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NEW! POWER CONCEPT$ 2 - "Positioning: Turning Fear Into Profits - How you can sleep well and accumulate wealth"
Under review and publication, expected launch in early February 2012. See Preface to get a synopsis of the book.
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Attention: Licensed Holders (CMSRL)
CUTA LICENCE
CTLA is also a CUTA (Corporate Unit Trust Advisor), a license issued by the Securities Commission of Malaysia to market and distribute multiple unit trust funds. CTLA now has two licences:
1. Investment Advisor (Financial Planning Activities)
2. Investment Advisor (Dealing in securites - unit trusts)
INVITATION TO JOIN US
CTLA is a small financial planning company and owns a 1700 sq. ft office at Dataran Prima, Petaling Jaya. With only three licensed investment representatives, it is our wish to expand the
number of investment advisors to tap the growing business. Our main focus is in investment planning and portfolio management (unit trust funds) which is one the biggest growth areas in terms
of market and demand.
If you are a holder of a CMSR Licence (CFP or RFP) and is working alone as a unit trust consultant or sole practitioner and has a keen desire to learn/practise investment planning, we
invite you to join us - initially as a licensed representative and later as a partner/shareholder to synergise our expertise and help build the business together (please also view details in this
web under shareholders' opportunities). Also, those who are keen to apply for CUTA but is not ready to comply with all the regulations may talk to us about working together as there is no need to
reinvent the wheel as CTLA already has all the necessary documentations and system in place.
The long term prospects are bright if you understand how the big accounting and law firms are built. The potential for investment planning is huge, it is our role to build the future. Would
you like to be part of the bigger team? Contact Mike Lee (019-2236 208) and/or Alice Ng (012-3717 375) for a discussion.
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Attention: Young EPF Contributors.
You now have the opportunity to increase your retirement fund substantially
ONLY if you follow a proper plan to invest your eligible EPF funds wisely. Our licensed financial planners can help you achieve your retirement
goals at no extra costs than the 3% commission rates allowable under the EPF scheme. Call now and talk to us at 03-7806 1422.
Read more...
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Book by Mike Lee, CFP, RFP
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- Truth About Unit Trust
- Investment Concepts
- Investment Strategies
- Child Education Planning
- Retirement Planning
- Decision Making Process
- Personal Finance and
Budgeting
- Managing Your Financial
Affairs
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Read the REVIEWS and PREFACE
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"The Making of the Good Consultant" by Mike Lee
is described as "A Picture Worth A Thousand Words"
(why you do not need to over-talk and under-sell a must-have workbook for unit trust consultants and financial planners)
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See Reviews
Order a copy
Ask for a preview - Call 019 2236208
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Contents approx. 180 pages:
- Time Value of Money
- Cash Is King (Regular Savings)
- Don't Rent Your Money; Invest For
More
- Asset Allocation Balancing Risk-Return
- Maximizing Returns using EPF Funds
- How does Dollar Cost Averaging works
- Are Distributions & Unit Splits
beneficial?
- Investment Strategies for Child
Education
- Investment Strategies for Retirement
- Understanding the Marketing Function
- Understanding Basic Economic
Indicators
- Accounting Ratios for Investments
- How does Single Pricing Works
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Corporate Talks |
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We provide free educational talks to companies who are keen to educate their employees about personal
finance so that they can manage their own finances properly. We believe that when employees can manage
their finances better, they will bring less problems to the working place, hence, increasing productivity.
Why not include our free program into your own? Add this to your employees' benefits to show that you care.
Call 03-7806 1422 or Mike Lee at 019-2236 208
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Free Educational Talks |
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We also conduct free educational talks for our investors and the public.
This series of talks about personal finance and financial planning have been endorsed by the Malaysian Financial Planning Council (MFPC) for CPD hours. Each 1-hour talk qualifies for 1 CPD hour for RFP designees.
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Write a Will or Trust? |
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If you plan to write a will, let our planners help you. We can give you advice that an ordinary will writer
may not be able to do so. We look deeper into your needs to ensure that your will is complete to protect
your interests. Call our Business Unit (Wills) at 03-7806 1422 or Elizabeth Young at 019-2329 388
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