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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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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.(SIDC CPE-Accredited: 10CPE Points)
+ Program 1 - Technical Workshop to help you understand why unit trusts are viable and profitable investment instruments for all types of investors if only you know how to structure your plans and strategies.
+ Program 2 - Marketing Workshop to help you understand important marketing concepts and laws to enhance your skills and approach,including developing your own marketing plan and key results statements to achieve success.
CTLA Management

Licenced Investment Representatives

1. Mike Lee
Licence Number CMSRL/A3201/2007

2. Arbayah Binti Ismail
Licence Number CMSRL/A3203/2007

3. Alice Ng Lai Chin
License Number CMSRL/A9174/2008



The Board Of Directors

Mike Lee CFP, RFP, FCIS, MCIM
Managing Director
Email: mikelee@ctla.com.my

Alice Ng Lai Chin CFP
Director
Email: aliceng@ctla.com.my

Elizabeth Young AFPM
Executive Director
Email: eliz@ctla.com.my

Rozzana Mohd Sazali AFPM, BA (Hons) Acc.
Executive Director
Email: rozzana@ctla.com.my

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
© 2002 - 2007 CTLA Financial Planners Sdn Bhd