CTLA FINANCIAL CONCEPTS was introduced as a Business Unit and Marketing Division of CTLA FINANCIAL PLANNERS SDN. BHD. on the 3 January 2005. The rationale for this new development is to separate the financial planning activities (which is conducted by CTLA Financial Planners Sdn. Bhd.) from that of marketing financial products and services (which is conducted by CTLA Financial Concepts.) This Marketing Division also create an opportunity for people who are already in financial services to work with us in order to widen their product range and sharpen their skills in financial services which they may not be able to do so in their present environment.

In this new environment, "MARKETING" and not 'SELLING' is the "Key" word. Our "Approach" to doing business with clients is to study what they need and not what we have to sell; and then satisfy those needs, and not glib talk and ‘pushing products’. Our "Focus" is to "Add-Value" to clients about what is best in their interest including communication on a regular basis and provision of information relevant to their situation. Our "Role" is to educate our clients about their own financial affairs and encourage them to play an active role in managing them.

In this fast changing and competitive environment, only the well-trained consultant who is also up-to-date in current affairs will do well. At CTLA Financial Concepts, we believe we have the training methodologies and experience to develop the right skills and knowledge to do a good job. We welcome committed individuals to come and work with us. We offer you the opportunity to broaden you income sources and the certainty of a regular income stream.