From 18/03/2017 start, Johor Bahru CFP class will conduct in MaxWealth Advisory Sdn Bhd,
Time remain as 9:30am to 5:30pm
Venue: No.11-02, Jalan Austin Heights 8/1, Taman Mount Austin, 81100 Johor Bahru, Johor.
The building outlook.
Monday, 13 March 2017
Tuesday, 21 February 2017
The 4 E's
Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest.
EDUCATION
Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Applicants may also satisfy the education requirement by submitting a transcript review or previous financial planning-related course work. Or, they can show that they have attained certain professional designations or academic degrees that cover the important subjects in CFP Board’s financial planning curriculum.
EXAMINATION
CFP® professionals must pass the comprehensive CFP® Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This comprehensive exam ensures that a CFP® professional is highly qualified to develop a plan for your finances.
EXPERIENCE
CFP® professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.
ETHICS
When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in CFP Board's Standards of Professional Conduct. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients. CFP® professionals are subject to CFP Board sanctions if they violate these standards.
Sunday, 19 February 2017
Who should take CFP?
The Certified Financial Planner qualification is for those wishing to practice the profession
of financial planning and who wish to master a certain level of theoretical knowledge and
practical application of financial planning in such areas as:
- General principles of financial planning
- Insurance planning
- Taxation planning
- Investment planning
- Retirement planning
- Estate planning
- Financial plan construction and professional responsibilities
Monday, 13 February 2017
Benefits of CFP
How a LICENSED FINANCIAL PLANNER CERTIFICATION bring BENEFITS to you
1. Offer Personalized Service
2. Act as a Financial Coach
3. Help Conceptualize Your Goals
4. Road Map to Achieve Financial Goals
5. Selection of Correct Financial Tools
6. Proactive Management
Things to Consider Before Engaging a Financial Planner
1. Know What You Want and Expect from a Financial Planner
2. Knowledge of Financial Matters
3. Degree of Involvement in Achieving Financial Goals
4. Complexity of Financial Situation
5. Relationship with Financial Planner
6. Budget Constraints
7. Familiarize Yourself with Terminologies and Concepts
8. Obtain Referrals and Interview More Than One Planner
9. Check the Planner’s Background and Obtain References
10. Get It in Writing
11. On-going Monitoring of Financial Plan
What to Look for in a Financial Planner A Reputable Financial Planner Should Possess the Following Qualities:
1. Be Licensed by the Securities Commission
2. Possess Qualifications Recognized by Regulatory Bodies
3. Have Adequate Experience
4. Be Trustworthy and Open
5. Disclose the Compensation Structure
6. Be able to Provide On-going Service
7. Assess Your Existing Financial Situation and Identify Your Personal and Financial Goals
8. Explain the Pros and Cons of Various Options and Products
9. Refer to Other Professionals
10. Periodically Evaluate Your Plans
Preview Talk
Incoming Preview talk for Melaka, Johor and Seremban
Our Preview Talk is open to Public and it is absolutely FREE!
Our Preview Talk is open to Public and it is absolutely FREE!
For those who are interested, you can enroll in
https://goo.gl/forms/kj01R7cmGSQ3AFO62
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