CE Workshop (Johor) – Creating a Financial Plan Masterpiece | 11 November 2017

October 10, 2017 fpam

11 November 2017, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Discover required foundations and mindset to practice financial planning
  2. Apply 6 steps of financial planning process to manage client’s expectation
  3. Recognise common mistakes of financial advice
  4. Apply financial plan writing practice and distinguish from traditional practice of verbal financial advice, simplified financial reporting and product peddling
  5. Recognise common structure and elements of financial plan
  6. Determine quality of financial plan and identify its factors
  7. Apply alternative financial advisory to achieve high impact of financial advice

Venue:Ponderosa Golf and Country Club, Taman Ponderosa, Johor Bahru, Johor
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. Gavin Teoh Hock Geh


Early Bird Special by 1 November 2017 – RM 212.00 [FPAM Members]; RM 265.00 [Non-members]
Normal – RM 265.00 [FPAM Members], RM 318.00 [Non-members]
[The fee includes 6% of GST, workshop materials, lunch and refreshments.]
Registration closed by 6 November 2017

Please click on the link below for the Course Outline & Registration Form:

111117_FPAM Johor Chapter_Creating a Financial Plan Masterpiece_Gavin Teoh

Shall you need any further information, please do not hesitate to send e-mail to  events@fpam.org.my or call FPAM  office +603 7954 9500.