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The Hows And Whys Of Being A Licensed Financial Planner
26 mins·09:30, 29 Sept 2022
The Hows And Whys Of Being A Licensed Financial Planner
26 mins
·
09:30, 29 Sept 2022
·
Recommended
Guest: Rafiq Hidayat, Managing Director, Wealth Vantage Advisory, Rozanna Rashid, Director, Alpine Advisory
The 5th of October is World Financial Planning Day, a day held to raise awareness about the importance of financial planning. And in conjunction with that, we explore the world of financial planning to discuss the path of being a licensed financial planner and also the trends of financial literacy amongst Malaysians. Sim Wie Boon speaks to Rafiq Hidayat of Wealth Vantage and Rozanna Rashid of Alpine Advisory about why they are doing what they are doing and their thoughts on the industry.
Image credit: Shutterstock
Presenter: Sim Wie Boon
Producer: Sim Wie Boon
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