CE Workshop (Johor) | Investing For Life Goals – A Portfolio Perspective | 14 July 2018

May 15, 2018 fpam

14 July 2018, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Demonstrate essential needs of investment planning as a management pillar of financial planning
  2. Explain and advise more effectively on the various financial products features to suit the needs of both existing and potential customers
  3. To understand the different asset classes and their expected returns
  4. Apply the portfolio building concepts to build investment portfolios that meet clients’ financial goals

Venue: Ponderosa Golf Club, Johor Bahru
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Ms. Pauline Yong

Fees:

Early Bird Special by 14 June 2018 – 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.]

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

CE WS_140718_ Investing For Life Goals – A Portfolio Perspective

Shall you need any further information, please do not hesitate to send e-mail to events@fpam.org.my or johorchaprter@fpam.org.my or call FPAM  office +603 7954 9500 or Kenney at 013-3368828 & Mohan at 017-7731762