Licensed Financial Planners: What Do They Do, Really?
From Ringgit and Sense by BFM Media
April 22, 2026 · 22 min
About this episode
The episode discusses the role and differences of licensed financial planners compared to other financial advisors.
This week on Ringgit & Sense, producer Jake Lim speaks to Yap Ming Hui, founder of Whitman Holdings - he’s also a licensed financial planner - about the profession. What makes a licensed financial planner different from the ‘wealth coaches’ and ‘investment consultants’ out there, how to tell whether they’re a good job, how much you can expect to pay, and more. Whitman was also recently listed on the LEAP Market Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
People in this episode
Host: Jake Lim
Guest: Yap Ming Hui
Topics covered
- financial planning
- licensed financial planners
- wealth management
- investment consulting
- financial advice
Keywords
- financial planner
- wealth coach
- investment consultant
- financial advice
- Whitman Holdings
Mentioned in this episode
Organizations: Whitman Holdings, BFM Media
More episodes of Ringgit and Sense
- Malaysia's Small Cap Stars: Inside RHB's Top Picks for 2026 · June 10, 2026 · 21 min
- Islamic Financial Planning 101 · June 3, 2026 · 20 min
- Are T20s As Rich As We Think? · May 27, 2026 · 20 min
- Unit Trust: Why You Might Prefer It Over ETFs · May 20, 2026 · 21 min
- Economic Crisis: How Can We Budget For It? · May 13, 2026 · 21 min
- Is Social Media Hurting the Finances of Young Malaysians? · May 6, 2026 · 21 min
Explore listener stats, chart rankings, contacts and more on the Ringgit and Sense podcast page.