YUEN is a finance professional with over 20 years practical experience in financial accounting, financial management and investment. He is a freelance trainer and grader. He also holds a PhD(Management) with research interest in market crash and Fractal Theory. He served Qualification Program of The Hong Kong Institute of Certified Public Accountants (HKICPA) with Module A Financial Reporting and Module B Corporate Financing, seminar of The Hong Kong Securities and Investment Institute (HKSI), seminar of Hong Kong University of Sciences and Technology, seminar of Institute of Financial Planners Hong Kong, seminar of Hong Kong Institute of Chartered Secretaries, bachelor degree program of The Hong Kong Open University, CFA Level III Exam of CFA Institute, Professional Diploma of Financial Markets of HKSI, Certified International Investment Analysts Exam, Certified International Wealth Manager Exam, Licensing Exam under Securities and Futures Ordinance, and post-graduate diploma of The Hong Kong Management Association. He also served the community including having been the Director of The Hong Kong Society of Financial Analysts, panel member of Board of Review under Inland Revenue Ordinance, Advisor of Chinese Civil Servants' Association of Hong Kong, and editorial advisory team of CFA Magazine. In addition to his training and practical experience, he is a seasoned writer and publishes articles in many professional and academic publications including A Plus of HKICPA, CSJ of Hong Kong Institute of Chartered Secretaries, Global Risk Review of Global Association of Risk Professionals, member magazine of Association of Chartered Certified Accountants, The 21st Century Directors, Social Science Research Network, Hong Kong Securities and Investment Institute Knowledge Portal, and member magazine of Hong Kong Society of Financial Analysts.
Jeff Diercks, is an investapreneur and recovering CPA. He actively trades his own money and manages the assets of a select group of clients at InTrust Advisors, a Tampa, Florida based wealth management firm focused on trend following and price momentum strategies utilizing ETF securities.
Mr. Diercks is also the managing member of Stock-Signal.com, which provides its subscribers with trend following buy and sell signals on a select group of broad market indexes.
Mr. Diercks has worked with discretionary and non-discretionary investment accounts for over a fifteen years and has overseen all aspects of InTrust's and Stock-Signal's investment processes. Additionally, he has over twenty years of experience working with wealthy individuals and families in both business and financial consulting roles.