Abacus Advisory Sdn Bhd
Suite 305, Block E, Phileo Damansara 1
9 Jalan 16/11 (off Jalan Damansara)
46350 Petaling Jaya
Credentials : Master’s Degree in Business Administration (Majoring in Finance with Distinction) from the University of Hull, UK, Bachelor’s Degree in Economics (Honours, majoring in Accounting) from Monash University in Melbourne, Australia, RFP, CFP CERT TM
Carol Yip is the Founder and CEO of Abacus For Money and The Abacus Academy, operates under the brand name ABACUS FOR MONEY.
In addition to Carol’s profession as CERTIFIED FINANCIAL PLANNER CM professional, she is currently pursuing her Masters in Counseling (Psychology) with intention of specializing in financial counseling as a qualified Financial Counselor. This is because Carol has a mission of helping people to unleash their life from emotional and financial distress, live a meaningful and purposeful life.
Abacus For Money’s business mission: “We help people understand their psychological behaviour and habits towards their money and empowers them to be smart money-user”.
Carol says: “For most of us, money and our feelings towards money are not static, but fluid, dynamic and intense. We know so little about why we experience these emotions towards money and the effects they have on our very existence. Not only do we have a physical self, an emotional self and a social self, but we also have a money self.”
Our psychological money self is an integral part of our behaviour and influences the way we manage our money. In other words, your financial personality is a major factor in how you utilize or save your money and it’s about time to discover your financial behaviour with Abacus For Money proven workshops and coaching sessions!”
Carol also believes that: “A personal financial plan is a logical road map to achieve financial freedom but the person who owns the plan may not be logical and lives an unpredictable life. Only when the person is able to manage life, will the person be able to manage finances.”
Because Carol understands the financial psychology of human behavior, she has created unique workshops and professional financial coaching program under Abacus Self-Empowerment Network (ASEN) that are specially designed to allow for self-discovery in people’s financial behavior and personal effectiveness.
Carol’s signature keynote address topic is “Understanding Your Financial Behaviour”.
Carol and her team of financial experts will teach you, share their knowledge with you, listen to you, support you, coach you every step of the way to empower you to take charge of your financial destiny. They will keep your financial secrets confidential.
The team is “people-focused” about daily money issues of all walks of life and of all ages – from the young to the elderly, from couples to families – solving financial money issues by uncovering their experiences, thoughts, emotions and behaviour that have greatly impacted their actions and beliefs in handling money. Carol is available for keynote addresses, seminars and workshops throughout Asia including China
Carol is the Author of “Smart Money-User, The Practical Money Book For Today’s Young Adults Lifestyle”. She has written this book to bolster wise money habits among mainly the younger generation. She believes that they are the torch bearers of the future and their smart money spending, saving and investment can only strengthen economics on the micro and macro scale.
Carol’s Passion in Personal Financial Education
Driven by her passion in sharing with people of all walks of life the paramount importance of personal money skills, Carol focuses her profession in teaching money skills programs a broad spectrum of people like the young kids, teenager, youth, matured adults, employees, families, business community and senior citizens.
Some of the signature personal financial education programs created by Carol are:
A. For families:
Smart Money-User workshop for parents
- How Parents can Teach Kids to be Smart Money-Users
Smart Money-User workshop for families
- Family Wealth Legacy Creation
Smart Money-User workshop for couples
- Love and Money Make for a Blissful Marriage
B. For education institutions:
Smart Money-User workshops for college and university students
- How to be a Smart Money-Wise Young Adult
Smart Money-User workshop for elementary to high school students
- Smart Money-User Basic Program
C. For corporate clients and general public:
Smart Money-User workshop for individuals
- Understanding Your Financial Behaviour
- Managing Overspending Behaviour and Trimming Your Debts
Smart Money-User workshop for corporate clients & business communities
- Living Free With Effective Money Skills
- How Life Cycles affect your Career and Impact your Retirement Planning