Comments on: Why Financial Planner will be the Hottest Job of the decade

By: KCLau

KCLau — Tue, 04 May 2010 06:55:52 +0000

There is a lot of advice…
I think the best advice is “never give up”

By: Za

Za — Mon, 03 May 2010 02:51:41 +0000

Hi KCLau.

Bumped into your website while searching info on insurance agent. Been thinking of a career change, and one of it is doing the insurance business, but i’m still contemplating as i don’t know whether i’m ready or fit for the business. Any advice to people who want to try out this business? Thanks.

By: Steve

Steve — Mon, 06 Apr 2009 08:32:38 +0000

I admire your passion for the financial planning business and your effort to promote the industry.

However, the financial planning industry is a regulated industry by SC and Bank Negara. One needs to be licensed by respective authorities before you can advise or practise as a financial planner or financial advisor. Otherwise, you run foul of the laws and risk a substantial fine and/or jail term!

The statutory laws were enacted to regulate the industry and to protect the public. One needs to be licensed before calling himself or herself a financial planner or financial advisor! Period! Even obtaining the CFP, RFP or ChFP qualification does not allow one to practise as one.

The next step is for one to untie himself or herself from tied agencies. Otherwise, how does one attempt to offer independent, unbiased advice or solutions to his/her clients?

YES, I agree with you…..Financial Planning is one of the HOTTEST Jobs around…..anytime!

By: KCLau

KCLau — Fri, 20 Mar 2009 08:59:05 +0000

@wlees,

sorry that I am not familiar with Danatama Millenium.

By: wlees

wlees — Wed, 18 Mar 2009 09:29:58 +0000

hi, do you know about “DANATAMA MILLENIUM SDN BHD”?
a FOREX consultancy company?
recently they are opening a new branch in Centro klang which is the 3rd branch and recruiting a lot of people…
i cant check that the legality of that company…
i worry that people will be trapped!
plz give a help!
REGARDS

By: KCLau

KCLau — Sun, 01 Mar 2009 16:04:46 +0000

Hi wlees,

It is better to start with only one product. Master it before you move to the other.

By: wlees

wlees — Fri, 27 Feb 2009 17:08:20 +0000

thanks for the explaination.
due to the economic crisis happening now, is now the suitable time to put a step into the insurance/investment s’ field…?
is it posible to join in both type field which in same category field in the same time to increase the opportunity?
i m standing on the border and so confusing… hope to get direction from the pro… thx…

By: KCLau

KCLau — Thu, 26 Feb 2009 02:15:19 +0000

Hi wlees,

The main differences is the product they are selling.
I had sold both kind of products. For career wise, I personally prefer life insurance.
The relationship is long term and the servicing required is a lot less than unit trust.

By: wlees

wlees — Wed, 25 Feb 2009 16:47:43 +0000

hi,quite admire ur talent…
can i get some professional advices from you about the differences between an insurance agent and unit trust consultant and also which is having an optimal opportunity & income/benefit…?
please guide me, hope to view my answers in my inbox soon and i wish to get more than what i expected…thanks…

By: Dom

Dom — Mon, 23 Feb 2009 15:16:17 +0000

Financial planner… wow i love that terms. I aspire to be one. Now i’m trying to learn as much as possible. I’m happy and thankful someone like you is making this kind of site.

By: KCLau

KCLau — Tue, 26 Aug 2008 03:32:48 +0000

HI Michael Lim,

Thanks for visiting here. Yes, I have been busy and try to keep the blog updated at least once a week.

By: Michael Lim

Michael Lim — Sat, 23 Aug 2008 14:00:47 +0000

hi,

i enjoy reading your blog.

are you busy lately? cos your post getting lesser for the past 3 months…

take care!
Michael

By: Interview a Financial Planner | Personal Finance Money Tips

Interview a Financial Planner | Personal Finance Money Tips — Wed, 20 Aug 2008 22:01:34 +0000

[...] Why Financial Planner will be the Hottest Job in 2008 [...]

By: beza

beza — Tue, 18 Mar 2008 23:38:15 +0000

why youn are interested in financial planning career?

what are the skills you possess which make you a good fit for tis career field?

what is you career plan?

By: E3 Success Blog » Blog Archive » E-3 Carnival of How Money Works - March 8, 2008

Sun, 09 Mar 2008 16:04:51 +0000

[...] presents Why Financial Planner will be the Hottest Job in 2008 posted at KCLau’s Money Tips, saying, “An article on why financial planning will be a [...]

By: The Financial Blogger | Financial Ramblings

The Financial Blogger | Financial Ramblings — Sat, 09 Feb 2008 11:30:58 +0000

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By: Everything Finance

Everything Finance — Tue, 05 Feb 2008 13:06:28 +0000

Carnival of Everything Finance: # 12 Edition

Welcome to the February 1, 2008 edition of Carnival of Everything Finance.
We had over 120 really good articles submitted for this edition. Unfortunately I could not include all of them.
Earning Money
Matthew Paulson presents What to Do When You C…

By: fathersez

fathersez — Mon, 04 Feb 2008 08:05:01 +0000

My daughter will be graduating this May, God Willing. She is looking at taking the Islamic CFP from the INCEIF.

Perhaps you can do a post on the pros and cons of CFP, Islamic and non Islamic.

Regards

By: Personal finance money tips - February 2, 2008 | KCLau's Money Tips

Personal finance money tips - February 2, 2008 | KCLau's Money Tips — Sat, 02 Feb 2008 02:03:02 +0000

[...] Why Financial Planner will be the Hottest Job in 2008 [...]

By: Cavalcade of Risk #44: Risk Is Everywhere Edition

Cavalcade of Risk #44: Risk Is Everywhere Edition — Wed, 30 Jan 2008 15:13:43 +0000

[...] Why Financial Planner will be the Hottest Job in 2008 @ KC Lau’s Money Tips Financial planning is a very professional job. It requires high level of social skills, and also technical knowledge. Don’t ever look down on this professional. This magnificent job is just as professional as a doctor, lawyer, or accountant. [...]