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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

Power Concept$ - For Investing Wisely

  • Why Do You Need To Invest
  • Understanding Risk
  • Basic Economic Indicators and How They Affect Your Investments
  • Strategies for Child Education and Retirement Planning
  • How To Prepare Your Budget and Manage Your Cash Flow


Managing Your Unit Trust Portfolio Well At All Times
  • Are Unit Trust Viable Investment Instruments?
  • Have You Invested In The Right Unit Trusts For Your Clients?
  • Basic Economic Indicators and How They Affect Your Investments
  • How To Re-balance Your Unit Trust Portfolio


The Investment Plan Is Your Blueprint For Success - How You Can Sleep Well and Accumulate Wealth
  • The Making of the Investment Plan
  • The Key Results Statement (KRS) to help you focus on what you do best
  • Relevant Economic Indicators and Indices
  • Child Education and Retirement Planning
  • Preparing the Investment Plan


How To Market Your Financial Products or Services Effectively
  • Know Yourself, Know Your Clients
  • Know Your Current Affairs
  • Know Your Marketing
  • Know How To Close


Marketing Your Way To Success
  • The Difference between Marketing and Selling
  • Know Your Clients and Assure Yourself of a Continuous Income Stream
  • How Some Marketing Laws Can Help You Triple Your Sales
  • How To Develop Your Marketing Plan and Key Results Statements


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