How to become a Unit Trust Consultant/Agent in Malaysia?

I’ve always wondered what is it like to become a unit trust consultant in Malaysia?

For those who are involved in the industry, do share your thoughts and ideas.

Some questions that need answering:

1. How to apply?
2. What training program does one need to go through?
3. What ongoing training does one need to go through?
4. Income prospects.
5. Can one become a part-time unit trust consultant and still be successful.
6. What is it like becoming a unit trust consultant?
7. What prompted you to become a unit trust consultant?
8. What prompted you to join the organisation you are in now?

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How to become a financial planner in Malaysia?

I’ve always wondered what is it like to become a financial planner in Malaysia? How do you become one anyway?

Here in Australia, you need to hold the Australian Financial Services License (AFSL) or be an authorised representative of that licensee to be able to give out financial advice.

How about in Malaysia? What are the procedures? Do you need to get a green light from the Securities Commission?

Also, is the Certified Financial Planner (CFP) qualification from the Financial Planning Association of Malaysia (FPAM) qualification imperative? How about wanting to become an Islamic Financial Planner?

Is there such thing as a part-time financial planner? Perhaps, on a freelance basis/work at home sort of thing?

For those in the know, please share your knowledge so the rest of us could benefit. Thanks guys!

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