Malaysia Financial Planning Day 2024
It was an absolute pleasure moderating the roundtable discussion on the Bolts and Nuts of a Financial Planning Career at Malaysia Financial Planning Day on 12 Oct 24. I was amazed by the enthusiastic turnout from students across the country, from Kedah to Johor and Terengganu.
My panelists, Raju KR, ChFC, CFP and Idham Idris CFP, RFP, Shariah RFP , shared their insightful perspectives on the challenges and rewards of this profession. We explored the stark differences in dating budgets between their generation and today’s, highlighting the importance of financial planning in a world of rising inflation.
I was impressed by the students’ keen interest in the field, as evidenced by the numerous questions they posed during the Q&A session. It’s clear that there’s a growing desire among young people to make a positive impact on others’ financial well-being.
My biggest takeaway for them? Focus on your client’s need, and you’ll be on the right track. 💡
Thanks to the Malaysian Financial Planning Council (MFPC) for organizing this event and bringing together students from different universities.
Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs.
Published By:
Lynn Say
Spending time as a chartered accountant in the corporate world gave me perspective on the importance of financial planning for a company. Every company I worked with had an accountant or an army of accountants. This led me to wonder: why are there no accountants for your personal finances?
My clients seek my assistance for a comprehensive financial plan or on specific areas of personal finances that they are concerned with. Sometimes, it could just be as simple as understanding and making a comparison between products. My advice helps save time and money, but more importantly, it’s to prevent anyone from making costly errors due to a lack of better judgement. As an independent adviser, I am not tied to any financial institutions, which makes my recommendations impartial.
I put myself in your shoes to understand your perspective and way of life, so I can help plan, identify potential risks, and find the best solution for you.
