Institute of Business
Advisors Malaysia

We are the Malaysia Chapter of the Institute of Advisors committed to ongoing education for financial advisors, accountants, bookkeepers and independent consultants to succeed in professional business advisory.

Course Info
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Step-By-Step
Methodology

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Templates,
Handouts &
Material

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Video Lessons
& Resources

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Award Winning
Cloud-Based
Software

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Marketing
Resources
& Credentials

WHO WE ARE

Leading Business Advisory &

Consulting Certification

We are the Malaysia Chapter of the Institute of Advisors committed to accelerating financial advisors, accountants, bookkeepers, independent consultants and other professionals to integrate Business Advisory Services into their practice.

We aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow

The Malaysia Chapter Supports The Institute’s Goal Of Collaborating With The Passionate Thought Leaders In The Space To Create:

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A Set Of Worldwide Benchmarked Standards

that can be incorporated into any advisory practice.

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To Assess & Recommend Products

that meet the quality guidelines of the Institute’s board of governors.

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To Offer A Mentoring Program

to help professional advisors to add “Advisory” services.

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To Recognise
The Excellent Work

in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process.

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To Create A
Free Membership Library

that fosters the growth and development of material and resources in this area.

Course Info
OUR ADVISOR

Malaysia Chapter

Business Advisor And Consultant

Dr Fakhrul Anwar Zainol

UniSZA, Terengganu, Malaysia

President, Malaysia Chapter

Darren Kong

Kuala Lumpur, Malaysia

Programme Director

Key Module Learning Objectives

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THE ROLE OF
AN ADVISOR

By the end of this module, students will have understanding of :
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    What makes a good advisor
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    What skills to work on to be effective
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    What are the prime requirements of clients
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BUSINESS ADVISOR -
PRACTICE READINESS &
BUSINESS MODELS

By the end of this module, students will have understanding of :
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    What an advisory roadmap looks like and advisory options
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    How to structure your practice for success
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    How to build a process that provides maximum value
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    How to create recurring revenue and get your messaging right
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CLIENT DISCOVERY
PROCESS

By the end of this module, students will have understanding of :
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    How to move away from a financial metric focus and broaden the conversation
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    What are the most important skills for maximum effectiveness
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    Why emphasizing the “value proposition” is so important
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    How to use the MAUS technology to create professional presentations
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STRATEGIC &
BUSINESS PLANNING

By the end of this module, students will have understanding of :
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    What a business plan and strategy is
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    How to create a plan for a client
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    How to ensure the client stays accountable to the plan
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CLIENT REVIEW
MEETINGS

By the end of this module, students will have understanding of :
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    Why strategic metrics are so important
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    How to create a scorecard from strategic metrics
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    How to conduct a monthly review meeting and in the process establish a platform of success for you and your client
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MARKETING &
COMMERCIALISING
YOUR PRACTICE

By the end of this module, students will have understanding of :
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    How to market their practice
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    What makes the difference between successful and failure
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    How to create marketing collateral that explains their services
Join Us Now

Partners of Institute of Advisors

OUR EVENTS

Upcoming Events & Institute Recommended Courses

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Certification Workshops

The Institute conducts face-to-face workshops which are included in your certification course.
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Recommended Partner Events

These are accreditation and professional development courses that the Institute highly recommend.
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Local Chapter Events

The Institute encourages both formal and informal chapter events to help drive engagement from local advisors.
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Annual Conference

The Institute hosts an annual conference supported by it’s sponsors and partners. This is an opportunity.
View All Events
FREE CONSULTING & ADVISORY INFO

Become A Certified Business

Advisor & Consultant

Institute Of Advisors® – Global Business Advisory And Consulting Credential, Perfect For Consultants, Accountants & New Startup Advisors



    CONTACT US

    INST BUSINESS ADVISORS MALAYSIA SDN BHD Registration No.202201006400 (1452097-D)

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    Unit 2-1, Level 2, The Podium, Tower 3,
    UOA Business Park, No 1, Jalan Pengaturcara U1/51a,
    Seksyen U1, 40150 Shah Alam, Selangor