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Tan Qifeng

Professional Title: Financial Consultant

RNF No: 26716

Million Dollar Round Table (MDRT) - 2026
AIA Awards

Personal Wealth Manager – 2025
AIA FA Prestige Club (Titanium) – 2026

Other Certificates

Institute of Banking and Finance Qualified (IBFQ) Level 1
[**Completion of CHFC01 + Manually Applied]

I am a 23-year-old NTU Business School undergraduate and a Personal Wealth Manager with AIA. I began my journey in the financial industry while still being a full-time student and achieved MDRT qualification at the age of 22, alongside being recognised as an AIA Prestige Club Titanium member.

I am passionate about financial consultancy because I believe that effective financial planning empowers individuals to make confident, well-informed decisions at every stage of life. Starting early in the industry has allowed me to relate closely to students and young professionals, while also working effectively with parents and pre-retirees by understanding their concerns around protection, retirement readiness, and legacy planning.

My areas of expertise include investments, insurance restructuring, and retirement planning, with an emphasis on creating clear, sustainable strategies that align with each client’s goals and evolving life needs.