Meet our Principal Trainer
Bernard Lim CFP® CSFE® AFCouns®, is the principal trainer of Wealth College (division of Wealth Hub Pte Ltd). With more than 20 years of experience as a financial service professional, he has been able to translate his skills and knowledge into transferrable ideas through his practical training. Bernard’s training ideas and concepts have inspired many MDRT producers (including Top-of-the-Table and Court-of-the-Table).
He has designed and delivered highly-rated courses ranging from broad-based financial education and counselling to specialized subjects like estate planning. His L.i.F.E. (Living in Financial Excellence) Program has received rave reviews from attendees around the world including the USA – the well-respected Personal Finance Employee Education Foundation (Washington DC). His financial counselling programs have been very well-received by the civil service while his training in estate and legacy planning has reached more than 2,000 financial service professionals through banks, insurers and IFAs around the region. He is in constant demand for training and speaking engagements to the affluent market, civil service organisations and professional bodies.
Bernard is in constant demand as a speaker including the Million Dollar Round Table in 2007 (Denver, Colorado) and in 2016 (Vancouver, Canada). He is an adjunct trainer and course developer for the Singapore Management University’s Financial Training Institute. He has also been interviewed on Asian Wall Street Journal, the Straits Times, Business Times, CNA938 and MediaCorp "Common Cents" program on Channel 5. He volunteers as a financial counsellor, was a member of the IFPAS Alliance STAR Team (on MAS FAIR issues) and the founder of the FinCARE® (Financial Counselling, Aid & Resilience Education) community services initiative by the financial services industry.
Sunday Times, 24 June 2018 by Lorna Tan - "Spreading the word on financial wellness"
Sunday Times, 26 August 2018 by Lorna Tan - "Changing your mindset to adopt better money habits"