Heidi Pun
MBA, CEP, CICFP, Partner of SF Financial Group, Wealth Management Director,
Senior Agency Manager, COT 2022, MDRT 2012-2013, 2018-2021, 2023
“It's important to know what you know and what you don't know." - Warren Buffett
Working Experience
NWD: FTLife Insurance
• Wealth Management Director
• Senior Agency Manager
SF Financial Group Partner
Academic & Professional Qualifications
• Master of Business Administration MBA
• Certified Financial Planner CFP
• China Certified Financial Planner CICFP
• Professional Will Writer
• Professional immigration financial consultant
Awards and Achievements
• COT 2022
• MDRT 2012 – 2013
• MDRT 2018 – 2021
• MDRT 2023
• IDA
• CMF (Diamond Star Award)
• LIMRA: IQA
• HKMA: DSA
• GAMA: IMA
• GMAM: FLA
• LUA: QAA
