Transition into FP/FA profession

Throughout our 20 years in the industry, Whitman Independent Advisors has received many enquiries and questions pertaining to financial planner (FP) and financial advisor (FA) as a choice career in Malaysia. Sensing the great demand of information, we have decided to set up the FIRST one stop career resource centre for licensed financial planner and financial advisor in Malaysia as our community project to benefit all those who seek to embark on a career in financial planning and advisory.

We hope to provide information on this profession in the most transparent, objective and friendly manner. Being a proponent and pioneer of holistic financial planning in Malaysia for the past 2 decades, we believe we have some relevant experience to share with you the ins and outs, the ups and downs of the industry. We hope our sharing would be a useful guide for those who seek to participate in financial planning and advisory profession.

Can I still hold on to my current insurance license when I join FP/FA firm?

After leaving current insurance company, how do I service my clients?

Will I lose my current commission if I transfer my current insurance clients to the FP/FA firm that I will be joining?