• Bachelor of Business Administration, Chinese University of Hong Kong
  
  
• Fellow Chartered Financial Practitioner (FChFP), LUTCF Fellow (LUTCF), Registered Financial Planner (RFC), Chartered Insurance Agency Manager (CIAM)
  
  
• President of Insurance Financial Planning Alumni Association, Honorary Treasurer of LUAHK, President of General Agents and Managers Association (GAMA 2003-2004)