Pursuing A Career in Financial Advisory - Challenges and Opportunities
It’s an exciting time to be a financial advisor, since several decades ago, the position didn’t really exist. You were either a stockbroker or a community banker or even in insurance sales.
Today, financial advisors meet with clients and counsel them on their finances. This could mean sitting down and creating budgets to firming up retirement plans to giving advice about investing. Financial advisors can also invest a client’s funds and meet with him or her regularly to discuss their investments. Some are also licensed to sell insurance. Many times, financial advisors help plan a safe, comfortable future for their clients
Let us at IPP Financial Planning Group, Malaysia share on the opportunities and challenges on this business through a coffee and networking session.
Our Senior Partner, Mr CT Lim will be sharing on the benefits of working in financial advisory. We will also be having our Partners and Associates to answer any questions you have regarding financial advisory, specifically focused on the career path as a financial advisor.
We will be addressing the following topics:
1) Why pursue a career in financial advisory?
2) What is the role of a financial advisor?
3) What are the key benefits, challenges and rewards of the career?
Who Should Attend?
Students seeking a career in financial advisory
Working professionals seeking a career change
Mr CT Lim is a Certified Financial Planner with over 20 years of experience in the industry. He now leads a team of over 50 advisors and bring Malaysians to financial success through comprehensive financial planning services.
For further enquiries, please contact:
It will be a relaxed session and so please do bring along your questions