Practical Wealth is an independent education provider established in 2015 to provide financial planning training that emphasizes practical application and development of a comprehensive financial plan.
It is currently an education provider appointed by the Financial Planning Association of Malaysia (FPAM) & Islamic Banking & Finance Institute Malaysia (IBFIM) to provide the Certified Financial Planner (CFP) & Islamic Financial Planner (IFP) Certification programs, respectively.
To train financial advisors to become financial planning practitioners who can apply what they have learned and develop a comprehensive financial plan.
The roles of authorized education providers are:
1) To deliver the CFP course contents developed by FPAM and
2) Prepare CFP professionals for real-life financial planning practice.
The separation of the CFP examination from its training keeps the CFP certification at its highest level at all times.
The CFP certification is a professional development program to equip CFP professionals with the technical knowledge and skills they need to develop practical advice.
During the certification program, CFP professionals will learn financial planning concepts, practical applications, and the process of developing personalized advice tailored to each person's goals, priorities, and unique situations.
At Practical Wealth, we use real-life examples and provide practical step-by-step guides to develop customized solutions to ensure our students are well-prepared for actual financial planning practice.
Kota Kinabalu, Sabah
8-1, Level 8, Suria Sabah Shopping Mall,
Jalan Tun Fuad Stephens,
88000 Kota Kinabalu, Sabah
Petaling Jaya, Selangor
Lot 4-401, Level 4, The Starling Mall, Damansara Uptown, No. 6, Jalan SS 21/37, Damansara Utama,
47400 Petaling Jaya, Selangor
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