CE Workshop (Melaka)

CE Workshop (Melaka)

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

March 28, 2020 8:30 am - March 28, 2020 5:30 pm The Pines Melaka

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 13th 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 25th March 2020
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_Mlk_28032020_Investing for Life Goals – A Portfolio Perspective

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

Send e-mail to melakachapter@fpam.org.my ; CC: events@fpam.org.my or call FPAM office +603 7954 9500 or
Keh at 012-373 0605.

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Event Information

March 28, 2020 8:30 am - March 28, 2020 5:30 pm The Pines Melaka

Organizers

fpam

Location

The Pines Melaka