Tuesday, January 6, 2015

001 Me as a wealth planner.

Me as a wealth planner.

     This is my first blog. I am from Malaysia. I completed my CFP course in 2013, and become a wealth planner in a financial planning firm.
      I started my CFP course many many years back. I managed to passed all my Module 1 to 5 continuously, and then I deferred my last module as I do not see the practical use of this designation in this country yet.
     I completed my Module 6 after joining a financial planning firm as intern. This company provided me the products and skills to practiced in this industry. Having with this company for a year plus, I would say there are still a lot of improvements to be done. But why not grow with the company?
     I hope to jot down my thoughts as I go along the way. I know I have a lot to learn. Hopefully when I look back few years later, I will see how I grow.

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