Analysis team to support business in the financial performance reporting, strategic planning and budgeting. She was one of the key members of the Finance work-stream to support the successful completion of the sale of Singapore and Hong Kong booking centers. ​

Lay Huay is currently working as Senior Lecturer at the Singapore Institute of Technology, Singapore’s fifth autonomous university. She teaches various financial accounting modules in the Accountancy undergraduate degree program. She is one of the recipients of the Singapore Institute of Technology Teaching Excellence Award for two consecutive years, Academic Years 2018-19 and 2019-20. As part of her teaching experience, Lay Huay was an adjunct lecturer at Singapore University of Social Sciences, Nanyang Polytechnic and Temasek Polytechnic.​

Lay Huay graduated with Master of Accountancy (by research) from Nanyang Technological University. She is a Chartered Accountant of Singapore, Chartered Global Management Accountant and Chartered Management Accountant.​

Li Bingqiao (Lena), CFA

Lecturer
Singapore Institute of Technology

LI Bingqiao (Lena), CFA graduated from Singapore Management University (SMU) in 2015 with the degree of PhD in Business (Finance). She currently works as a Lecturer in the Accountancy undergraduate degree program at Singapore Institute of Technology (SIT), Singapore’s fifth autonomous university. Her main research interests lie in the area of Corporate Finance and Corporate Governance.​

Before joining SIT, Lena was an adjunct lecturer at Curtin University, Singapore campus. As part of her teaching experience, she teaches and develops various modules including Foundations of Finance, Managerial Finance, Business Valuation and Analysis, Introductory Economics, etc. She has also been involved as teaching assistant in various master programs during her PhD training in SMU.

Phoebe Gao

Lecturer
Singapore Institute of Technology

Phoebe Gao is a lecturer at Singapore Institute of Technology. She taught classes in Statistics/Quantitative Analysis, Investment and Risk Analysis, and Derivatives. She graduated with a PhD in Business (Finance) from Singapore Management University and M.Phil and B.Sc in Risk Management Science with a minor in Mathematics from the Chinese University of Hong Kong.​

Her research interests include asset pricing, risk management, alternative data, and machine learning. Her current research covers information flow between equity market and options market, the evolution of exchange traded funds, investor behaviors and analyst forecast sentiment under policy changes. With her knowledge on alternative data and other newer machine learning methods, she focuses on non-linearity models and conducts workshops in advanced research methods.​

Phoebe also provides consultancy in reviewing derivative contracts valuation with auditors and quantitative trading strategies with portfolio managers. Phoebe is a reviewer for European Financial Management. ​

Audrey Wee En Yong, CFA

Associate Lecturer
SUSS

Audrey Wee En Yong, CFA graduated with a Masters in Applied Finance from Singapore Management University in January 2008 and is also a recipient of the prestigious UOB Group Scholarship Award. She also earned the internationally accredited CFA® designation as an investment and credit analyst with several privately held multi-national companies, which marks her as an investment professional.

Audrey has been an associate lecturer with SUSS (formerly UniSIM) since 2009 and is also an associate lecturer with other private education institutions and financial education providers. As a lecturer, Audrey has a track record of positive student feedbacks spanning well over 13 years. Her portfolio of modules taught includes Financial Statement Analysis, Financial Modelling, Financial Accounting, Financial Management, Corporate Finance, Financial Instruments, Institutions and Markets, Financial Analysis for Managers, Portfolio Management, Tax and Estate Planning, Valuation and Securities Analysis, Asset Pricing, Retirement Planning and Financial Plan Construction.

Allen Cheong, CFA

Corporate Advisory, Trainer
Associate Lecturer, SUSS

Allen Cheong, CFA a former investment banker, has over two decades of corporate finance and investment experience across geographies, sectors and cycles, and worked in market-leading financial institutions such as DBS Bank, OCBC Bank and Daiwa Capital Markets. A veteran finance professional with an established track record in fund raisings, IPOs and M&As, Allen provides advisory and training services to corporates, financial and educational institutions. He is currently a trainer for CFA Singapore and an adjunct faculty for Singapore University of Social Sciences. He has participated as panel judge for finance competitions such as CFA Institute Research Challenge and Singapore University Ethics Challenge.

Allen graduated with MBA from Chicago Booth School of Business, and is a Chartered Financial Analyst, Chartered Alternative Investment Analyst and Chartered Valuer and Appraiser. He recently completed the CFA Certificate in ESG Investing. Allen applies his lifelong passion for learning, training and mentoring to the financial industry. Outside of work, he is an active volunteer serving as Chairman to a grassroot organisation and a mentor to finance professionals and undergraduate students.

Phuah Keng Keat, CFA

Equity analyst
Kamet Capital

Phuah Keng Keat, CFA, FRM is currently an equity analyst working for a multi-family office – Kamet Capital based in Singapore. He mainly covered stocks in technology, banking, healthcare and consumer staple sectors. Prior to that, he was a sell side analyst in Voyage Research Pte Ltd, covering small and mid-cap companies listed in Singapore.

Keng Keat received a Master of Science of Risk and Investment Management from EDHEC Business School in 2013 and is a Chartered Financial Analyst (CFA) charterholder since 2012. He is also a Financial Risk Manager (FRM) holder since 2010.

Kok Kah Fai, CFA, CIPM

Head of APAC
BCA and Ned Davis Research

Kok Kah Fai, CFA CIPM, is Head of APAC for BCA and Ned Davis Research, both industry leading independent investment research/solutions providers within Delinian. These research insights drives many of the investment management and asset allocation decisions across traditional asset managers, alternatives, wealth managers, banks and asset owners.

His prior experience included building out the Asia/APAC businesses for Rimes Technologies (a market leader in investment/ESG data management), RiskMetrics (ex-JP Morgan Risk Analytics now part of MSCI) as well as Bloomberg Portfolio Analytics (PORT). His subject matter expertise includes investment analysis, portfolio construction/backtesting and portfolio credit/market risk methodologies (CreditMetrics/RiskMetrics), including historical/predictive stress testing. He is also certified in performance attribution analysis including methodologies for equities, fixed income and balanced portfolio, as well as GIPS requirements. Kah Fai also delivers foundational financial literacy training via Credit Counselling Singapore and AIDHA.

Kah Fai graduated summa cum laude in Mechanical Engineering & Aerospace Engineering, with a Certificate in Engineering Management Science, from Princeton University. He is also a Member of Phi Beta Kappa, Tau Beta Pi and Sigma Xi Honor Societies. His professional certifications include the CFA® designation, Professional Risk Manager (PRM) and Certificate in Performance Measurement (CIPM).