CE Workshop (KL/Sel) | Investing For Life Goals – A Portfolio Perspective | 28 April 2018

February 27, 2018 fpam

28 April 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: Sime Darby Convention Centre
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. Thomas Chan

Fees:

Early Bird Special by 20 April 2018 – RM 300.00 [FPAM Members] ; RM 425.00 [Non-members]
Normal – RM 340.00 [FPAM Members], RM 480.00 [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:

280418_FPAM CE Workshop – 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 call FPAM  office +603 7954 9500.