Category: CE Courses

Wealth Management for Financial Planners

December 18, 2008 Admin


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.

Select the Right Industry to Invest At the Right Time

October 29, 2008 Admin

Date: Jan 17, 2009 / Saturday [ full day ] This course is to enable the participants to: Understand the importance of industrial and company analysis Select the right industry to invest at the right time Understand the structure and operational characteristics of various industries Have an in-depth understanding on the banking sector A SIDC […]

Derivatives and Structured Products

September 8, 2008 Admin

November 8, 2008 A SIDC CPE accredited course 10 CPE Points This course is designed to provide an understanding on the structured products. Structured products is an investment made up of a portfolio of securities and derivatives. The participants will understand the component parts of the structured products, such as bonds, swaps and options, and […]

Islamic Financial Planning Certificate by FPAM

September 1, 2008 Admin

This is a professional qualification recognised by SIDC that carries 20 CPE points. A certificate will be awarded to the successful participant. This course is also an FPAM Continuing Education series that carries 40 CE points maximum.

CE Course by Malacca Chapter – How To Protect Your Most Valuable Assets?

May 22, 2008 Admin

Date: June 21, 2008 (Saturday) Time: 2.00 pm – 6.00 pm Venue: De’ Lisbon Hotel, Melaka CE Points: 5 Admission: Early Bird (by June 14, 2008) Members: RM40.00 Non-members: RM50.00 Walk-in Members: RM50.00 Non-members: RM60 Groups of Five (5) Members: RM200.00 Non-members: RM250.00 Synopsis: The objective of this course is to promote and educate the […]

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