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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
High-Impact Training Programs for Unit Trust Consultants, Financial Planners and Advisors marketing unit trusts.
1. For Financial Planners and Advisors
+ Managing Your Unit Trust Portfolio Well At All Times
2. For Unit Trust Consultants and Insurance Agents
+ Marketing & You - Do It Right To Be A Winner
3. For the Public and Investors
+ Power Concepts - For Investing Wisely
Published Articles
 
  1. To Practise or Not To Practise (4E Journal, Vol 4, 3 Dec 2004 FPAM)
  2. Managing Your Unit Trust Portfolio Well At All Times (May 2008 Issue in PERSONAL MONEY)
  3. Marketing Concepts - Do It Right - Your Route To Success (Aug 2008 Special Issue in Financial 1st - MFPC)
  4. Investing in Unit Trust - What does it mean to you? (28 Nov 2008, Phillip Mutual website - eUnittrust.com.my)
  5. The Investment Plan - Certainly a better way to invest (26 December, 2008 - Phillip Mutual website - eUnittrust.com.my)
  6. A Common Sense Approach To Choosing Unit Trusts (UT Today, Vol 7 2009)

CTLA Fin Concepts
(a marketing division)
Unit Trusts
+  APEX
+  TA INVEST
+  OSK-UOB
+  ING FUNDS
+  PRUDENTIAL
+  AMMUTUAL
+  PHILLIP
+  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