About Us

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.
 
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.
 
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.
 
About Us
 
Our Mission
 
 

Our Vision

To be the preferred career choice
in financial industry.
 
  Our Mission
 
 

Our Mission

To empower Smart Freesia members
financially and cultivate leadership skills.
 
  Core Value
 
 

Core Value

P.E.A.C.E
Passion, Excellence,
Authentic, Care, Execution
 
 

Our Partner

IFPA
 
Chris  
Chris Ton 01/ 03
 
I am a finance major and I have always wanted to specialize in financial planning. I came across Smart Freesia’s online advertisement by chance and after obtaining more details I enrolled myself in their program, and that was the best decision I ever made. Smart Freesia has greatly assisted me in attaining my CFP certification by making things easier with their dedicated teaching and guidance. Thanks to Smart Freesia to give a wonderful opportunity. 
Kaylyn  
Kaylyn Eng 02/ 03
 
When I decided to change my career path from engineering to the financial industry, I was introduced to Smart Freesia by a friend of mine. I signed up for their financial planning courses and further pursued my CFP certification. I was exposed to a broad range of practical financial planning knowledge which is not only applicable to my new career but also to my own life. Now I am entering my 4th year in my financial career, and thanks to Smart Freesia I am able to excel even when I used to be in a very different industry.
Heng Leng  
Lee Heng Leng 03/ 03
 
As a practicing scientist in the field of research, I was unfamiliar but at the same time intrigued by financial planning information. I gained a theoretical and practical understanding of financial planning through Smart Freesia and it significantly helped me in developing and managing my own financial goals and plans. With very practical teaching techniques, I am able to pick up relevant knowledge without much difficulty.