ABOUT EFW – HOW IT WAS FORMED AND WHY?

EFW was developed with the intention to help more Malaysians be more savvy with their personal finances so that they can live a better life and provide better for their families.

The best place to start would be to work with organisations and their employees and contracted personnel.

FOREWORD BY FPAM

Linnet Lee, CEO, Financial Planning Association of Malaysia


In 2018 Financial Education Network was launched with a 5-year National Policy to help more Malaysians to be more financially stable through a 5-year Strategy.

FPAM, together with BFM took the call of the FEN to as a non-government body, to do our part by developing this series of interactive workshops for employees.

We would like to encourage more organisations to put their employees through these workshops as it can benefit the organisations when their employees are financially stable.


FOREWORD BY BFM MEDIA

Malek Ali, Founder, BFM Media


Personal finance has always been a central topic at BFM. Ringgit & Sense, BFM's flagship personal finance show, has been on the airwaves almost since we started, as we recognise the importance of propagating financial literacy among Malaysians.

But we need to do more. There is very little financial education built into Malaysian education system. So we thought why not introduce financial education at the workplace? After all, that's where we receive our paychecks, and the main source of our funds. We baked this idea more with the wonderful team at FPAM, and the BFM-FPAM Employee Financial Wellness programme was born.


OUR FACILITATORS

Kevin is a Licensed Financial Planner who is passionate in providing comprehensive financial advice and planning to families, professionals, retirees and small-business owners who are unsure about their financial options and need comprehensive, considerate and cost-effective advice. He is a firm believer that through effective financial management we will be able to take charge of our life and be able to pursuit our life goals, and dreams and realizing those dreams that really matter to us.

Kevin was also the Winner of the Malaysian Financial Planner of the Year Award (MFPYA) 2016 & 2017, which is led by Financial Planning Association of Malaysia in collaboration with all regulator - recognized financial planning associations in Malaysia. Kevin is a holder of the Capital Market Services Representative License, and Financial Adviser Representative license issued by Securities Commission Malaysia and Bank Negara Malaysia.

He is also a MBA holder and a Registered Financial Planner (RFP) and CFP Professional. He practices financial planning and advisory at VKA Wealth Planners Sdn. Bhd, a Malaysian home grown leading financial planning firm that aspire to become Malaysian Top Choice Comprehensive Financial Planning firm.

As a proactive person who looks to connect people to a financially fulfilling life, Kevin actively shares his view and knowledge to the public via public seminar, writing of column and have it published on personal finance magazine, newspaper and contribute his opinions during media enquiry and interview.

Selina, a CFP Professional and holder of Capital Market Services Representative's License (CMSRL) from the Securities Commission of Malaysia is a licensed financial planner with Coreplus Advisory Sdn Bhd.

Selina began her career in the higher education sector along with training and skills development for SME employees. She spent nearly a decade there then went on to set up the family business. Accumulatively, she has more than 20 years of corporate and business experience in finance, personal tax, general management, coaching and training.

Selina holds a Bachelors and Masters in Business Administration, both majoring in Finance. She is a doctoral candidate examining a financial capability model to explore the underlying factors influencing the financial literacy and financial wellbeing of emerging adults in Malaysia.

As a firm believer of holistic financial planning, Selina is passionate about educating her clients and assisting them to plan their finances better in order to realize their financial life goals and achieve long term financial success.

Shing Yee Ling, a CFP Professional, IFP Certificant and holder of Capital Market Services Representative's License (CMSRL) from the Securities Commission of Malaysia is a licensed Financial Planner with VKA Wealth Planners Sdn Bhd.

Yee Ling holds a Bachelors of Business, majoring in Accountancy. Starting out in one of Big Four Accounting firm and subsequently worked as a Finance Manager in a local café chain. She learned about investments in Unit Trust Industry and eventually embarked on Financial Planning journey since 2010. She has 25 years of Corporate and Business experience in Finance, Accounting, Personal Tax and Financial Planning.

What is closest to Yee Ling’s heart? She believes every Malaysian can achieve their Life Goals and retires comfortably. Using Holistic approach in Client Management, she strives to always put her clients’ interest first.

Lim Hooi Hooi, Certified Financial Planner (CFP Professional), is the Director and Co-founder of Coreplus Advisory Sdn Bhd. She spends over 18 years in the financial services industry.

Lim Hooi Hooi has helped many clients from all walks of life to take charge of their finances. This is done through customizing and tailoring her advice frameworks specifically to individual client's needs.

She has conducted various financial planning related workshops / training courses for NGOs, SMEs and university’s students. With partners, she continues to provide comprehensive financial planning solutions to clients, covers all aspects of personal financial planning.

Lim Hooi Hooi is the Past President of JCI Petaling Jaya. She is very passionate in youth development works via her active youth NGOs’ involvements.


OUR FACILITATORS

Linnet Lee, CFP CERT TM, IFP®, CEO of Financial Planning Association of Malaysia, a non-profit, non-government organisation with the vision to establish financial planning as a recognised profession through the promotion of excellence in financial planning for the benefit of all Malaysians.

She spearheaded the CMDF-funded www.SmartFinance.my, a financial education website with independent, reliable financial lessons and access to real Licensed Financial Planners for the public. SmartFinance was launched on 23.7.2018

Media Engagement for Public Financial Education:

  1. Talks for organisations: Tokio Marine, See Hoy Chan, Bursa Malaysia Derivatives, Axa Insurance, Securities Commission.
  2. Publications: 4E1, Money Compass, UT Today, Smart Investor, The Sun, Star, Focus Malaysia, Malaysian Reserve, Property Insight, Nanyang Siang Pau, Sin Chew Jit Poh, The Edge.
  3. Talk shows: Astro Awani, Bernama, FB, TV3, TV1 and BFM89.9, Asia BizTech

Previous Experiences:

  1. Independent workshop facilitator & developer, registered with HRDF for sales, attitudinal & financial planning related topics.
  2. Licensed Financial Planner, Financial Adviser Representative, tied-agent and estate planner.
  3. Commercial organisations experience as employee in management, sales, operations and administration.

Qualifications:

  • CFP CERT TM, FPAM
  • IFP®, IBFIM-FPAM
  • Certified practitioner in Neuro Semantics (NS) & Neuro-Linguistic Programming, ISNS
  • PCEIA & CEILLI

Hellen holds a Master’s in Business Administration majoring in Finance. She is also a Certified Financial Planner (CFP Professioal). A large part of her career was spent working in the financial industry for more than 20 years in a wide variety of businesses ranging from banking, finance, credit & leasing to insurance and trusteeship. Her last posting was as General Manager of wealth management in the consumer banking division of a local bank. In her role, she oversees the bank’s deposits, unit trust, structured products, bancassurance and taking care of the privileged banking segment of the bank’s customers.

Hellen had since left employment to pursue her passion to set up her own cooking school. She has been operating the cooking school for 10 years now using her knowledge and skills of finance, marketing, risk management, analytics and applying principles of financial planning into her daily running of the school.

Hellen is always passionate to share her knowledge and skills in managing a business as one would do with your own finances to secure a stable financial future.

Name: Lim Sheh Ping @ Wilfred
Position: Director, Practical Wealth Sdn Bhd
Nationality: Malaysian
Date of Birth: 28 Feb 1968
Place of Birth: Tawau, Sabah
Age: 53 years old

Academic Qualifications

2003 - Bachelor of Science Honours in Zoology, Universiti Kebangsaan Malaysia, Bangi
1987 - Sijil Tinggi Pelajaran Malaysia (STPM), Sekolah Menengah Kebangsaan All Saints, Kota Kinabalu
1985 - Sijil Pelajaran Malaysia (SPM), Sekolah Menengah Kebangsaan Tawau
1983 - Sijil Rendah Pelajaran (SRP), Sekolah Menengah Kebangsaan Tawau

Professional Qualifications

2006 - Certified Financial Planner (CFP), Financial Planning Association of Malaysia
2009 - Registered Financial Planner (IFP), Malaysia Financial Planning Council
2015 - HRDF Trained the Trainer, Access Ideas Malaysia
2018 - Islamic Financial Planner (IFP), Islamic Banking & Finance Institute Malaysia Awarded the Highest Achiever Award in Islamic Financial Planner for 2018

Working Experiences

1993-1995 - World Wide Fund for Nature Malaysia Research Executive
1996-2003 - Forest Research Center, Sepilok, Sandakan Researcher
2000 to present - Public Mutual Unit Trust Consultant
2002 to 2019 - Rockwills Corporation Estate Planner
2003 to 2007 - AIA Malaysia Insurance Advisor
2007 to 2012 - Phillip Wealth Planner Licensed Financial Planner
2008 to 2014 - State Insurance Broker Life Insurance Advisor
2012 to 2015 - Financial Planning Association of Malaysia, Sabah Chaper CFP Trainer
2013 to 2017 - VKA Wealth Planner Licensed Financial Planner
2015 to present - Practical Wealth CFP trainer

Social

2012-2015, 2018 to 2020 - Chapter Chairman, Sabah Chapter of Financial Planning Association of Malaysia (FPAM).
2009-2011 - Committee for Program & Education, Sabah Chapter of Financial Planning Association of Malaysia (FPAM).
2018 to present - Vice President of SME Sabah Association.

Held various positions in Sandakan Toastmasters Club, Toihaan Toastmasters Club and Lions Club Sandakan Selingan,

Others

  • Contributed weekly articles on Retirement and Inheritance Planning to Borneo Post in 2007/2008.
  • Written articles published in Money Compass

OUR FACILITATORS

Linnet Lee, CFP CERT TM, IFP®, CEO of Financial Planning Association of Malaysia, a non-profit, non-government organisation with the vision to establish financial planning as a recognised profession through the promotion of excellence in financial planning for the benefit of all Malaysians.

She spearheaded the CMDF-funded www.SmartFinance.my, a financial education website with independent, reliable financial lessons and access to real Licensed Financial Planners for the public. SmartFinance was launched on 23.7.2018

Media Engagement for Public Financial Education:

  1. Talks for organisations: Tokio Marine, See Hoy Chan, Bursa Malaysia Derivatives, Axa Insurance, Securities Commission.
  2. Publications: 4E1, Money Compass, UT Today, Smart Investor, The Sun, Star, Focus Malaysia, Malaysian Reserve, Property Insight, Nanyang Siang Pau, Sin Chew Jit Poh, The Edge.
  3. Talk shows: Astro Awani, Bernama, FB, TV3, TV1 and BFM89.9, Asia BizTech

Previous Experiences:

  1. Independent workshop facilitator & developer, registered with HRDF for sales, attitudinal & financial planning related topics.
  2. Licensed Financial Planner, Financial Adviser Representative, tied-agent and estate planner.
  3. Commercial organisations experience as employee in management, sales, operations and administration.

Qualifications:

  • CFP CERT TM, FPAM
  • IFP®, IBFIM-FPAM
  • Certified practitioner in Neuro Semantics (NS) & Neuro-Linguistic Programming, ISNS
  • PCEIA & CEILLI

Shing Yee Ling, a CFP Professional, IFP Certificant and holder of Capital Market Services Representative's License (CMSRL) from the Securities Commission of Malaysia is a licensed Financial Planner with VKA Wealth Planners Sdn Bhd.

Yee Ling holds a Bachelors of Business, majoring in Accountancy. Starting out in one of Big Four Accounting firm and subsequently worked as a Finance Manager in a local café chain. She learned about investments in Unit Trust Industry and eventually embarked on Financial Planning journey since 2010. She has 25 years of Corporate and Business experience in Finance, Accounting, Personal Tax and Financial Planning.

What is closest to Yee Ling’s heart? She believes every Malaysian can achieve their Life Goals and retires comfortably. Using Holistic approach in Client Management, she strives to always put her clients’ interest first.

Name: Lim Sheh Ping @ Wilfred
Position: Director, Practical Wealth Sdn Bhd
Nationality: Malaysian
Date of Birth: 28 Feb 1968
Place of Birth: Tawau, Sabah
Age: 53 years old

Academic Qualifications

2003 - Bachelor of Science Honours in Zoology, Universiti Kebangsaan Malaysia, Bangi
1987 - Sijil Tinggi Pelajaran Malaysia (STPM), Sekolah Menengah Kebangsaan All Saints, Kota Kinabalu
1985 - Sijil Pelajaran Malaysia (SPM), Sekolah Menengah Kebangsaan Tawau
1983 - Sijil Rendah Pelajaran (SRP), Sekolah Menengah Kebangsaan Tawau

Professional Qualifications

2006 - Certified Financial Planner (CFP), Financial Planning Association of Malaysia
2009 - Registered Financial Planner (IFP), Malaysia Financial Planning Council
2015 - HRDF Trained the Trainer, Access Ideas Malaysia
2018 - Islamic Financial Planner (IFP), Islamic Banking & Finance Institute Malaysia Awarded the Highest Achiever Award in Islamic Financial Planner for 2018

Working Experiences

1993-1995 - World Wide Fund for Nature Malaysia Research Executive
1996-2003 - Forest Research Center, Sepilok, Sandakan Researcher
2000 to present - Public Mutual Unit Trust Consultant
2002 to 2019 - Rockwills Corporation Estate Planner
2003 to 2007 - AIA Malaysia Insurance Advisor
2007 to 2012 - Phillip Wealth Planner Licensed Financial Planner
2008 to 2014 - State Insurance Broker Life Insurance Advisor
2012 to 2015 - Financial Planning Association of Malaysia, Sabah Chaper CFP Trainer
2013 to 2017 - VKA Wealth Planner Licensed Financial Planner
2015 to present - Practical Wealth CFP trainer

Social

2012-2015, 2018 to 2020 - Chapter Chairman, Sabah Chapter of Financial Planning Association of Malaysia (FPAM).
2009-2011 - Committee for Program & Education, Sabah Chapter of Financial Planning Association of Malaysia (FPAM).
2018 to present - Vice President of SME Sabah Association.

Held various positions in Sandakan Toastmasters Club, Toihaan Toastmasters Club and Lions Club Sandakan Selingan,

Others

  • Contributed weekly articles on Retirement and Inheritance Planning to Borneo Post in 2007/2008.
  • Written articles published in Money Compass
CLICK TO LISTEN