Most financial planning practitioners are generalist, akin to a general practitioner (GP) in the medical profession. To be a specialist, a doctor would need to complete specialist post-graduate training, pass the relevant exams and apply for accreditation & registration. Similarly, for financial planning practitioners who are keen to specialise in specific areas of personal finance, we see a gap that we can bridge for them to become specialists.

Level Up Academy is established as a Financial Training Provider to elevate the competence and professionalism of financial planning practitioners with programmes and workshops to broaden or deepen specific skills and knowledge in the Financial Services Sector. We do so with the transfer of in-depth technical knowledge from years of practical experience combined with the relevant application tools. Importantly, we transfer proven concepts and strategies to increase your business production and income growth.