A financial planner is dedicated to offering comprehensive financial management services to customers, including security, preservation and accumulation of assets, as well as retirement plans.
A professional financial planner must hold an internationally recognized financial planner certificate, possess excellent knowledge and experience of financial planning, and have professional integrity. He or she must also be able to provide the most suitable financial plan in an objective manner.
Completion of a theoretical and practical financial planning programme in a recognized institute. The course content must include fundamentals of financial planning, study of insurance, study of investment, tax management, employee benefits, inheritance arrangement and intermediate financial planning.
Pass in the Certified Financial Planner Certification Examination. This is to test the candidate's ability in applying financial planning knowledge to real-life situation.
Possession of experience in practical financial planning to ensure that the person has the skills and knowledge in financial analysis and adjusting to changes in financial planning.
Continuing training annually for thorough understanding of the latest development trends in the profession of financial planning.
Agreement and strict observance of the professional integrity of being a financial planner.
Accountant
Investment consultant
Banker
Lawyer or inheritance planner
Financial planner
Retired benefits consultant
Insutance representative
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