Dr. Kyle Wong

Director, Kaplan Financial PhD, MSc (Cornell), CFA, FRM

Kyle is a seasoned banking and finance lecturer with 10+ years bespoke training experience. His corporate training experience includes 30+ investment banks, private banks, commercial banks, securities firms, asset management firms and listed companies. He delivered a wide range of investment products and portfolio management trainings to both front office, middle office and back office staff. His exam focused approach in the CFA, FRM and Licensing Exam Review Courses is well known in the market.

In the past 2 years, Kyle has been a frequent speaker on FinTech, including blockchain, crypto-currencies and artificial intelligence. He is a regular columnist for i-Money Magazine and fully understand how to put the technical terms and knowledge in layman’s terms.

Before Kaplan, he was VP, Complex Hybrid Products at DBS and held product development and wealth management positions at Merrill Lynch, HSBC, RBC and Citi.

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