Financial Planning

Financial planning concepts and practices used by various practitioners in areas like insurance, investment, tax, estate planning, and writing will.

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 …

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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 …

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