The following excerpts are testimonials of industry peers, investors as well as participants of past seminars who have benefited from the works of Roland Lee.

COMMENTARY OF INVESTMENT/TRADING WORKSHOP PARTICIPANTS

“The workshop is a real eye-opener and invigorating. As a chartered accountant and a CFP all these years, I have yet to come across information that is so exciting regarding trading in stocks and options. Roland’s methods, if carried out systematically is a sure win-win situation for trading in the stockmarket. His knowledge and experience in this area is overwhelming and the cost of the workshop is really value for money. I would not hesitate to recommend this workshop to those who are keen to trade or perhaps even for knowledge.”

Lee Ling, Chartered Accountant and CFP, KL, 2006

I have attended other similar workshops, but your workshop “Essential Knowledge Needed to Win Trading Stocks & Options ” is very precise, easy to understand and most of all a very practical course that instantly enabled me to start trading in the market. It also equipped me with an additional survival tool to increase my wisdom and wealth. You are truly a master in this specialised field.”

Ong Chin Fong, Businessman, Ipoh, 2006

Your PUT candidates i.e. SNY and HOV, performed all the way down as you have mentioned. Well done! I really need to learn more from you. As for me, I bought a PUT on AIG and made $1,200 on paper with an initial $2,000 investment. I would like to work on insurance counters.”

Terence Cheong, Insurance Executive, KL, 2006

“Coming from the advertising and creative line with no background in finance or economics, Roland Lee’s course on “Trading Stocks & Options” has really opened my eyes to the possibilities of generating and growing your own wealth. His hands-on, step-by-step approach to teaching is very effective and concise. No-nonsense or flashy graphics, Roland makes sure you understand all the fundamentals before showing you how to make money, which is the bottom line.

The knowledge I have gained from Roland’s course is absolutely invaluable. It is really up to you to apply that knowledge, and if you are really interested in taking control of your wealth, let me tell you, the possibilities are really exciting! By following Roland’s systematic approach, I bought 5 call options on Apple shares and within 5 days I had already made a profit of USD1,600 (RM5,920) which more than covered the course fees! You will not regret taking this course. The only thing you will regret is not starting earlier.”

Kane Chong, Advertising Executive, KL, 2006

“I find the course conducted by Mr. Roland Lee informative and useful. It was presented in a very systematic way and there were no ‘empty promises’. It was just a simple but yet effective message – ‘He’s not there to give you the fishes, he’s there to teach you how to fish, if you care to learn’. In addition, there will be further get together after the course so that investors who have a common objective can share their experiences and hopefully learn from one another.

I would recommend any potential investor to attend this course as this will be your first step towards a lifetime of profitable investments! During the course and over a 10-day trading period using options, with a trading capital of US$2,400, I obtained a US$1,100 profit.”

Lim Jit Choong, Corporate Executive, KL, 2006

I had attended the 1-week CFP challenge status course conducted by Roland Lee previously. I am very impressed by his knowledge in the investment field and his way of knowledge-sharing lessons. The one-week course was too short for me to learn more things from him. As a result, I have also attended his workshop on trading in Stocks & Options. This workshop has opened up my eyes on stock investment. In conclusion, he is a very generous and practical teacher in terms of knowledge sharing.”

Leong Quee Sing, Chartered Accountant, Ipoh, 2006

Mr. Roland Lee is a very friendly and helpful lecturer. He always shares his valuable knowledge and skillful experiences that enable us have a thorough understanding throughout the course. He helped us put theory into practice while making lessons so easy to understand. I enjoyed attending his classes.”

May Low, Unit Trust Representative, Ipoh, 2006

“ I have achieved tremendous results from the options trading workshop conducted by Roland in late October 2006. I attribute my success to Roland who has been kind enough to share his skills and knowledge through such a workshop. His teaching style is easy to follow and he has great rapport with his workshop participants. In March 2007, I earned US$4,000 by applying the methodology learnt from the workshop. I repeated the success in April 2007 with a US$9,500 gain. I therefore strongly encourage those who have a desire to earn their own income to take up the challenge by participating in Roland’s trading workshop.”

Yeap Ai Har, Certified Financial Planner, Kuala Lumpur , 2007

“ I have attended Roland’s InvestSmart trading course and have gained valuable insight into this type of trading. After the seminar, I have used virtual trading in options and have so far produced reasonably profitable result. I strongly believe that it is possible for students like me to acquire the investment skills if we strictly follow the discipline laid down by Roland in his course.”

Thomas Choong, Chartered Accountant, Ipoh, 2007

“I managed to buy a Call on Apple Inc (AAPL) at $4.00 premium and sold it at $8.00 premium. Made a tidy return in less than 10 minutes. Profit of US$1,200.”

Raymond Tey, Banker, Johore Baru, 2007

“Made a Call on Apple Inc (AAPL) for USD1,794.95. Juz sold and made a profit of US$570 on the same day.”

Jacob Simon, Financial Services Exec, Klang, 2007

“I just made US$720 from a Put option on Exxon (XOM) within 10 minutes. This is crazy and easy.”

Stanley Por, CFP, Kuala Lumpur, 2007

“ I went into Honeywell (HON) but came out too early. The same I did to Alcoa (AA) and Alcan (AL) (came out before the buyout by Rio Tinto). Anyway I made money. Not bad for 1 week, US$1,000. I am riding on Johnson & Johnson (JNJ) now. Hope to make a few hundred bucks. The reported earning estimates sound good. Today is their conference call. Now I believe you, you taught me to ‘fish’.”

Gobinath Kandasami, Engineer, Kuala Lumpur, 2007

“ With tips from Roland, I earned 300% within 6 months. He is my white knight.”

Chu Maw Ping, Teacher, Penang, 2007

COMMENTARY ON ROLAND’S WEEKLY VIRTUAL SHORTLIST

“I only purchased HAL @ $2.60 just closed at $4.55. Net gain $945 in one day. Thanks a lot. Good nite.”

May Low, 8 July, 2008

“Thanks for informing. I purchased FCX and sold within 2 hours after the market opened. Gained US$320.”

May Low, 20 May, 2008

“Thanks for your shortlist especially the Calls. I found them quite accurate & I managed to have average 30% gain for most of the counters I went in within a few days to a week. ….. with your shortlist last week I managed to gain some dollars by setting my target percentage of return plus control emotion in trading. Control greed, control fear. Thanks.”

Hooi Hooi, 4 May, 2008

COMMENTARY OF FINANCIAL PLANNING PARTICIPANTS

“Roland is an inspiring teacher who is able to weave theory and practice into a comprehensive and workable course that allows for hands-on practical experience. His experience as a practitioner and keen grasps of the technical rudiments of stocks and options trading makes him highly sought after by real-world users. His course is indispensable for investors needing to comprehend the fast-paced and risky maneuvers of the global equity markets where risk management is the name of the game.”

Dr. Christopher Shun, CFP, Kuala Lumpur, 2006

“Roland Lee was my first and last lecturer for the final and most important part of my journey into CFP certification. Coupled with his valuable experience and knowledge in his financial practice, his teaching and sharing obviously have been a great help which benefited most of us.”

Nicole Fong, Training Manager for financial services of a Malaysian bank in Kuala Lumpur, 2006

“I’ve attended a one-week course by Roland Lee and found that it is very useful to me. Mr. Roland is very knowledgeable in the investment field and he also used and shared his investment experiences in his teaching. He simplifies some of the more technical aspects to make them easily understood by students. His concept and teaching methodologies are also very concise and straight to the point. With his knowledge and experience, I believe students who attend his workshops will benefit tremendously and will be able to make full use of the knowledge gained and apply them in real life.”

Tan Po Lee, executive of a Malaysian financial institution in Johore Baru, 2006

“I found Mr. Roland’s teaching very exciting and easy to understand. His ability to teach the technical subjects in a more comprehensive manner is truly undeniable. His vast experience in the financial sector and financial planning is surely most sought-after by all students. He also teaches from his heart.”

Shahnon Ahmad, ex-banker, Kuching, Sarawak, 2006

“You communicated very effectively when you conducted the RFP classes. Financial advisors are normally very staid and boring, but you do get my full attention in class. You also stimulated the learning experience by including role-playing, scenario simulations and actual financial calculations as part of your course. Thank you for supporting us and guiding us throughout.”

Winnie Ong, executive with a local financial institution, Klang 2006

“I love his style of teaching. He is very friendly.”

Evelyn Lee, course participant, 2004

“The lecturer has covered all parts on the fundamentals of financial planning really well. He has also shown us a lot of examples in his lessons,”

Syed Zain b. S. Mohamed, course participant, 2004

“He is a good and patient lecturer who prepared the students well for their exams.”

Betty Lim, course participant, 2004

“Good and very interesting lecturer who provided many good examples and not boring at all.”

Low Wei Ming, course participant, 2004

“A lecturer who has a lot of practical experience and helped us relate theory and practice very well.”

Josephine Yap, workshop participant, 2004

“On the whole, the course was very good and skillfully conducted with very systematic teachings.”

Low Sai Yong, course participant, 2004

“Good. Complete”

Ranjit Singh, workshop participant, 2004

“He is a very experienced lecturer and motivator. I enjoyed attending his classes.”

Lim Fook Geok, course participant, 2004

“Mr. Roland Lee impressed me very much with his broad-based academic qualifications and practical knowledge in the financial services industry. Thumbs up from me for such a qualified trainer for the RFP program.”

Tan Hup Eek, course participant, 2004

POINT OF VIEW

The following is a collection of some of Roland’s published articles and papers presented in seminars and workshops in Malaysia.

“Why Everyone Should Have A Financial Plan?” Standard Chartered Bank Total Money Management Conference, Kuala Lumpur, 15th Sep 2001

“Financial Management for an Active Aging Lifestyle”, Public Forum on the Aging Male, Kuala Lumpur, 4th Mar 2001

“Your Business: Your Greatest Asset to Achieving your Personal Financial Goals”, MYOB Public Seminar, Kuala Lumpur, 2003

“Construction of the Comprehensive Financial Plan”, FPAM workshop, 2004

“Education Planning”, The Edge, Personal Money, 5th Jun 2000 (p. 30-32)

“Retirement Planning”, The Edge, Personal Money, 2nd Jul 2001 (p. 28-29)

“Retirement Planning for Less Active Adults”, The Edge, Personal Money, 4th Jun 2001, (p.31)

“Financial Planning for the Aging”, The Edge, Personal Money, 7th May 2001 (p. 24-25)

“Wealth Accumulation”, The Edge, Personal Money, 5th Mar 2001, (p. 18-19)

“Money & Marriage”, The Edge, Personal Money, 2nd Apr 2001 (p. 20-21)

“Putting Money into Property, Part I”, The Edge, Personal Money, 4th Dec 2000 (p. 24-25)

“Putting Money into Property, Part II”, The Edge, Personal Money, 5th Feb 2001 (p. 28-29)

“Economic Outlook for 2004 and Implication for the Individual”, Island Hospital, Penang, 9th Feb 2004