Yixun Khoo (AEPP®, COT)

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Singapore

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Timeline
About me
Director at Ascendance Wealth Management
Education
- Anglo-Chinese Junior College
  2015 - 2016
  88.75 Rank Points
  Activities and Societies: Class Representative Biannual School Carnival: Food Overall-In-Charge: Delegated and oversaw the conceptualising of ideas and fund raising through entrepreneurship. Hockey Player and Executive: Planned and executed countless events focused at team building. Ultimate Frisbee Vice-Captain: Responsible for building the skillset and mindset within the team. Badminton Player: Participated and motivated the squad, supporting them through various functions.
- National University of Singapore
  2019 - 2023
  Bachelor of Business Administration - BBA Entrepreneurship/Entrepreneurial Studies
  Activities and Societies: NUS Merit Scholar NUS Business Rag and Flag Dance Representative Temasek Hall Photography Club Representative Temasek Hall Dance Production Representative
Experience
- Advisors Alliance Group
  Jun 2019 - Jan 2023
  - Director
    Jan 2022 - Jan 2023
  - Associate Director
    Jan 2021 - Dec 2021
  - Financial Services Consultant
    Jun 2019 - Dec 2020
- MDRT
  Jul 2019 - now
  Qualified Professional
  MDRT indicates the top 5% of financial service globally.
- AWM Group
  Jan 2023 - now
  Director
Licenses & Certifications
- Chartered Financial Consultant (ChFC/DPFP) 05 - Personal Financial Plan Construction
  Singapore College Of Insurance
  Jun 2023
- Rules And Regulations For Financial Advisory Services (M5)
  Singapore College Of Insurance
  Oct 2018
- Chartered Financial Consultant (ChFC/DPFP) 02 - Risk Management, Insurance and Retirement Planning
  Singapore College Of Insurance
  Jun 2020
- Million Dollar Round Table
  MDRT
  Jan 2020
- Life Insurance and Investment Linked Policies (M9 & M9A)
  Singapore College Of Insurance
  Aug 2018
- Chartered Financial Consultant (ChFC/DPFP) 04 - Investments
  Singapore College Of Insurance
  Jun 2020
- Health Insurance (HI)
  Singapore College Of Insurance
  Nov 2018
- Chartered Financial Consultant (ChFC/DPFP) 01 - Financial Planning
  Singapore College Of Insurance
  Jun 2020
- Associate Estate Planning Practitioner (AEPP)
  Rockwills International Group
  Jul 2020
- Chartered Financial Consultant (ChFC/DPFP) 03 - Tax, Estate Planning and Legal Aspects of Financial Planning
  Singapore College Of Insurance
  Jun 2020
- Institute of Banking and Finance Qualified (IBFQ) Level 1
  IBFSG - The Institute of Banking & Finance Singapore
  Jun 2020
- Collective Investment Schemes (M8 & M8A)
  Singapore College Of Insurance
  Nov 2019
Volunteer Experience
- Coordinator
  Issued by Willing Hearts
  Associated with Yixun Khoo (AEPP®, COT)
- Volunteer
  Issued by SPCA Singapore
  Associated with Yixun Khoo (AEPP®, COT)