Date: Mar 14, 2009 / Saturday [ full day ]

Objectives

  • Discover the truth about unit trust investments – are they really viable investment instruments?
  • Learn to use the financial planning approach to conduct fact-find about investor objectives, risk profile, time horizon, affordability to invest and investment strategies.
  • Learn how some economic indicators can influence the performance of the unit trust portfolio over time.
  • Learn how to develop a basic plan for investors by using a combination of asset allocation and dollar cost averaging strategy.
  • Learn how re-balancing of a unit trust portfolio is done in both a recovery and declining market situation.

Register before March 1, 2009 to enjoy Early Bird Discount!

A SIDC CPE-accredited Course with 10 CPE Points!  Incorporating “Code of Ethics” 2 CE Points.

Speaker: Mr. Mike Lee
Date: Mar 14, 2009 / Saturday [ full day ]
Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, Jalan Bukit Kiara, Off Jalan Damansara, 60000 Kuala Lumpur
Registration: 9.00 am – 9.30 am
Time: 9.30 am – 5.00 pm
Fee: Early Bird Special – RM250 ( FPAM Member), RM300 (Public)
Normal – RM300 ( FPAM Member), RM350 (Public)
Fee includes seminar materials, buffet lunch and refreshments.
CE Points: Ten (10)
CPE Points: Ten (10)

Click here for registration form, speaker profile and course outline.