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CTLA Fin Planners
(fee-based advisory)
+ CTLA Financial Planners
+ CTLA Financial Concepts
+ Vision & Mission
+ Marketing Philosophy
+ Management
+ Shareholders' Opportunities
+ Contact Us
What Is Financial Planning?
+ The Six Step Process
+ The Seven Principles
+ Child Education Planning
+ Retirement Planning
+ Estate Planning (Wills & Trusts)
+ CFP Mentoring Program
Education - CPE/CPD series:
Investment Training Programs for Unit Trust Consultants, Financial Planners and Advisors marketing unit trusts:
+ Power Concept$ - For Investing Wisely
+ Dollar Cost Averaging - "A Winner's Strategy or Loser's Trap"
+ Managing your unit trust portfolio well at all times
+ The Investment Plan is your blueprint for success - how you can sleep well and accumulate wealth
Marketing Programs for Unit Trust Consultants, Insurance Agents and Anyone marketing financial products and services:
+ How to market financial products and services effectively
+ Marketing your way to success

CTLA FINANCIAL PLANNERS SDN. BHD. "CTLA" (formerly known as CTL Associates) is a licensed financial planning company established in April 2002. CTLA offers a wide range of financial planning services to help individuals and corporations to attain their financial life goals and corporate objectives respectively. Some of the financial concepts include:

  • Investment planning for individuals (including EPF scheme) and corporations
  • Child Education Planning
  • Retirement Planning
  • Insurance Planning and Risk Management
  • Cash Flow Planning
  • Estate Planning (Wills and Trusts Planning)
CTLA is managed by Mike Lee who is a Certified Financial Planner (CFP), a Registered Financial Planner (RFP), a Chartered Marketer (MCIM) and Chartered Secretary (FCIS). He has over 25 years of experience in the corporate sector including the last 9 years in financial planning services. He is assisted by a team of qualified and experienced financial planners who combined have a total of over 20 years’ experience in the business.

Our licence number is CMSL/A0166/2007. You may view our listing at www.sc.com.my / Licensed Intermediaries / List of Licensed Investment Advisors (Financial Planners).

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 fee-based financial planning activities (which is conducted by CTLA Financial Planners Sdn. Bhd.) from that of commission-based marketing of financial products and services (which is conducted by CTLA Financial Concepts.)

CTLA is also a CUTA
(Corporate Unit Trust Adviser)
Unit Trust Funds
+  TA
+  Apex
+  Philip Mutual
+  iFAST Capital
+  Prudential
+  Hong Leong
+  OSK-UOB
+  OPUS
+  Manulife
Investment in Unit Trusts
+   Invest in the Plan, Not Products
+   Managing your unit trust portfolio well at all times
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
© 2002 - 2007 CTLA Financial Planners Sdn Bhd