“Smart Finance is a platform that bridges members of the public with licensed financial planners of their preferences. On top of that, having the toolkits doesn’t only aid the users but also benefits planners to advise better. Overall, as a planner and a user of this platform, I would gladly recommend this to my fellow peers and friends.”
“I recently had the opportunity to attend FINPLAN4U as an observer, supporting my team of financial planners who were offering consultations. What struck me most about this event was its genuine commitment to financial empowerment. The public had access to real financial planners, receiving advice tailored to their unique situations in an environment free from sales pressure. This approach not only demystifies financial planning but also directs people towards reliable advice, steering them away from potentially harmful financial decisions. It’s initiatives like these that reinforce the value of sound financial guidance and the importance of seeking it from the right sources.”
“Thank you to Mr Ooi and Ms Nieza for their effort to initiate the Smart Finance – Cohort 2 for licensed financial planners.
Managed to get 19 leads throughout the 2 weeks campaign. 16 Free Financial Health Consultations sessions were conducted and 2 signed up.
The majority of attendees were sincere in their engagement and valued the opportunity for Free 1 to 1 financial consultation. Beyond potential business prospects arising from those seeking more systematic and comprehensive financial life coaching, we believe the campaign has contributed meaningfully to enhancing the attendees’ financial literacy and their overall financial well-being. Looking forward to SmartFinance’s upcoming financial literacy projects. “
“Having obtained my CFP certification in 2020, I’ve been carrying out my day-to-day financial advisory duties with a lot of job satisfaction. To me, the CFP certification has equipped me with a lot of knowledge which helps me to provide comprehensive financial planning advisory services to my clients. Not only that, the CFP certifications also enhance my credibility and strengthen my self confidence in carrying out my tasks.
Being a CFP practitioner, I truly like the emphasis on the importance of ethical behaviour and fiduciary responsibility. This commitment to high ethical standards has not only instilled trust and confidence in my clients but has also set a standard for my professional conduct. As we practice to put the client’s best interests first, which very much aligns with my dedication in providing objective driven and unbiased financial advice.
In brief, obtaining the CFP certification is a transformation in my career and a very encouraging experience. Being in the network with many other CFP practitioners also provides me with a very good and positive learning platform to elevate my knowledge and my expertise. It enforces my commitment to serving clients with a high level of competence and integrity. I am glad and proud to endorse the CFP designation to anyone who is seeking a rewarding and impactful career in the financial advisory field.”
“I extend my sincere gratitude to the Financial Planning Association of Malaysia (FPAM) for offering the Certified Financial Planner (CFP) Certification Programme and organising invaluable workshops. As a Licensed Financial Planner and proud FPAM member, these resources have been instrumental in enhancing my financial knowledge and refining my skills. The comprehensive curriculum and interactive workshops not only facilitated my CFP certification and personal professional development but also provided continuous learning opportunities. FPAM’s commitment to elevating the standards of financial planning in Malaysia is commendable, and I am truly grateful for the pivotal role it has played in my professional development. Thank you for fostering excellence in the financial planning community.
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