My Top 10 Finance Reference Point

Updated on 2nd April 2020 I must admit, I am a person who has no direction in life until I found a reference point and make them part of my life. In the earlier days, I believe in the knowledge gained through self-improvement books, books like Eat that Frog by Brian Tracy, The 7 Habits…

How Many Financial Planner Certification in Malaysia?

To be honest, when I decided to take up the Certified Financial Planner(CFP) course earlier on, I did not consider comparing it with other courses in the country because I trusted the friend who introduced it to me and since then, I never looked back and never regretted taking up the CFP course. If you…

Licensed Financial Planner vs Financial Adviser Representative

As a normal citizen, I believe we see no difference between a Licensed Financial Planner* or a Financial Adviser Representative* because the public has interpreted the titles as any normal servicing agent representing an agency or a financial institution. I must agree that the agency’s business model has been in the market for quite some…

The Value of Financial Planning

In my last post, I shared about 3 things. First, it is about how murky the financial planning industry is, in Malaysia. Second, I have separated the definition between the murky and the real definition of financial planning that has been hovering in the industry for decades and Third, I used the Google Map Application…

Malaysia’s Financial Planning is in Murky Water

When I got my first job as a marketing executive with a local general insurance company, the financial planning industry is already in murky water but I fail to see how serious it was until I started the certified financial planner course in 2018 (13 years apart). I believe agents, practitioners, products provider and authorities…