President, Family Financial Education Institute.
Alvin Lam is the President of the Family Financial Education Institute. He is also an independent money coach, professional trainer and seminar speaker. In the last few years, every year he was invited to conduct totally more than 200 sessions of seminars, workshops and individual financial consultations. He has been working in the financial services industry for more than twenty five years, dedicating more than twenty years in the areas of training & development, and personal finance. Prior to his current positions, he held a number of senior management positions in different international financial groups, including AGM & Head of Sales Planning, Vice President & Head of Bancassurance, as well as Head of Agency Training, Development & Recruitment.
Alvin is actively participating in financial education related social services. Currently he is an appointed Specialist of the Hong Kong Council for Accreditation of Academic & Vocational Qualifications (HKCAAVQ) for the Insurance & Financial Planning Sector, the External Examiner of the IVE of the module “Personal Finance” and the Academic Assessor of HKU SPACE for the financial planning subjects. He had been a member of the Curriculum Development Council Committee of the Education Bureau (EDB) for eight years. He was a member of Board of Directors of The Institute of Financial Planners of Hong Kong (IFPHK) in 2011 to 2018, and the Chairman of the Education Development Committee in 2012 to 2015. He has also published 6 books on personal finance.
He holds a Master degree in Counselling (HKU), a Master degree in Finance (CUHK) and a Bachelor degree in Social Sciences (HKU). He is the first Certified Money Coach awarded by the US Money Coaching Institute in Hong Kong, the first batch of CFPCM by the IFPHK, first batch of CFPTM by the FPSB China in Hong Kong. He also has many other professional designations and memberships, CLU directly awarded by the American College, Certified NLP Practitioner, MBTI® Administrator, CFQCC by the American Institute of Applied Psychology and Coaching Clinic® Licensed Facilitator by the Corporate Coach U are some of them.