Sunday, 19 February 2017
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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