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What is Your “Return on Life™?”
We are looking for:
Responsibilities:
** If you are interested, contact us now at info@coreplusadvisory.com.my
A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the client’s status and setting up a program to help the client meet those
Financial planners work with individuals, families and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. The clients provide relevant financial information during an initial interview, answering questions about their total annual income, debt obligations, monthly expenses not related to debt, current investment holdings, savings account balances, tax liabilities and insurance plans. Financial planners analyze this information and present realistic, meaningful recommendations based on their clients’ financial situations and goals.
In Malaysia, those who practice as a Financial Planner must undertake any one of below education program recognised by the Securities Commission and Bank Negara Malaysia:
These are specifically designed to provide the knowledge, skills and qualifications for you to become a financial planner, help practicing financial planners maintain their credentials, and keep financial planners up to date with the changes affecting the sector
Once you have accredited the qualification, you must apply the required licenses with Bank Negara Malaysia (BNM) and Securities Commission (SC) before you can carry out financial planning activities.
CorePlus Advisory is a growing financial planning firm in Malaysia. We provide professional financial consultation to clients around a range of wealth planning services. The founders of CorePlus Advisory have a combined experience of 60 years in this field. As a representative at CorePlus Advisory, you will benefit from the opportunity to work alongside our high-performing team of professionals.
Additionally, CorePlus Advisory holds many advantages which makes us stand out among other agencies:
| CorePlus | Agency |
|---|---|
| We represent clients | Represents company |
| We provide personalized financial life coaching & financial planning to help individuals, families, and professionals align their wealth with life goals | Products oriented |
| We have products from more than 1 company (currently we have more than 20 UTMC and more than 300 funds) | Products from only 1 company |
| We provide more than 1 asset class (shares, UT, offshore investments and more) | Only 1 asset class |
| We have a wide choice of products under one roof which saves time and cost | Limited choices and time consuming to compare different company’s products |
If you are interested, contact us now at coreplusadvisory@gmail.com
Schedule a session with our expert financial life coaches today.
A financial planning firm licensed by Securities Commission