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Bervyn Chang, CFA

Bervyn Chang, CFA

Account Coordinator

Followers of Bervyn Chang, CFA152 followers
location of Bervyn Chang, CFASingapore

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  • Timeline

  • About me

    Trading Representative at Phillip Securities Pte Ltd

  • Education

    • Kaplan Higher Education Academy

      2023 - 2023
      CFA Level 2 Preparatory Programme Finance, General

      Course Syllabus: - Quantitative Methods- Financial Statement Analysis- Portfolio Management- Corporate Issuers- Equity Investments- Fixed Income- Derivatives- Economics- Alternative Investments- Ethical and Professional Standards

    • Kaplan Higher Education Academy

      2022 - 2022
      CFA Level 1 Preparatory Programme Finance, General

      Course Syllabus: - Quantitative Methods- Financial Statement Analysis- Portfolio Management- Corporate Issuers- Equity Investments- Fixed Income- Derivatives- Economics- Alternative Investments- Ethical and Professional Standards

    • RMIT University

      2018 - 2019
      Bachelor's degree with Distinction Accounting Cumulative GPA: 3.30 / 4.00

      Bachelor of Business(Accountancy):Graduated in June 2019, with Distinction, focusing in Accountancy with additional Modules in Finance.Course accreditationThe Bachelor of Business (Accountancy) is accredited by CPA Australia, Chartered Accountants Australia and New Zealand (CAANZ) and the Singapore Accountancy Commission.

    • Nanyang Polytechnic

      2013 - 2015
      Diploma Marketing

  • Experience

    • Shipco Transport

      Aug 2019 - Sept 2019
      Account Coordinator

      1. Bank Reconciliation2. Account Payable Coordination3. Inter-Company Communications

    • Phillip Securities Pte Ltd

      Aug 2020 - now
      Assistant Equities Dealer

  • Licenses & Certifications

    • Introduction to Wholesale Bonds

      PhillipCapital
      Oct 2023

    • Capital Markets and Financial Advisory Services (CMFAS) - CMFAS Module 6

      IBFSG - The Institute of Banking & Finance Singapore
      Jul 2019

    • IBF Qualified Level 1 - IBFQ

      IBFSG - The Institute of Banking & Finance Singapore
      Aug 2022

    • Capital Markets and Financial Advisory Services (CMFAS) - CMFAS Module 6A

      IBFSG - The Institute of Banking & Finance Singapore
      Jul 2020

    • Rules and Regulations for Financial Advisory Services - Module 5

      Singapore College Of Insurance
      Aug 2020

    • Capital Markets and Financial Advisory Services (CMFAS) - CMFAS Module 1A

      IBFSG - The Institute of Banking & Finance Singapore
      Aug 2020