Malaysian Financial Planning & Advisor

👨‍👩‍👧‍👦 Behind Every Professional Achievement, There Is Family Support

This special moment reminds us that professional success is never achieved alone. Behind every graduate stands a family who offered understanding, encouragement, and unwavering support throughout the learning journey.

Many pursue professional education not only for personal growth, but to build a better future for their loved ones. At MFPA, we recognize that strong professionals are built on strong personal foundations.

This graduation is a shared achievement.

🎓 Growing Together as Professionals

This joyful moment reflects MFPA’s belief that professional growth is strongest when learning happens together. Throughout the CTA & CMA journey, graduates gained not only technical knowledge, but also teamwork, discipline, and mutual encouragement.

At MFPA, we are more than a training institute — we are a professional learning community committed to nurturing advisors who grow together and uphold trust as a professional value.

Success is more meaningful when achieved as a team.

🎤 Leadership, Vision & Professional Responsibility
At the MFPA CTA & CMA Graduation Ceremony 2025, MFPA President Datuk Andi Lim shared insights on professionalism, ethics, and responsibility in the advisory profession.
During the ceremony, certificates were presented to graduates and appreciation awards to valued partners — reflecting MFPA’s belief that education excellence is built through strong leadership and meaningful collaboration.
Together, we strengthen industry standards and shape trusted professionals for the future.

🌟 Certificate in Trust Advisory (CTA) Program - Webinar Highlights! 🌟

We just wrapped up an incredible 2-day online webinar for the Certificate in Trust Advisory (CTA) program, organized by the Malaysian Financial Planning & Advisor Institute (MFPA). It was an enriching experience filled with insightful discussions, interactive sessions, and valuable knowledge sharing.

📅 Date: 18-19 December 2024

We are thrilled to share some of the amazing feedback we received from our participants. Swipe through the images to see what they had to say about their experience!

A big thank you to all the participants for their active engagement and positive feedback. Your high energy & quick responses to the questions posed have certainly contributed to a lively webinar!

Stay tuned for more updates and upcoming events. Together, let's continue to empower and elevate the standards of trust advisory within the financial planning industry.

*Attention Trust Advisors!
*Are you ready to elevate your expertise and professionalism in developing customized trust solutions? Join us for an exclusive preview of the Certificate in Trust Advisory (CTA) program!
*Why Attend?
*• Discover what you will learn to create tailored trust solutions.
• Enhance your career prospects with a prestigious certification.
• Exclusive bonus when you sign up for the upcoming intake!

Be sure to attend either one of the sessions below!
🗒 Date: *4th Dec 2024 (Wednesday)*
🕒 Time: 8:30PM - 9:30PM

💻 Zoom Webinar ID835 2399 9900
🔒 Passcode: 534158
📌 Registration Link: https://us06web.zoom.us/meeting/register/tZcodeqhpzIjGtQDbXRSkGpr7bzCClSRdMU5

🗒 Date: *5th Dec 2024 (Thursday)*
🕒 Time: 3:00 PM - 4:00 PM

💻 Zoom Webinar ID: 896 2564 6122
🔒 Passcode: 049627
📌 Registration Link: https://us06web.zoom.us/meeting/register/tZ0rdeyuqj0rGNaiR0Ng7gjDiEDkCk2l5-Om

The CTA program is proudly offered by the Malaysian Financial Planning & Advisory Institute and endorsed by UTMSpace, a division of Universiti Teknologi Malaysia.
Don't miss this opportunity to advance your career. Register now and take the first step towards becoming a trusted advisor!

The December 2024 intake for the Certificate in Trust Advisory is now open!

MFPA is thrilled to announce another intake of our highly acclaimed Certificate in Trust Advisory course, commencing in December 2024! This comprehensive 23-hour program, accredited by the University of Technology Malaysia (UTM), will equip you with the knowledge and skills to excel in the trust industry.
Learn from industry expert Alan Chew CY, who brings over 15 years of experience in training and working with high-net-worth clients. The course covers crucial topics including the history and origins of trusts, the essentials of a valid trust, estate planning for high-net-worth individuals, the trust advisory cycle, developing customized trust solutions, relevant legislations, and launching your career as a successful trust advisor. You'll gain practical skills in obtaining and recording client information and formulating customized solutions using trusts.
Designed for professionals in banking, insurance, financial planning, and related fields, this course is perfect for anyone serving the HNW private client segment.
MFPA is proud to have certified over 350 trust advisors since 2023!

The Certificate in Trust Advisory program consists of the following:
• 8 video tutorials (self-paced, to be completed within 2 weeks of release)
• 10-hour online webinar conducted over 2 days
• Reading materials and research (self-paced)
• 2-hour examination
Below are the key details of this upcoming program:
Commencement of Enrollment : 7 November 2024
Release of Tutorial Video:
4 December 2024

Online Webinar:
18 – 19 December 2024

Examination Date:
26 – 30 December 2024

Enrollment Fee:
RM3,300 (normal rate)

Special Offer for DCS Agency Trust Advisors!
Enrollment from now till 28 Nov 2024 = RM1,300
Enrollment from 29 Nov 2024 onwards =RM1,800
Please remember to key-in your DCS Advisor Code in the online registration form at https://www.mfpa.my/u/register/email
--> Upon submission of the online registration, approval will be given within 2 days. You will be given a payment link for payment of the registration fees.
--> Upload your payment slip upon successful payment.
--> To enroll, click on this link: https://www.mfpa.my/course/certificate-in-trust-advisory
-->Click on the "Enroll Course" button and a login screen will appear.
--> Log in using your email address and password, and the enrollment page will appear. From hereon, follow the steps as instructed. (Make sure that you have logged into the member portal in order to see that you can enroll at the special rate).

Enquiries from other agencies / corporations / organisations are welcome: https://www.mfpa.my/contact

Visit our website www.mfpa.my for more details and to register. Don't miss this opportunity to elevate your career!


If interested, please first register at https://www.mfpa.my/u/register/email
--> Upon submission of the online registration, approval will be given within 2 days. You will be given a payment link for payment of the registration fees.
--> Upload your payment slip upon successful payment.
--> To enroll, click on this link: https://www.mfpa.my/course/certificate-in-trust-advisory
--> Then click on the "Enroll Course" button and a login screen will appear. Log in using your email address and password, and the enrollment page will appear. From hereon, follow the steps as instructed.

Looking forward to seeing you at the course!

Malaysian Financial Planning & Advisor Institue Malaysian Financial Planning & Advisor Institute Website

🔑 Building a Strong Foundation for Future Success 🔑

The MFPA graduation ceremony is not just a celebration of achievement, but a testament to the importance of continuous education. Our graduates are now equipped with the skills and knowledge to thrive in the financial advisory field. Join MFPA and build a strong foundation for your future success!

🌟 Preparing for a Challenging Market 🌟

In today's competitive financial landscape, staying updated with the latest industry trends and knowledge is crucial. Our courses at MFPA, including the Certificate in Trust Advisory & Certificate in Mortgage Advisory, prepare you to navigate and succeed in challenging markets. Invest in your future with MFPA and stay ahead of the curve!

🎓 Congratulations to our recent graduates! 🎓

The Certificate in Trust Advisory Course & Certificate in Mortgage Advisory Course at MFPA not only equips you with specialised knowledge but also opens doors to exciting career opportunities. Whether you're looking to enhance your skills or start a new career in trust & mortgage advisory, this course is designed for you. Embrace the future of financial advisory with confidence!

# TrustadAdvisory

🌍 The Future of Financial Advisory in Malaysia 🌍

As we celebrate our graduates' success, let's not forget the vast opportunities in the financial advisory market in Malaysia. Continuous learning and professional development are key to staying ahead in this dynamic field. Join MFPA and embark on a journey of growth and excellence.