As a Financial Planner

Clement Ong was trained and then accredited as a Certified Financial Planner® by the Financial Planning Association of Malaysia (FPAM), which FPAM is an affiliate of Financial Planning Standard Board (United States), after he passed the professional examination in December 2010.

A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives. Financial Planners do their work by consulting with clients to analyze their goals, risk tolerance, life or corporate stages and identify a suitable class of investments for them. From there, the financial planner may set up a program to help the client meet those goals by distributing their available savings into a diversified collection of investments designed to grow or provide income as desired.

However, Clement Ong does not practice as a financial planner throughout his career, but he did provide financial planning advisory to his clients during the estate planning, which was incidental to his legal practice.

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