Licensed Financial Planners: What Makes Them Legitimate?

Jack Lin, CEO, Axen Alpha Advisory

15-May-25 09:30

Licensed Financial Planners: What Makes Them Legitimate?

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This week on Ringgit & Sense, producer Jake Lim talks to Jack Lin, CEO of Axen Alpha Advisory about the different financial planning certifications available in Malaysia, what individuals have to do to become a licensed financial planner, how to spot red flags when speaking to one, as well as how to file a complaint when a financial planner isn’t acting in your best interest.

Image Credit: Shutterstock.com

Produced by: Jake Lim

Presented by: Jake Lim

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Categories: education

Tags: legitimate, financial planning, certification, malaysia,

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