CE Workshop (KL/SEL)

CE Workshop (KL/SEL)

Constructing a Financial Plan – A Practical Approach | Facilitator : Kevin Neoh Kian Ming

February 29, 2020 8:30 am - February 29, 2020 5:30 pm Sime Darby Convention Centre

Points Endorse : FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Apply financial plan writing practice and distinguish from traditional practice.
  2. Develop mindset of delivering holistic financial plan and determine value of writing the plan.
  3. Apply the know-how of marketing financial planning service and writing a plan to appropriate client.
  4. Apply 6 steps of financial planning process.
  5. Apply the key skills of writing a quality and comprehensive financial plan.

Fees:
Early Bird till 21st February 2020 – RM 285.00 [FPAM Members] ; RM 405.00 [Non-members]
Normal – RM 325.00 [FPAM Members], RM 455.00 [Non-members]
Closing date by 26th February 2020
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_KL SEL_29022020_Constructing a Financial Plan – A Practical Approach

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

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Event Information

February 29, 2020 8:30 am - February 29, 2020 5:30 pm Sime Darby Convention Centre

Organizers

fpam

Location

Sime Darby Convention Centre