At MFPA, we offer a wide range of professional education and training programmes, including as follows:
The Certification in Trust Advisory (CTA) offered by MFPA is a professional certification programme designed to equip financial planners with the skills and knowledge necessary to provide competent and ethical trust advisory services to their clients.
The program is open to members of MFPA and financial representatives who have experience in financial planning. The programme comprises a rigorous curriculum that covers topics such as legal and regulatory frameworks for trust advisory, estate planning, trust administration, and investment management.
To earn the CTA, candidates must complete the programme's coursework, pass a comprehensive examination, and meet the programme's experience requirements. Upon successful completion of the programme, candidates are awarded the CTA designation which signifies their expertise in providing trust advisory services to clients.
The CTA is recognised as the industry standard for trust advisory in Malaysia. It provides clients with confidence that they are working with a financial planner who has the knowledge and skills to provide competent and ethical trust advisory services.
Overall, the CTA offered by MFPA is a valuable credential for financial planners who specialise in trust advisory services. It enables financial planners to provide their clients with high-quality, comprehensive, and ethical trust advisory services and helps to promote the development of a trustworthy and robust financial planning industry not just in Malaysia but also in Asia.
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Professional certificate from MFPA is a sought after credential that leading financial and estate planning services employers around the world know and trust. Our certificate attest to your ability to perform in the real world of finance.
This course is suitable for the following professionals :
Private Bankers / Relationship Managers
Licensed Financial Advisors / Financial
Accountants / Tax Consultant
Unit Trust / Private Retirement Schemes