- B.Bus (Banking & Finance) at NTU
- Certified Financial Planner (CFP)
- Associate Estate Planning Practitioner (AEPP)
- Rockwills Estate Planner
- STEP Certificate for Financial Services – Trusts and Estate Planning (Singapore)
Experience, Awards & Achievements
- Bronze Award Winner for International Dragon Awards (IDA) 2019
铜龙奖 – 2019 国际龙奖 IDA
- Million Dollar Round Table (MDRT) 2019
- Great Eastern Life Achievers Club 2015-2017
About Wen Shin
Wen Shin graduated from Nanyang Technological University with an Honours Degree in Business (Banking and Finance) in 2008. Having spent the past 11 years working within the Insurance and Banking industry, she has also achieved the prestigious Certified Financial Planner (CFP) which is acclaimed to be the gold standard in financial planning.
Wen Shin was an ASEAN scholar, and she has always been known to have high self-expectation in everything she does. With that in mind, she strongly believes that every client that she works with deserves the highest quality of advices and services. Wen Shin is also always looking to upgrade her skills and knowledge by continuously learning and challenging new horizon, to better value-add her clients and the community. Her strong determination in excelling in her profession has won her numerous awards and recognitions, including the Million Dollar Round Table (MDRT) membership, recognized internationally as the standard of excellence in the life insurance and financial services business.
Wen Shin has a strong passion in estate planning, she has been a Rockwills Estate Planner and Associate Estate Planning Practitioner (AEPP) since 2015. She is also a student member of STEP, practicing as a specialist in inheritance and succession planning, helping families better plan for their future generations.
Outside of work, Wen Shin enjoys spending quality time with her family and solving advanced level sudoku puzzles.