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He is licensed as a financial planner by the securities commission of malaysia and a finan. I am now a financial planning partner in a dynamic company and while i may be a mum to a dotting son, i can proudly say that my clients have become a 2nd family to me. The financial planning association (fpa), a professional membership organization for the financial planning community, is a good place to find a certified financial planner™ professional. Book a meeting with a scotia advisor.