Search Results - "financial planner"
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Development of a mobile financial planner application
Published 2020“…There are various ways of keeping track of our monthly spending but one device we use daily is a smartphone. This financial planner application is developed for smartphone running android operating system that calculate monthly utility bill prices by all electricity and water providers in Malaysia. …”
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Generation difference in hiring financial planners in Malaysia
Published 2017“…Purpose The purpose of this paper is to document a gap between generation X and Y’s behavior toward decision making for hiring a professional financial planner in context of an emerging country. …”
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The influence of personal and role factors in the formation of customer orientation behaviour towards the performance of financial planners in Malaysia
Published 2019“…The selected participants were licensed financial planners attached to financial planning firms in Malaysia. …”
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An Investigation of the Demand for Financial Advice in China's Retail Investment Markets
Published 2006“…In early 2003, the Ministry of Labour and Social Security of China has promulgated "The National Standards for Financial Planners", it marks Financial Planner as a new and raising profession in China. …”
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Financial literacy and related outcomes: the role of financial information sources
Published 2019“…This study also aims to examine the impacts of financial literacy on the amount of income allocated for investment, as well as the hiring of a financial planner. A large-scale survey was conducted in Malaysia, and a total of 2000 usable responses were collected. …”
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The Professionalisation of Personal Financial Planning in Malaysia - The Practitioner's Perspectives
Published 2003“…The successful financial planner is a qualified professional who has the necessary training, experience and competencies, and is fully committed to deliver quality advice and services to his or her client. …”
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SendiriUPlan – Financial planning software and systems
Published 2021“…The system financial freedom puzzles will answer every layer of society to achieve financial independence Usually Certified Financial Planner (CFP) will use their company system to convince their customers to start retirement plan This system assist layman to make Do It Yourself (DIY) approach to encourage saving practices in society…”
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Personal Financial Literacy and Financial Planning in Klang Valley, Malaysia
Published 2008“…Currently, regulators- Bank Negara Malaysia and Securities Commission of Malaysia have started to regulate the industry by imposing requirements for whoever wanted to venture into the financial planning profession. The title of ‘Financial Planner’ is now highly legalized by the authorities. …”
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Factors influencing career choice of individual in insurance industry in Malaysia / Zawani Md Johari
Published 2010“…There are many career opportunities to be selected from this field such as group insurance representative, broker, insurance regulator, claims representative, pension specialist, auditor, customer service, risk manager, benefits manager, loss control expert and financial planner. However, there was some misconception who sometimes individual believe that to pursue a career in the insurance industry, must be an insurance salesperson. …”
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Developing a Prototype of Financial Decision Support System
Published 2003“…This project intended to develop a financial planning system that can be used by financial planners to advise clients on suitable personal finance plans that they should adopt. …”
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Personal Financial Planning Industry in Malaysia: A Market Survey
Published 2016“…Over the last two decades, financial planners have come a long way to establish a foothold in a highly competitive and regulated finance industry. …”
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Sustainable withdrawal rates during retirement and the risks of financial ruins
Published 2012“…This suggests that financial planners and advisors should pay more attention to the estimation of risk in retirement finance modelling in their analyses and advice to clients. …”
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Islamic wealth planning: The development of instrument
Published 2020“…The concept was conceptualized and transformed into an instrument based on two methods, namely experts validity (using Lawshes technique with eight Malaysian certified Islamic financial planners and two representatives from the official Islamic religious departments in Kedah and Perlis states/Malaysia) and focus group session with seven experts in several related areas, i.e. …”
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Not a Black and European-Americans question: how are investor behavior and perceptions related to race and ethnicity?
Published 2015“…These findings offer valuable insights to educators, financial planners and financial 115 institutions offering these products.…”
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Determinant factors of awareness on Islamic financial planning among students
Published 2015“…This study was conducted among UUM-COB postgraduate students for several reasons; firstly to create awareness of IFP among postgraduate students by distributing questionnaire and spreading information and secondly, the research will contribute interms of practical implications help academicians and financial planners to validate the framework of this study that have impact on the financial planning especially Islamic financial planning. …”
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Awareness of Islamic financial planning for Hajj and Umrah among muslim bank staff
Published 2019“…Secondly, the research will contribute in terms of practical implications to help academicians and financial planners to validate the framework of this study to have an impact on financial planning especially Islamic financial planning. …”
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Financial socialization's impact on investment orientation and household net worth
Published 2013“…They may want to emphasize the importance of starting investing regularly at an early age and of continuing to increase involvement in investing over the years. Financial planners and financial counsellors may consider emphasizing these two practices for their clients and involve children of their clients when and where appropriate.…”
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Investigating the influence of Asian cultural value and financial knowledge on investment behaviours
Published 2020“…Accordingly, the study offers suggestions of importance for financial planners, especially in Malaysia and Asian countries, in better understanding their clients. …”
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Predictors of investment in risky assets among Malaysian families.
Published 2012“…The findings provided evidence that specific personality factors and financial management practices did predict investment in risky assets.Knowing these factors will enable financial planners to identify those with potential to invest type of assets in order to gain greater return from their investment.As for those families having such personality and performing influential financial practices,they whould realise their capability in risky investment.However for those having low self=worth, less tolerating with financial risk and hardly did those influential financial practices, they could be trained to make them capable to invest in risky assets. …”
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