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Kenanga Investors Awarded MFPC Excellence in the Financial Planning Advancement Award

Kuala Lumpur, 4 July 2024 – Kenanga Investors Berhad (“Kenanga Investors”) was awarded the MFPC Excellence in Financial Planning Advancement Award by the Malaysian Financial Planning Council (“MFPC”), recognised for its outstanding contribution in the category of Financial Planning Educational Impact and Outreach in Malaysia. This esteemed recognition highlights Kenanga Investors’ exceptional contributions and ongoing collaboration with MFPC, which have significantly influenced and shaped the financial planning landscape in Malaysia in the last decade.

The rigorous selection process for this award involved a comprehensive review by MFPC National Council members and management. Criteria encompassed innovative practices, contributions to financial education, professionalism, ethical standards, community engagement, and positively influencing Malaysia’s financial planning sector.

“We are honored to receive this recognition from MFPC. Our commitment to advancing financial education and supporting the financial planning industry in Malaysia remains steadfast. This award is a testament to the dedication of our team and the strategic financial planning initiatives we have implemented over the years”, said Datuk Wira Ismitz Matthew De Alwis, Executive Director and Chief Executive Officer of Kenanga Investors.

Kenanga Investors’ journey toward financial planning excellence began in January 2018 with the acquisition of the Capital Markets Services License (CMSL) in Financial Planning. “In May 2019, we further solidified our position by obtaining the Financial Adviser License. This was followed by a collaboration with MFPC in 2021 to offer Registered Financial Planner and Shariah Registered Financial Planner certifications, promoting a deeper understanding of the financial planning approach versus a product-based perspective through educational programmes”, Datuk Wira De Alwis explained. Since then, the firm has seen a total of 220 candidates participate in the programmes, showcasing the firm’s success in raising awareness of financial planning among individuals and contributing to the advancement of the industry, while also promoting financial planning in Malaysia. 

“Beyond obtaining these licenses, we provide extensive resources to support their ongoing development. License holders are provided with a series of product training sessions conducted by our in-house experts and partners”, he added. Kenanga Investors offers a diverse range of products tailored to meet the varied financial planning needs of their clients, including Unit Trusts (UT), Private Retirement Schemes (PRS), various types of life and Takaful insurance, general insurance, and investment mandate products. 

The firm also recently announced the launch of Kenanga Trustees Berhad, offering solutions such as the Kenanga Will Series and Kenanga Wasiat Series where both aim to simplify the estate planning process for individuals and families of diverse backgrounds. Meanwhile, its Private Client Advisory Service provides tailored solutions for high-net-worth individuals with complex financial needs. This strategic expansion signifies Kenanga Investors’ journey towards becoming a one-stop wealth planning centre that enhances, preserves, and facilitates the seamless transfer of wealth to succeeding generations.


For more information about Kenanga Investors, please visit www.kenangainvestors.com.my.

To download the pdf, click here.

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