CE Workshop (Ipoh)

CE Workshop (Ipoh)

Investing For life Goals – A Portfolio Perspective | Facilitator : Pauline Yong

March 21, 2020 8:30 am - March 21, 2020 5:30 pm Symphony Suites Hotel, Ipoh

Points Endorse : 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.

Fees:
Early Bird till 6th March 2020 – RM 205.00 [FPAM Members] ; RM 255.00 [Non-members]
Normal – RM 255.00 [FPAM Members], RM 305.00 [Non-members]
Closing date by 17th March 2020
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_Ipoh_21032020_Investing For Life Goals – A Portfolio Perspective

Shall you need any further information, please do not hesitate to

Send e-mail to ipohchapter@fpam.org.my ; CC: events@fpam.org.my or call FPAM office +603 7954 9500 or
Kathryn at 012-5079093.

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Event Information

March 21, 2020 8:30 am - March 21, 2020 5:30 pm Symphony Suites Hotel, Ipoh

Organizers

fpam

Location

Symphony Suites Hotel, Ipoh