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CTLA Fin Planners
(fee-based advisory)
+ CTLA Financial Planners
+ CTLA Financial Concepts
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+ Marketing Philosophy
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+ Shareholders' Opportunities
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What Is Financial Planning?
+ The Six Step Process
+ The Seven Principles
+ Child Education Planning
+ Retirement Planning
+ Estate Planning (Wills & Trusts)
+ CFP Mentoring Program
High-Impact Training Programs for Unit Trust Consultants, Financial Planners and Advisors marketing unit trusts.
1. For Financial Planners and Advisors
+ Managing Your Unit Trust Portfolio Well At All Times
2. For Unit Trust Consultants and Insurance Agents
+ Marketing & You - Do It Right To Be A Winner
3. For the Public and Investors
+ Power Concepts - For Investing Wisely

5 Good Reasons to be associated with CTLA

1. You have the best technical training program about unit trust
Most unit trust companies teach you more motivation than technical knowledge about the products that you market. That is because good trainers with real practical experience in unit trusts are hard to come by. One cannot market unit trusts based on networking or relationship alone. This approach may not last. It is equally important to understand well the technical aspects of unit trusts and the environment that influence their performance. At CTLA, you will be taught everything you need to know about unit trust and, in addition, all the related knowledge such as basic accounting, accounting ratios, marketing financial products and services, economics and so on. For more details, check out our training program in this website "The Making of the Good Consultant".

2. You have complete support from people at CTLA
If you are a leader with many consultants under you, you do not have to reinvent the wheel. CTLA already has all the training programs to make you and your group "good consultants". This way, you do not have to spend time conducting training for your group. Instead, your group can spend more time on sales and recruitment and generate more income. For corporate clients, CTLA can supply you with all the necessary information or make arrangements to do presentations on your behalf. Our CTL Workbook is a simple-to-use software which explains both technical and practical aspects of marketing unit trusts and is a "must have" marketing tool in order for one to do well in this business. More than 800 copies of this software have been sold to top successful unit trust agents in the industry. It is now only available to CTLA consultants and planners.

3. You can benefit from regular financial talks and updates
As a consultant, it is important that you keep up-todate in current affairs. This is where CTLA can provide you with the support in terms of market updates every Wednesday and also how the most popular funds in each category in the market is performing. However, note that past performance is no guarantee of future performance as prices of unit trusts can go up as well as down depending on market conditions. In addition, CTLA can make arrangements regularly for fund managers of different unit trusts to present their financial talks and latest information about their funds performance, market direction, sector allocation, and so forth. This will allow you to communicate with your investors and keep them updated.

4. You are free to pursue financial planning
Most unit trust companies requires you to be focus on their products and will not be happy if you also sell insurance, for example. Likewise, if you are an insurance agent, your company may not want you to sell unit trusts. Under such circumstances, you are unlikely to sell both products with a peace of mind. At CTLA, we encourage consultants to pursue financial planning as a profession and they are free to market related financial products and services.

5. You also learn to be a businessman not just a consultant
As you progress through the training program, and provided you are committed to excel, there is no doubt that you will make the grade of the good consultant. You are now ready to develop your skills further. By this time, you should be enjoying a very good income and managing a sizable group of consultants. You will be taught the skills of how to start a business, manage your resources efficiently and last but not least, cash flow. When you become successful, you are expected to help your group to achieve the same success.


CTLA Fin Concepts
(a marketing division)
Unit Trusts
+  APEX
+  TA INVEST
+  OSK-UOB
+  ING FUNDS
+  PRUDENTIAL
+  AMMUTUAL
+  RHB
+  HLG
Investment in Unit Trusts
+   Invest in the Plan, Not Products
+   Managing your unit trust portfolio well at all times
Wills & Trusts
+  OSK Wills
CTL Business Solutions Sdn Bhd
+   The CTL Workbook to teach you how to market unit trusts effectively
+   Reviews
+   Order a copy
Career Opportunities
+ 7 Good Reasons to be in financial services
+ 5 Good Reasons to be associated with CTLA
Training Programs
"The Making of the Good Consultant"
- by
Mike Lee