Home | Training & Development | Published Articles
 
      

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
Ongoing Training & Development Events:

Every Monday 7.00 - 8.30 pm
- Technical Workshop / Case Studies conducted by Mike Lee CFP

Every Thursday 7.00 - 8.30 pm
- Market Updates and Funds Performance conducted by Mike Lee CFP

(Note: The above training events will be cancelled if it is a public holiday or superceded by upcoming events - see below )


Upcoming Events:

Date: 06 Nov 2008
Subject: New Fund briefing - TA North Asia Opportunity Capital Protected Fund and Market Update
Speaker: Eric Chee, Head - Sales and Marketing
Company: TA Investment Services Berhad


Previous Events:

Date: 24 Aug 2008
Subject: Funds and Market Update
Speaker: Anthony Ang, Assistant Vice-President
Company: OSK Unit Trust Management Berhad
 
Date: 07 Aug 2008
Subject: ING Capital Protected Fund- Annual Income Climate
Speaker: Andy Chan, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 04 Aug 2008
Subject: Funds and Market Update
Speaker: Wickie Poh, Senior Regional Sales Executive
Company: HLG Unit Trust Berhad
 
Date: 24 July 2008
Subject: New Fund briefing - International Bank Target 8 Fund
Speaker: Victor Yee, Relationship Manager
Company: Prudential Fund Management Berhad
 
Date: 17 July 2008
Subject: New Fund briefing- Am Emerging Market Bond
Speaker: Grace Lok, Head of Group Sales
Company: AmInvestment Services Berhad
 
Date: 10 July 2008
Subject: New Fund briefing - Income Alpha Fund
Speaker: Anthony Ang, Assistant Vice-President
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 19 June 2008
Subject: Funds and Market Update
Speaker: Andy Chan, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 12 June 2008
Subject: New Fund briefing - PM Origin
Speaker: Victor Yee, Relationship Manager
Company: Prudential Fund Management Berhad
 
Date: 05 June 2008
Subject: New Fund briefing - Global Capital Fund
Speaker: Anthony Ang, Assistant Vice-President
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 22 May 2008
Subject: New Fund briefing - Dana Focus
Speaker: Eric Chee, Head - Sales and Marketing
Company: TA Investment Services Berhad
 
Date: 15 May 2008
Subject: Funds and Market Update
Speaker: Alice Wong, Manager, Sales & Marketing
Company: HLG Unit Trust Berhad
 
Date: 24 Apr 2008
Subject: Funds and Market Updates
Speaker: Anthony Ang, Assistant Vice-President
Company: OSK Unit Trust Management Berhad
 
Date: 17 Apr 2008
Subject: ING AAA Capital Protected Fund
Speaker: Andy Chan, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 10 Apr 2008
Subject: Funds and Market Updates
Speaker: Alan Lau - Manager, Sales and Marketing
Company: RHB Investment Services Sdn. Berhad
 
Date: 27 Mar 2008
Subject: Funds and Market Updates
Speaker: Victor Yee, Relationship Manager, Retail Marketing & Distribution
Company: Prudential Fund Management Berhad
 
Date: 19 Mar 2008
Subject: HLG Diversified Strategic Fund
Speaker: Alice Wong - Manager, Sales and Marketing
Company: HLG Unit Trust Berhad
 
Date: 13 Mar 2008
Subject: Funds and Market Updates
Speaker: Grace Lok, Head of Group Sales
Company: AmInvestment Services Berhad
 
Date: 06 Mar 2008
Subject: Funds and Market Updates
Speaker: Eric Chee, AGM, Head of Sales and Marketing
Company: TA Investment Management Berhad
 
Date: 28 Feb 2008
Subject: OSK Malaysia Dividend Fund
Speaker: Anthony Ang, Assistant Vice-President
Company: OSK Unit Trust Management Berhad
 
Date: 18 Feb 2008
Subject: Prudential Country Selection Fund
Speaker: Victor Yee, Relationship Manager, Retail Marketing & Distribution
Company: Prudential Fund Management Berhad
 
Date: 17 Jan 2008
Subject: AmGlobal Currencies Cap Guaranteed Fund
Speaker: Grace Lok, Head of Group Salest
Company: AmInvestment Services Berhad
 
Date: 14 Jan 2008
Subject: OSK-UOB Asian Growth Opportunities Fund
Speaker: Anthony Ang, Assistant Vice-President
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 07 Jan 2008
Subject: HLG Global Value Fund
Speaker: Alice Wong, Head of Retail Sales
Company: HLG Unit Trust Berhad
 
Date: 03 Jan 2008
Subject: Prudential Global Emerging Markets Fund
Speaker: Sabrina Gan, Mutual Fund Investment Specialist
Company: Schroder Fund Management Ltd.
 
Date: 10 Dec 2007
Subject: China Success Story and its Continous Exponential Growth.
Discover How You Can Enjoy Potential High
Speaker: Andy Chan, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 06 Dec 2007
Subject: Funds Update
Speaker: Alan Lau, Manager, Sales & Marketing
Company: RHB Unit Trust Berhad
 
Date: 26 Nov 2007
Subject: OSK-UOB Big Capital China Enterprise Fund
Speaker: Anthony Ang, Assistant Vice-President
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 22 Nov 2007
Subject: HLG European Dividend Growth Fund
Speaker: Alice Wong, Manager, Sales & Marketing
Company: HLG Unit Trust Berhad
 
Date: 19 Nov 2007
Subject: Am Precious Metal Fund
Speaker: Ng Chze How, Director of Retail Sales
Company: AmInvestment Services Berhad
 
Date: 22 Oct 2007
Subject: AmClimate Change Fund
Speaker: Ng Chze How, Director of Retail Sales
Company: AmInvestment Services Berhad
 
Date: 18 Oct 2007
Subject: PRU 08 Capital Protected Asian Infrastructured Fund
Speaker: Edward Ooi, Director of Institutional Sales
Company: Prudential Fund Management Berhad
 
Date: 04 Oct 2007
Subject: ING Baraka Commodities Capital Protected
Speaker: Andy Chan, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 27 Sep 2007
Subject: OSK Thematic Growth Fund
Speaker: Chris Wong, Assistant Vice President (Agency & Business Development)
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 13 Sep 2007
Subject: AmPrecious Metal Fund and Market Outlook
Speaker: Ng Tse How, Director of Retail Sales
Company: AmInvestment Services Berhad
 
Date: 06 Sep 2007
Subject: TA ABN AMRO Utilities Fund
Speaker: Eric Chee, AGM, Head of Sales & Marketing
Company: TA Investment Management Berhad
 
Date: 23 Aug 2007
Subject: HLG Asia-Pacific Property Income Plus Fund
Speaker: Alice Wong, Manager, Sales & Marketing
Company: HLG Unit Trust Berhad
 
Date: 16 Aug 2007
Subject: Dual Opportunity Fund
Speaker: Grace Lok, Group Sales Manager
Company: AmInvestment Services Berhad
 
Date: 09 Aug 2007
Subject: ING Baraka II and Funds Update
Speaker: Ismitz Matthew, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 02 Jul 2007
Subject: HLG Asia Pacific Infrastructure Fund
Speaker: Alice Wong, Manager, Sales & Marketing
Company: HLG Unit Trust Berhad
 
Date: 28 Jun 2007
Subject: Estate Planning Updates
Speaker: Inderjit Singh, Associate, Estate Planning Services & Training
Company: OSK Wills
 
Date: 25 Jun 2007
Subject: Global Enhanced Equity Fund
Speaker: Grace Lok, Group Sales Manager
Company: AmInvestment Services Berhad
 
Date: 04 Jun 2007
Subject: AmAsian Currencies Capital Protected Fund
Speaker: Courtney Soh, Marketing Executive
Company: AmInvestment Services Berhad
 
Date: 23 Apr 2007
Subject: AmGlobal Agribusiness Fund
Speaker: Paul Shi, Business Development Manager
Company: AmInvestment Services Berhad
 
Date: 19 Apr 2007
Subject: OSK-UOB Dragon Fund
Speaker: Chris Wong, Assistant Vice President (Agency & Business Development)
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 29 Mar 2007
Subject: Is Multi Asset Investment for you?
Speaker: Wong Ming Foong, Business Development Manager
Company: Russel Investment Group
 
Date: 19 Mar 2007
Subject: OSK-UOB Muhhibah Income Fund
Speaker: Edward Ooi, Senior Manager, Marketing
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 15 Mar 2007
Subject: ING Global Dividend Fund
Speaker: Ismitz Matthew, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 12 Mar 2007
Subject: HLG Global Lifestyle Balanced Fund
Speaker: Alice Wong, Manager, Sales & Marketing
Company: HLG Unit Trust Berhad
 
Date: 08 Mar 2007
Subject: TA Euro Fund
Speaker: Elaine Goh, Assistant Manager, Sales and Marketing
Company: TA Investment Services Berhad
 
Date: 05 Mar 2007
Subject: AmPan European Properties Equities
Speaker: Paul Shi, Business Development Manager
Company: AmInvestment Services Berhad
 
Date: 05 Feb 2007
Subject: Asset Allocation - Local and Global Funds
Speaker: Alan Tay - Manager, Business Development
Company: RHB Unit Trust Management Berhad
 
Date: 25 Jan 2007
Subject: Are There Still Opportunities in the Local Market?
Speaker: Alice Wong - Manager, Sales and Marketing
Company: HLG Unit Trust
 
Date: 22 Jan 2007
Subject: OSK-UOB Global New Stars Fund
Speaker: Jasmin Ooi - Senior Executive - Marketing
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 08 Jan 2007
Subject: HLG Global Healthcare Fund
Speaker: Alice Wong - Manager, Sales and Marketing
Company: HLG Unit Trust
 
Date: 04 Jan 2007
Subject: CTLA 2007 Kick-off Address "Market Plans and Benefits - Not Products"
Speaker: Mike Lee CFP, RFP - Managing Director
Company: CTLA Financial Planners Sdn. Bhd.
 
Date: 18 Dec 2006
Subject: RHB Global Theme Fund
Speaker: Alan Tay - Manager, Business Development
Company: RHB Unit Trust Management Berhad
 
Date: 14 Dec 2006
Subject: Performance and Outlook of OSK-UOB Global Funds
Speaker: Tock Chin Hui - Portfolio Manager
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 26 Nov 2006
Subject: AmSchroder European Equity Alpha Fund
Speaker: Nicole Fong - Technical Manager, Financial Services
Company: AmInvestment Management Sdn. Berhad
 
Date: 09 Nov 2006
Subject: TA Global Islamic Balanced Fund
Speaker: Daniel Lok- Channel Head, Sales and Marketing
Company: AmInvestment Management Sdn. Berhad
 
Date: 10 Aug 2006
Subject: Business Succession Planning
Speaker: Joyce Lim, Manager, Private Trustee Services
Company: OSK Trustees Berhad
 
Date: 27 Jul 2006
Subject: Global and Local Funds Update
Speaker: Eric Chee, AGM, Head of Sales & Marketing
Company: TA Investment Management Berhad
 
Date: 13 Jul 2006
Subject: Global Funds Update
Speaker: Andrew Seah, Portfolio Manager
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 06 Jul 2006
Subject: Launching of ING Global Real Estate Fund
Speaker: James Tan, Manager
Company: ING Funds Berhad
 
Date: 05 Jun 2006
Subject: Funds Update
Speaker: Eric Chee, AGM, Head of Sales & Marketing
Company: TA Investment Management Berhad
 
Date: 01 Jun 2006
Subject: Ambank Range of Funds
Speaker: Nicole Fong, Training Manager, Financial Services Department
Company: AmBank Berhad
 
Date: 11 May 2006
Subject: Launching of OSK Resources Fund
Speaker: Edward Ooi, Senior Manager Marketing
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 24 Apr 2006
Subject: Market Outlook and Funds Update
Speaker: Ismitz Matthew, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 03 Apr 2006
Subject: Estate Planning Laws
Speaker: Inderjit Singh, Associate, Estate Planning Services & Training
Company: OSK Trustees Berhad
 
Date: 30 Mar 2006
Subject: Global Islamic Fund
Speaker: Paul Shii, Bangsar Branch Manager, Financial Services Department
Company: AmBank Berhad
 
Date: 23 Mar 2006
Subject: Global Capital Guaranteed Fund
Speaker: Ismitz Matthew, Head of Retail Distribution
Company: ING Funds Berhad
 
Date: 09 Mar 2006
Subject: Trends III
Speaker: Ong Keng Wee, Senior Manager for Investments
Company: Kenanga Unit Trusts Berhad
 
Date: 09 Feb 2006
Subject: International Property Equities
Speaker: Nicole Fong, Training Manager, Financial Services Department
Company: AmBank Berhad
 
Date: 19 Jan 2006
Subject: "Looking Good"
Speaker: Ong Keng Wee, Senior Manager for Investments
Company: Kenanga Unit Trusts Berhad
 
Date: 12 Jan 2006
Subject: Global Funds - Asia Pacific Fund and Market Outlook
Speaker: Ms. Lim Suet Ling, CEO
Company: UOB-OSK Asset Management Sdn. Bhd
 
Date: 27 Oct 2005
Subject: "Trends" in Technology, Plantations and Interest Rates
Speaker: Ong Keng Wee, Senior Manager for Investments
Company: Kenanga Unit Trusts Berhad
 
Date: 13 Oct 2005
Subject: The GARP System for ING Funds
Speaker: Steve Ong, CEO
Company: ING Funds Berhad
 
Date: 22 Sep 2005
Subject: "Breakout" - The market is still coiled up waiting for a release with the maximum impact. When, How and Where?
Speaker: Mr. Seow Choong Liang, Head of Research, K & N Kenanga
Company: Kenanaga Unit Trust Berhad
 
Date: 12 Sep 2005
Subject: Case Studies for Estate Planning
Trainer: Ashar Iskandar Hew, Vice-President
Company: OSK Wills / OSK Trustees
 
Date: 29 Aug 2005
Subject: The Importance of writing a Will
Speaker: Ashar Iskandar Hew, Vice-President
Company: OSK Wills / OSK Trustees
 
Date: 27 Aug 2005 (open to public)
Subject: Investment Strategies for Retirement
Trainer: Mike Lee CFP, Managing Director
Company: CTLA Financial Planners Sdn. Bhd.
 
Date: 25 Aug 2005
Subject: Investment Opportunities in a Depeg Environment
Speaker: Christopher Chan, Chief Investment Officer
Company: ING Funds Berhad
 
Date: 23 Aug 2005 (open to public)
Subject: Investment Strategies for Child Education
Speaker: Mike Lee CFP, Managing Director
Company: CTLA Financial Planners Sdn. Bhd.
 
Date: 18 Aug 2005
Subject: Bull in the Haze
Speaker: Mr. Seow Choong Liang, Head of Research, K & N Kenanga
Company: Kenanaga Unit Trust Berhad
 
Date: 18 Jul 2005
Subject: THE NEXT WAVE
Speaker 1: Mr. Richard Chua, CEO of Kenanga Unit Trust Bhd
Speaker 2: Mr. Seow Choong Liang, Head of Research, K & N Kenanga
Company: Kenanaga Unit Trust Berhad
 
Date: 30 Jun 2005
Subject: Investment Philosophy and Market Outlook
Speaker: Peter Chong, Fund Manager
Company: Pheim Asset Trust Management Sdn. Berhad
 
Date: 23 Jun 2005
Subject: Bursa Malaysia: Is it Time to Buy? Stock Market Outlook for 2005/2006
Speaker: Fred Tam, Chartist, Speaker and Trainer on Technical Analysis
Company: PI Investment Research Group Berhad
 
Date: 09 Jun 2005
Subject: Capital Guaranteed Funds (Series Two)
Speaker: Chris Yap, Assistant Manager
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 02 Jun 2005
Subject: How to Make Money from your Mortgage
Speaker: Mr. Alvin CC Tan, Principal Consultant, Mortgage for SFP
Company: Standard Financial Planners Sdn. Bhd.
 
Date: 26 May 2005
Subject: How to market TA Cash Plus Fund Effectively
Speaker: Mr. Eric Chee and Ms. Alice Wong
Company: TA Unit Trust Management Berhad
 
Date: 21 May 2005
Subject: Investing for your Children's Education and Retirement
Speaker: Mike Lee, Managing Director, CTLA Financial Planners Sdn. Berhad
Organiser: Standard Financial Planners Sdn. Bhd.
Venue: Ballroom, Cititel Hotel at Mid Valley
 
Date: 19 May 2005
Subject: Investment and Market Outlook 2005
Speaker: Andrew Seah, Portfolio Fund Manger
Company: OSK-UOB Unit Trust Management Berhad
 
Date: 05 May 2005
Subject: Successful Selling with Fund Performance Rating
Speaker: Eric Chee, Assistant General Manager
Company: TA Unit Trust Management Berhad
 
Date: 18 Apr 2005
Subject: How to structure a Cash Managment Program for Retirement
Speaker: Sean Loo, Senior Manager
Company: ING Funds Berhad
 
Date: 07 Apr 2005
Subject: Conventional and Islamic Estate Planning
Speaker: Asahar Hew, Vice President
Company: OSK Trustees Berhad
 
Date: 31 Mar 2005
Subject: An Introduction to Trusts in Malaysia
Speaker: Ong Eu Jin, CEO
Company: OSK Trustees Berhad


Goal Setting Seminar at the Corus Paradise Resort,
Port Dickson on 10 - 12 December 2004



 
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