Max Wealth Edu s/b CFP Program

23/03/2026

Save Over 50% — Limited-Time Offer 🔥
CFP Certification Program 2026 — Now Open for Enrolment

Take the next step in your career and become a globally recognized CFP CERT™ Professional.

🎯 Exclusive Campaign: Unlock Your Financial Breakthrough

Test your financial knowledge, uncover your blind spots, and stand a chance to earn up to RM352 in additional study rebates.

Why Choose Max Wealth Education?
✅ Flexible Learning Options

Choose between Physical or Online classes — learn at your own pace.

✅ Complete Study Support

We guide you step-by-step until you successfully complete all CFP modules.

✅ Proven Track Record

Malaysia’s Largest CFP Education Provider

🏆 FPAM Awards:
• 2022 — Highest Passing Rate (M2, M3, M4) & Best Education Provider
• 2023/2024 — Excellence in CFP Education
• 2024/2025 — Excellence in CFP Education (M3 & M4)

✅ Expert Lecturers

Learn from industry-leading trainers, with bonus workshops & exclusive materials.

✅ Personal Mentorship

Get direct guidance from our Founder,
Nicholas Chu (CFP CERT™, IFP)

🔥 Special Intake Offer (2nd Half 2025)

✔ Up to 53% Rebate
✔ Flexible learning modes (Physical / Online)
✔ Additional bonuses for early enrollees

Who Should Join?

Insurance Agents | Unit Trust Agents | Estate Planners | Accountants | Bankers | Investment Advisers | Professionals

💡 Or anyone looking to build a successful career in wealth management

📌 Enrol Now

🌐 Website: www.maxwealth-edu.my

📧 Email: [email protected]

📱 Call / WhatsApp:
013-343 8829 | 019-354 8829 | 016-213 8819

🚀 Don’t miss this opportunity to elevate your career with the world’s leading financial planning certification.

20/03/2026

Selamat Hari Raya Aidilfitri!
May this blessed day be filled with joy, love, and blessings. Maaf Zahir dan Batin.

17/03/2026

No Plan ➟ No Growth
No Investment ➟ No Wealth
No action ➟ No Progress

Start your financial journey today.

21/02/2026

On the fifth day of the Lunar New Year, wishing you a great start back at work with big success and prosperity!

In the Year of the Fire Horse, may great fortune be with you and may everything go as you wish!”

Heng ah!
Ong ah!
Huat ah!

This year, may all of us rise, prosper, and grow wealthy together!

16/02/2026

🍊 Happy Chinese New Year! 🧧

As the Fire Horse 🔥🐎 charges in, may it spark fearless ambition, unstoppable energy, and daring new beginnings.

May fortune chase you, health anchor you, and prosperity rise with every bold step you take.

Here’s to a year that races ahead with big wins, powerful growth, and victories worth celebrating at every milestone.

31/01/2026

Today marks the start of the 2026 new academic term, and I’m truly happy to see around 35 participants, both online and offline, joining us.

The participants come from very diverse backgrounds — associate professors, doctors, influencers, lawyers, accountants, tax specialists, bank managers, investment banking managers, insurance professionals, investment advisors, retirees, and friends from many other industries.

Over the past one to two years, I’ve noticed significant shifts in the background of my participants:

1️⃣ More accounting professionals are enrolling. This likely reflects the growing need to expand service value amid trends like e-invoicing and AI.
2️⃣ More professionals in their 40s and 50s are joining.
3️⃣ More non-finance professionals are participating — now over 30% of total participants.
4️⃣ Overall, participant backgrounds are becoming increasingly diverse.

These trends show that whether highly educated individuals or professionals over 40, once they truly value financial planning, they will want to seek answers on their own.
The core reason? They don’t know who to trust.

When people know financial planning is important but are unsure whom to trust, it naturally leads to a mindset of finding answers independently. In the AI era, this also makes it easier for them to evaluate, compare, and discern information on their own.

So, to friends in the financial services industry:
The future bottleneck in your career will not be due to a “lack of demand,”
but rather an unwillingness to change and grow.

If you choose not to look up, ignore the changes already happening, and comfort yourself by thinking “it won’t happen so soon,” then even if you are doing your current job well, time itself becomes the most ruthless force.
As the environment evolves, staying in the same place will eventually lead to inevitable bottlenecks.

These are purely my personal observations and views. If you disagree, feel free to scroll past.
But if you share the same perspective, you’re welcome to reach out to us to learn more about the CFP programme.

19/01/2026

Lost in your financial career direction? Education gives clarity.
Already learning but not progressing? Ex*****on creates momentum.
Already working but not growing? Consistency builds mastery.

🎓 The CFP (Certified Financial Planner) program equips you with:

✅ Professional financial knowledge
✅ Practical application skills
✅ Structured, consistent development pathway

Start your journey with Max Wealth Education and build a future-proof career in financial planning.

For any further inquiries, please reach out to 013-3438829 / 019-354 8829

14/01/2026

🎓 CFP® Trial Class | 3 Hours | Complimentary (FOC)
An Opportunity to Understand How CFP® Professionals Create Career Value and Personal Financial Clarity

The Certified Financial Planner (CFP®) designation is globally recognised as the gold standard in financial planning. Beyond professional credentials, the CFP® framework equips individuals with structured knowledge that can enhance career advancement, personal financial decision-making, and family wealth planning.

This 3-hour complimentary trial class is a valuable opportunity for you to gain first-hand insight into how CFP® professional knowledge can be applied—whether you are exploring a career in financial planning or seeking to strengthen your own long-term financial and retirement planning.

Why Attend This Trial Class

This session is designed to help participants:

Understand how CFP® professionals add value in advisory, corporate, and entrepreneurial roles

Evaluate whether the CFP® pathway aligns with their career development goals

Learn practical financial planning concepts applicable to personal and family wealth management

Gain clarity on Malaysia’s regulatory and licensing landscape before committing to the programme

Key Topics Covered

Foundations of professional financial planning

Overview of Bank Negara Malaysia (BNM) Financial Adviser (FA) and Securities Commission (SC) CMSRL licensing pathways

Core retirement planning concepts for individuals and families

Investment portfolio principles used by professional planners

Ethical standards and best practices in financial advisory

Trainer

Nicholas Chu, CFP® IFP
Principal, Max Wealth Education

With extensive experience in both industry and professional education, Nicholas leads a training institution recognised for:
🏆 Consistently High Passing Rates for CFP® Modules M2, M3 & M4

Programme Details

🗓 Date: 24 January (Friday)
⏰ Time: 9:30 AM – 1:00 PM
💻 Mode: Online via Zoom
💰 Fee: Complimentary (FOC)

Registration

📲 Register here:
https://us02web.zoom.us/meeting/register/iwHAi-ETTjKkXRgQRKejYQ #/registration

📞 Enquiries:
013-343 8829 | 019-354 8829
or scan the QR code below 👇

This Trial Class Is Suitable For:

Professionals evaluating a transition or upgrade into financial planning

Individuals considering a globally recognised professional certification

Those seeking structured knowledge to improve personal, retirement, and family wealth planning

Seats are limited. We encourage interested participants to secure this opportunity early.

12/01/2026

“Clients may not be judging your expertise — they may be waiting for your guidance. As CFP professionals, we don’t just manage wealth; we inspire confidence, clarity, and financial peace.”

09/01/2026

CFP NITE and New Year Celebration – 8th January 2026

Seeing our students return for each quarterly gathering always brings so much joy—the academy comes alive again.

They include business owners behind well-known brands and talented professionals from many different fields. Beyond teaching, our goal is to be a bridge between the public and trusted financial advisors.

This New Year get-together was a simple one—no special guests, just great conversations, a preview of two upcoming projects, and valuable feedback.
Wishing our students continued success and the academy growing stronger every year.

Interested in the CFP program? Let’s connect!

09/01/2026

🎓 Thinking of Becoming a Globally Recognized Financial Planning Professional? 🌍
Start your journey with our CFP Trial Class – 3 Hours (FOC)

Are you interested in financial planning, investments, or retirement planning,
but unsure whether the CFP (Certified Financial Planner) pathway is right for you?

👉 This trial class is designed exactly for you.

💡 CFP TRIAL CLASS | 3 HOURS | FREE (FOC)
Get a clear understanding of the CFP career path, licensing requirements, and what it truly takes to succeed as a professional financial planner.

📌 Class Highlights:
✅ Fundamentals of Financial Planning
✅ BNM Financial Adviser (FA) & SC CMSRL Licensing Overview
✅ Core Retirement Planning Concepts
✅ Investment Portfolio Strategies
✅ Professional Financial Advisory Principles

👨‍🏫 Trainer: Nicholas Chu, CFP® IFP
Principal, Max Wealth Education
With years of industry and teaching experience,
and proudly recognized as an education provider with
🏆 Highest Passing Rates for CFP M2, M3 & M4

🗓 Date: January 24 (Friday)
⏰ Time: 9:30 AM – 1:00 PM
💻 Platform: Zoom (Online)
💰 Fee: FREE (FOC)

📲 Register Now: https://us02web.zoom.us/meeting/register/iwHAi-ETTjKkXRgQRKejYQ #/registration
Enquiry:
📞 013-343 8829 | 019-354 8829
or scan the QR code below 👇

🚀 If you are:
✔ Exploring a career in financial planning
✔ Considering a professional certification upgrade
✔ Looking for a sustainable and meaningful career path

CFP could be your next big step.
Limited seats available — register early!

Welcome! You are invited to join a meeting: 3-Hour CFP Trial Class. After registering, you will receive a confirmation email about joining the meeting.