Comprehensive | Holistic | Strategic | Integrated
BECOME A LICENSED FINANCIAL PLANNER
.png)
WHY JOIN US?
At WealthVantage, we empower financial professionals to shift from product-selling to holistic financial planning. Our comprehensive platform, holistic approach, strategic training, and integrated support system that provide the tools and knowledge to help you thrive in a client-first career.
What Challenges Are You Facing?
Income Stability
Unpredictable earnings from commission-based sales.
Limited Career Growth
Lack of a clear path for advancement.
Limited Client Value
Restricted to selling specific products rather than comprehensive financial solutions.
Client Retention Challenges
Difficulty in building
long-term client relationships.
Regulatory Constraints
Increasing compliance and
licensing requirements.
Market Competition
Struggles in differentiating
yourself in a crowded industry.
Comprehensive
Back-Office Support
We take care of administrative tasks, client management, branding & marketing, and human capital support—so you can focus on advising clients.
System and Tools
We leverage on Fact-Finding & Reporting Tools, CRM system, and Knowledge Management System for better client management.
Training & Coaching
Enhance and improve your financial planning skills with our structured training and continuous coaching programs to position you as a trusted financial expert.
Fee-Based &
Recurring Income Model
Build a sustainable business with multiple income streams beyond traditional commissions, ensuring long-term financial security while adding value for Malaysians.
-
What qualifications do I need to become a Licensed Financial Planner (LFP)?To become an LFP in Malaysia, you need to hold one of the following certifications: Certified Financial Planner (CFP), Registered Financial Planner (RFP), Islamic Financial Planner (IFP), or Shariah RFP (SRFP).
-
What are the requirements to join WVA? Can I join part-time or must it be full-time?You can join WVA either full-time or part-time. Part-time is allowed if you meet regulatory requirements and do not have any conflicts of interest (e.g., working in banks, financial institutions, or government regulatory bodies). Full-time is ideal for those who want to transition into financial planning as their primary career.
-
What are the steps to become a Licensed Financial Planner?1. Obtain a recognized financial planning certification (CFP, RFP, IFP). 2. Join a Licensed Financial Planning Firm like WVA. 3. Apply for a Capital Markets Services Representative’s License (CMSRL) from the Securities Commission Malaysia (SC). 4. Complete onboarding, compliance training, and licensing requirements. 5. Start building your client base and advisory practice.
-
How much emergency fund should I have before resigning to become a full-time Licensed Financial Planner?It depends on your financial situation, but as a general rule, 6–12 months of expenses should be saved before going full-time. Consider family obligations, monthly living expenses, and business startup costs (e.g., licensing fees, training, client acquisition). Some advisors start part-time first while building their client base before making the transition.
-
Why choose WVA over other financial planning firms?At WVA, we provide a structured career pathway from advisor to partner, training, coaching, and mentorship, and a strong support system to build a long-term career.
-
What are the career growth opportunities as a Licensed Financial Planner?Financial planning offers multiple growth paths: Licensed Financial Planner (build your own client base), Specialist Roles (estate planning, takaful, business advisory/succession, Shariah wealth planning), and Management & Leadership (train and coach new advisors, or become a director in a firm).