Banyan Tree Wealth Education

Working with Banyan Tree Wealth Advisors.

As a client

How a person manages his personal finances shown to be a major factor contributing to satisfaction or dissatisfaction with his/her financial status. Understanding one’s money style will help gain insight into how and why one reacts emotionally towards money and how it affects financial success or lack of success.

Some Crucial Questions :

1) Do you have a financial plan?
2) How integrated and updated is your financial plan?
3) Do you know where you are now according to your financial plan?
4) How much longer would it take, before you would reach your financial goals?

While financial planning is clearly needed by every individual, its concept is understood only by a very few in our society. Essentially, the objectives of financial planning include the following :

• Providing directions and meaning to an individual’s financial decisions.
• Allowing an individual to understand how each financial decision affects other areas of their life goals.
• Allowing an individual to adapt more easily to life changes and to feel more financially secured as a result.

The Financial Planning Association of Malaysia defines personal financial planning as ‘the process of determining whether and how an individual can meet life goals through proper management of financial resources”.

We at Banyan Tree Wealth Advisors would like to stress that we focus on the above process whereby our client’s overall financial objectives and goals are used as a starting point in developing a financial plan.

As Financial Advisors

Banyan Tree Wealth Advisors seek Certified Financial Planners who are in the midst of a transition to become a licenced financial planning practitioners. While they are getting ready to become financial advisors themselves, they will be supporting the practice of a successful advisor and get their hands-on experiences working with clients and at the same time boosting their financial planning skills.

As Associate Financial Advisors

Associate financial advisors are individuals who are in the process of becoming Certified Financial Planners. They would have at least finished their first module of the Malaysian CFP board of examination and are currently completing the other modules (i.e. Modules 2-6) and are not attached to any financial institution (such as an insurance or an unit trust company)

As Internship Students

Till to date Banyan Tree Wealth Advisors have trained 12 internship students from the faculty of Business and Accountancy, University Malaya and 2 International Business study students from the Multimedia University. The Internship program is open to students from various colleges and universities across the country. We provide training and professional development for undergraduate and graduate students on hands on projects, training and development workshops, participating in networking events, and getting involved in volunteer activities.