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Jermaine Cai Yiwei AEPP® CFP®

License : CYX300042735
IPP Financial Advisers Pte Ltd

About

ermaine is a Senior Financial Adviser working in IPP Financial Advisers. She is one of the qualified Certified Financial Planner in Singapore. She is a trusted financial adviser providing sound and impartial advice to individual in their personal financial planning and business owners in their business needs. Her clientele includes Singaporeans, PRs, mainland China and expatriates working in Singapore. Her team also actively engages in education financial talks with HR team to help working professionals in making sound financial decision.

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Advice Areas

Insurance Estate Planning Financial Planning
Client Minimum Assets : No Preference

Fees

Commission

Fee

Qualifications

Designations

Certified Financial Planner (CFP®)

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States. In Singapore, the CFP designation is licensed by the Financial Planning Association of Singapore (FPAS). To receive the CFP designation, financial planners must undertake courses and pass exams for financial, tax, retirement, estate, investment, and retirement planning.

Associate Estate Planning Practitioner (AEPP®)

Holders of the Associate Estate Planning Practitioner (AEPP®) designation are familiar with the tools of estate planning - wills, trusts, powers of attorney, offshore companies, and business succession. In addition, AEPPs must complete case studies on legacy planning, inheritance, dynastic succession, and wealth missions and regeneration.

Education

Bachelor’s Degree

National University of Singapore