Financial Planning Industry

Topics on the overall financial planning industry.

Malaysia Context: The Type of Financial Planner

UPDATE: 1st June 2021 Whenever I introduced myself as a Financial Planner to my friends, I will usually get, are you selling insurance? The purpose of this article is to clear the air and to spell out the type of financial planning profession operating in the market, including those marketed as a financial planner but …

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What is Financial Planning?

Those not working in the same industry will have a different perspective from those already in the industry, which is acceptable. It happens to many professions and is especially true for engineering, law, medical, and finance. Today I will be sharing my view on what the term “financial planning” means comparing to how the rest …

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How Many Financial Planner Certification in Malaysia?

Updated on 12th May 2021 To be honest, when I decided to take up the CERTIFIED FINANCIAL PLANNERĀ® Certification 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 CERTIFIED FINANCIAL PLANNERĀ® Certification. If you …

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