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The Hows And Whys Of Being A Licensed Financial Planner

Rafiq Hidayat, Managing Director, Wealth Vantage Advisory | Rozanna Rashid, Director, Alpine Advisory

29-Sep-22 09:30

The Hows And Whys Of Being A Licensed Financial Planner

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

Produced by: Sim Wie Boon

Presented by: Sim Wie Boon


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Categories:  financial wellness

Tags:  world financial planning dayfinancial planninglicensed financial plannerfinancial literacy





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