Allen Yap has more than two decades of financial planning services. He is also expert in investment, wealth and fund management. 

His holistic strategic approach and unquestionably competence in financial planning arena have qualified him as a 2-years prestigious Million Dollar Round Table (MDRT) membership. With his significant experiences in the financial service industry, he has conducted over more than 500 Investment and Financial Planning workshops locally and internationally.

He is a graduate from research Institute of Investment Analyst Malaysia (RIIAM) in Diploma in Investments Analyst. He has been awarded as the top ranked student in the programme in 1998. He later pursued his underrate studies in Bachelor of Business Administration (BBA) at Royal Melbourne Institute of Technology (RMIT) in collaboration of Malaysia Institute of Management (MIM), which is recognized globally as the highest standard in personal financial planning fieldwork. He also received his MBA in Personal Financial Planning form University of Southern Queensland. 

He is a trusted and knowledgeable financial planner with an outstanding reputation throughout the years. He was granted a Capital Markets Services Representatives (CSMR) License from the Securities Commissionfor fund management 2014. He has assisted the Financial Planning Association Malaysia (FPAM) in establishing the Certified Financial Planner Certification Programme (CFP) and responsible in co-writing the CPF Module 1. He also assisted Standard Charted Malaysia in establishing their Wealth Planning Department.