SERVICES
SERVICES
The iFPN platform offers comprehensive and ongoing support for qualified individuals or professional firms (accountants, lawyers, company secretaries) intending to start a practice in the growing financial planning profession. As an independent platform, iFPN allows our Associate the latitude and flexibility to build a successful fee-based practice that places the client’s interest first.
The iFPN platform offers comprehensive and ongoing support for qualified individuals or professional firms (accountants, lawyers, company secretaries) intending to start a practice in the growing financial planning profession. As an independent platform, iFPN allows our Associate the latitude and flexibility to build a successful fee-based practice that places the client’s interest first.
iFPN’s business model is time tested over more than 5 years and has been adopted by MyFP Services Sdn Bhd, one of the leading licensed financial planning firms in Malaysia. The iFPN platform is flexible and scalable to suit a variety of commitments and business plans of the financial planners and advisors. Core components offered by the iFPN platform to our Associates include:-
iFPN’s business model is time tested over more than 5 years and has been adopted by MyFP Services Sdn Bhd, one of the leading licensed financial planning firms in Malaysia. The iFPN platform is flexible and scalable to suit a variety of commitments and business plans of the financial planners and advisors. Core components offered by the iFPN platform to our Associates include:-
- Tools - Cutting edge solutions that offer comprehensive and impactful solutions for clients.
- Products & Services - An independent expert platform that allows our Associates to provide the best advice and solutions for their clients
- Advisory Process - A robust and proven advisory process to meet the needs of various client concerns.
- Training - Practice oriented training, on the job training with joint client engagements.
- Lead Generation - Lead generation and marketing support to help Associates build their client base.
- Equity Share - True business opportunity as the iFPN partnering model allows Associates to have a major share of the business they created for posterity as opposed to an agency arrangement.