Successful people go above and beyond the call of duty in anything they do. Being in the unit trust industry for over 14 years, I aspire to “add value" for my clients. I practice my profession with a passion beyond rudimentary salesmanship. The CFP Mark is a positive influence on my career as it certifies that I am knowledgeable and qualified to assist investors with their financial goals. I can give them value-added services more than that of a general consultant.

Visithra A/P Amirthalingam

I have obtained the CFP mark since 2015. I’m very glad that I have completed the globally recognized CFP course as it gives me the professional recognition in the financial industry. CFP mark ultimately enables me to be licensed as a fee-only financial planner so that I can practice and provide professional, independent & unbiased advice to clients and help them to fulfill their life goals.  

Loo Fong Yee

I left the financial industry after almost a decade, to move into a field that I was more passionate in - education & training. Even though my new profession did not require me to have the CFP, I still retained the mark as it was a loving reminder of my previous career & my commitment to promoting financial literacy in the community & the people around me. I also found the knowledge I gained during the grueling 6 modules to be helpful when I was conducting corporate training for companies who are from the financial industry, as well as, the public workshops I conducted that was centered around personal development which also involved money management & wealth planning. I truly believe that the CFP mark is worth retaining as it brings confidence to members of the public as the gold standard in the industry & is internationally recognized for its commitment to professionalism.

Joel See Pih Liang