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发表于 8-3-2013 11:25 AM
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wander4 发表于 8-3-2013 07:27 AM 
如何拿Licensed Financial Planner 呢?
As a first step, undertake an entry-level education program recognised by the Securities Commission and Bank Negara for the license either CFP, RFP or ChFC. These are specifically designed to:
- Provide the knowledge, skills and qualifications for you to become a financial planner
- Help practicing financial planners maintain their credentials
- Keep financial planners up to date with the changes affecting the sector
Once you has been accredited the qualification, you must apply the required licenses with Bank Negara and Securities Commission before you can carry out financial planning services.
简单来说就是拥有CFP, RFP or ChFC,3年经验
再向Bank Negara and Securities Commission 申请执照
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