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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
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
Just Released - Book by Mike Lee, CFP
 
- Truth About Unit Trust
- Investment Concepts
- Investment Strategies
- Child Education Planning
- Retirement Planning
- Decision Making Process
- Personal Finance and
   Budgeting
- Managing Your Financial
   Affairs

REVIEWS

"Not many books on unit trusts and how best to invest in unit trust funds are available. It is even more difficult to find books that look at investing from an investor's perspective. Power Concept$ by Mike Lee helps to bridge that gap. Power Concept$ is written for investors who want to understand basic concepts of unit trusts and how to fit them into their financial planning regime. Power Concept$ explains why you need to invest, and the types of risks involved. It goes on to tell us why unit trusts are good investments, and provides asset allocation strategies to help diversify risk. The book also explains the concept of dollar cost averaging and ways to average down your investment. Potential investors will find the book useful, as it comes with some clear-cut and concise information about unit trusts and how to manage your money and plan for the future".

Grace Kang,
Director, Perkasa Normandy Managers Sdn. Bhd (Licenced Fund Manager)



"Power Concept$ is indeed a comprehensive menu of good financial planning concepts, tools and strategies by an experienced and excellent financial planner. After reading Mike's book, readers will be able to effectively work with their financial planners to come out with a comprehensive financial plan to achieve their personal objectives"

Ong Keng Wee,
Senior Manager for Investments, Kenanga Unit Trusts Berhad



"Investing in unit trusts is increasing in popularity and has become part of the investment portfolio of many investors in Malaysia. It is indeed very crucial for investors to understand what unit trust investment is all about. In this regard, Mike Lee, as an author and a practitioner, has put in time and effort in publication of this book for the betterment of the industry. This book is written in a simple manner, allowing readers to understand easily the concepts of unit trust investment. It is a comprehensive and practical guide for investors of unit trusts. Therefore, I strongly recommend them to read it and to profit from investing in unit trusts"

Ho Seng Yee
Executive Director/ CEO, OSK-UOB Unit Trust Management Berhad



"Power Concept$ is written for investors who want to understand the whys and hows of investing in unit trust. All the basic building blocks are covered: the need to invest, the risks involved, unit trust as an option, asset allocation, dollar cost averaging and so on. There are interesting bits scattered throughout the book, such as common mistakes made by investors (investing their EPF funds into a bond fund, for example) and fund allocation strategies to achieve objectives such as retirement. Lee's approach is frank and straightforward. Simple suggestions made can be easily to be put into practice."

Elaine Boey
Personal Money



"Power Concept$ is written for investors who want to understand basic concepts of unit trusts and how to fit them into their financial planning regime. This book explains why you need to invest, and the types of risks involved. Potential investors will find this book useful, as it comes with some clear-cut and concise information about unit trusts and how to manage your money and plan for the future. Mike Lee not only provides insights into unit trusts and how they work, he also incorporates ideas and tips on managing financial affairs that he has accumulated from his years of experience in the financial planning business."

Reviewed by
The Institute of Chartered Secretaries and Administrators


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