Peringatan: Financial Planner dan Financial Planning adalah regulated term yang tak boleh digunakan sesuka hati.
Congrats to semua yang pass your certification exams recently. Tak kisah la CFP ke IFP.
Ni baru langkah pertama.
Just nak highlight, jangan salah guna term Financial Planner / Financial Planning sebab yang baru pass exam.
Utk nak letak dalam business card pun, Financial Planning Association of Malaysia baru saja update guidelines utk use the term. A CFP holder can’t use in their business cards, or any other documents, the word Certified Financial Planner. Please refer to the FPAM Guide to Use CFP Marks Revision 3 issued June 17,2021.
Analogi mudah, doktor tak panggil doktor lepas habis degree, lawyer tak panggil lawyer lepas habis degree.
Untuk guna title Financial Planning or cakap buat financial planning ada lagi satu step.
Kena apply lesen dari Securities Commission Malaysia untuk jadik Financial Planner Representative (Capital Market Services Representative Licence – CMSRL).
Kalau nak lagi up, bukak firm sendiri and apply Capital Market Services Licence – CMSL, lepas ada beramai2 representative under your firm.
Dah ada lesen ni baru boleh cakap you dah officially jadi Financial Planner dan buat Financial Planning.
Dah pernah tegur sebelum ni, dan will continue to tegur. Sebab lagi baik aku tegur dari SC tegur. Sebab SC tegur boleh datang dengan fine and penalty and even jail time. Regulator dah mula take action. This year dia dah mula take action against unlicensed investment gurus. Mungkin sooner or later dia akan take action against unlicensed financial planners.
Untuk sesiapa yang nampak, and nak lapor, boleh hantar email kepada aduan@seccom.gov.my
Note: Post ni juga terguna pakai kepada siapa2 yg hanya ada Unit Trust / Insurance / Takaful / Estate Planning licence yang menyalahkan gunakan term2 dkt atas.
Note 2: Setiap kali lepas results or cert keluar, kena hantar reminders, so nk minta tolong our trainer friends to remind their students juga cc