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Dr. Frankie Chun Fai Lo, RFC®

Vietnam Chapter Board President
(852) 9491-2348
frankie.lo@iarfc-vn.org

Dr. Frankie Lo started his career as a professional financial planner in 1990. He was promoted and became the youngest sales Manager in 1993.

He started his career as a training expert in 2002, 12 years after he joined the insurance industry.

Dr. Lo has obtained various professional designations in the financial planning industry to better equip himself, including FLMI, FLHC, RCC, etc. He became one of the Registered Financial Consultant (RFC®) in 2002 when IARFC® first launched in Hong Kong.

In 2008, Dr. Lo won the best trainer competition organized by the Hong Kong Management Association (HKMA) and became one of the Best Trainers of the Year.

In 2009, Dr. Frankie became the head of the Financial Planning Division at Fortis Academy (Hong Kong), a training division wholly owned by Fortis Group, Hong Kong.

During that period, he developed various training programs for the Financial Planning Services industry.

In 2011, Dr. Lo became the Training Director of one of the largest Insurance Sales Forces in Hong Kong.

Dr. Lo established the Financial Planners’ Training System in 2015 and provides Professional learning and development opportunities for the Insurance Sales Force in Hong Kong till now.

Nearly 10,000 Professional Financial Planners have joined his classes, which included AIA, BOC Insurance, FWD, Manulife-HK, Manulife Sinochem (China), Manulife-Vietnam, Prudential (HK), etc.

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