About Us
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The Founders of Smart Freesia Consultancy have been in Financial Planning industry for more than 18 years. Smart Freesia Consultancy has always emphasised on educating clients instead of selling. Hence, we decided to set up an academy to educate people on applicable financial planning knowledge and skills. |
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All our trainers are equipped with professional certifications, i.e. CFP, RFP, and CIAM. Most importantly, with our vast experience in financial planning industry, the courses are designed to accentuate practical understanding to facilitate the implementation of theoretical knowledge on real-life cases. Besides, the courses are specifically customised to cater to localised situations to ensure the practicality of our learning contents. |
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Hands-on experiences are invaluable assets that money can’t buy. With our professional certifications and practical experiences, we believe the career opportunities awaiting our trainees are boundless. |
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Our Vision
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To be the preferred career choice
in financial industry.
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Our Mission
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To empower Smart Freesia members
financially and cultivate leadership skills.
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Core Value
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P.E.A.C.E
Passion, Excellence,
Authentic, Care, Execution |
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Our Partner
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