Almost a decade ago, financial planners were literally unheard of. With Malaysians becoming more affluent and increased awareness, the demand for services of financial planners is growing rapidly. People these days have more sophisticated demands. They are no longer satisfied with simple investment planning, and are seeking out financial planners not only to manage their wealth but also to extend their kitty while maintaining or improving their lifestyle. Financial Planning is the process of meeting an individual’s life goals through the proper management of his finances. Life goals can include creating wealth, buying a house, going for vacations, saving for a child’s education or planning for retirement.

The CFP CERTIFICATION

The CERTIFIED FINANCIAL PLANNER^CM and CFP certification marks identify what a financial planner is, establishes a standard of professional practice and creates a “mark of quality” that consumers can recognize and for which practitioners may aspire to attain. The financial planner who uses this mark is recognized as having met the highest standards for the practice of financial planning. The international CFP Council works to ensure that a well-defined six-step process used by a financial planner will place the client’s interest and needs first. Today, these are more than 62,000 CFP certified practitioners worldwide and the number is growing.