About Us
Who We Are
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.
Our Mission
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.
Why choose Practical Wealth for your CFP training?
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.
Our strengths and uniqueness:
1) We have a high examination passing rate.
2) We teach applied knowledge instead of textbook theories.
3) We fill in gaps in the textbook and expand its scope.
4) We simplify complicated subjects to accelerate your learning.
5) We incorporate practical applications not found in textbooks.
6) We use real examples to enhance your understanding of financial planning concepts.
7) Our trainers are experienced practitioners, not those without field experience.
8) As an independent education provider that is not connected to any financial planning firm, we do not use the training as a means to recruit participants to work for any firm.
Contact Us
Call/ WhatsApp
+6012-8182805
practicalwealth.edu@gmail.com
Address
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
Any Enquiries?
Let's start the conversation!
© 2023 Practical Wealth Sdn Bhd (1154301-M)
We need your consent to load the translations
We use a third-party service to translate the website content that may collect data about your activity. Please review the details in the privacy policy and accept the service to view the translations.