Q & A › Category: Business › Starting a personal finance planning business/firm
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Harith Hadzwan asked 3 years ago

Hello, I\’m an ACCA student and also working part-time/contract-based as an accounts assistant at Kuala Lumpur although I\’m currently staying at Bangi. Now, I\’m at my final part of ACCA (professional level) and considering to go further into personal finance/financial planning sector. I do have a personal finance/savings tips blog focusing on fresh graduates and college students especially. I am aware that I do need the necessary license to professionally operate as a personal finance advisor, for fee and commission-based payment. I\’m interested to give advice, consult on or manage client on tax, retirement, mortgage planning, investment advice etc. Do I have to start a company with minimum paid up capital of rm100k to do this? 

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KCLau Staff answered 3 years ago

The easier way to start is to get attached to a licensed financial advisory company. There are a few out there. You can google for the list. Most of them are regularly recruiting new planner. Good luck!