Patrick Chang

Patrick Chang is an author, trainer, speaker and wealth management card game producer. He is also an experienced independent financial advisory professional, with more than a decade in business. He helps his clients to draft, construct and implement their holistic financial plans, through the use of The Financial Portfolio Analysis Tool kits.

Patrick graduated with a Bachelor of Commerce degree (Double Majors) from Curtin University and received his MBA from the University of Adelaide. He is also a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) & Associate Estate Planning Practitioner (AEPP®).

Patrick was recently awarded the IBFA level 3 certification by the Institute of Banking &

Finance. According to the IBF Website:

The IBF Certification is an industry endorsed mark of quality for finance professionals in Singapore. Individuals who successfully complete an accredited programme under the IBF-Standards Training Scheme ("IBF-STS") and meet the relevant criteria may apply for IBF Certification. The IBF Certification is awarded to practitioners who have acquired the relevant core competencies required for jobs in their respective industry segments, and are expected to uphold values of professional excellence, integrity and commitment to the industry.

Being speaker, trainer, Patrick has conducted lunch time talks, seminars, webinars, workshops on CPF LIFE, Medishield Life, estate planning, cash management and other financial topics at corporations, government agencies and social enterprises.

Patrick was the winner of the inaugural Best Personal Brand Award in 2017 for Retirement Planner. The award was presented by the Marketing Institute of Singapore.