Category: CE Courses

Effective Wealth Management For High Net Worth Private Clients

May 14, 2009 Admin

Date: July 14 & 15, 2009 / Tuesday & Wednesday [ full day ] Register before JULY 1, 2009 to enjoy Early Bird Discount! A SIDC CPE-accredited Course with 10 CPE Points each day! Note: 1-day program is also available separately.

Corporate Failure – Early Warning Signs

March 3, 2009 Admin

Date: Mar 18, 2009 / Wednesday [ full day ] Participants will have a better understanding of the current state of credit markets and appreciate the importance of the credit cycle. You will learn and recognize accounting irregularities and gauge performance using ratio analysis. Participants will gain an appreciation of the rating agency approach and understand […]

Financial Option: Pricing and Strategies

February 19, 2009 Admin

Date: May 16, 2009 / Saturday [ full day ] This course is designed to provide an understanding on financial options. It will start from the building block of option pricing, which is interest term structure and historical and implied volatility. Second session will introduce three categories of option pricing models, they are 1. Analytical, […]

Wealth Distribution & Preservation – Insurance & Trust to benefit your clients

January 28, 2009 Admin

Date: Apr 18, 2009 / Saturday [ full day ] The creation of a trust is always associated with the ultra rich. One of the aims of this course is to dispel such a notion. This course is designed to provide an understanding on the impact and the techniques of wealth distribution and preservation using […]

Managing Your Unit Trust Portfolio Well At All Times

December 19, 2008 Admin

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 […]

Wealth Management for Financial Planners

December 18, 2008 Admin

Objectives

There can never be enough exposure to wealth management. People are different in many ways and their appetite for risk and return is even more varied. Financial Planners need to understand how people view their personal finances and the choices they are willing to make.

Goals in an uncertain economic environment will be harder to achieve and financial planners need to be even more astute as to client wants and needs. All the components of financial planning, namely cash flow management, tax planning, investment management, risk management and estate planning must be brought to bear to achieve client objectives.

Financial planners in wealth management practice will also have a heavy interest in business models that will work for them. Wealth management for the different categories and styles of people will always absorb the interest of financial planners.

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