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CTLA Fin Planners
(fee-based advisory)
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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
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 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