學歷 1999年完成美國壽險訓練學院院士課程 Completed Fellow Life Underwriter Training Council Course 1999 1999年強制性公積金計劃考試成為認可強積金中介人 Passed Mandatory Provident Fund Schemes Examinations 1999 and register as MPF Intermediary 1999年醫學及法律知識證書課程 完成美國壽險管理學會院士課程第一級 Completed Level 1 of Fellow, Life Management Institute 香港理工大學專業進修證書 Professional And Continuing Education Certificate (PolyU) 完成香港財務策劃師學會認可課程 Completed IFPHK Registered CFP Education Programme 2004年LUTC導師訓練課程 LUTC Moderator Conference 2004 LUA Train The Trainer Workshop & LUTC Senior Moderator Workshop 2000 CERTIFIED PRACTITIONER of the Art and Science of Neuro Linguistic Programming (The International NLP Trainers Association) 工作經驗 1989年加入保險業