CE Workshop (Selangor)

Creating a Financial Plan Masterpiece | 26 January 2019, Saturday [ Full day ]

January 26, 2019 9:00 am - January 26, 2019 5:30 pm Rafflesia 1, Sime Darby Convention Centre

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

Learning Outcome

Participants will be able to:

  1. Discover required foundations and mindset to practice financial planning
  2. Apply 6 steps of financial planning process to manage client’s expectation
  3. Recognise common mistakes of financial advice
  4. Apply financial plan writing practice and distinguish from traditional practice of verbal financial advice, simplified financial reporting and product peddling
  5. Recognise common structure and elements of financial plan
  6. Determine quality of financial plan and identify its factors
  7. Apply alternative financial advisory to achieve high impact of financial advice

Venue: Rafflesia 1, Sime Darby Convention Centre
Time: 9.00am – 5.30pm (Registration start at 8.30am)
Facilitator: Mr. Gavin Teoh Hock Geh

Fees:

Early Bird Special by 18 January 2019 – RM 285.00 [FPAM Members]; RM 405.00 [Non-members]
Normal – RM 325.00 [FPAM Members], RM 455.00 [Non-members]
[The fee includes workshop materials, lunch and refreshments.]
Registration closed by 25th January 2019

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

CEW_KLSEL_2601_Creating a Financial Plan Masterpiece

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

January 26, 2019 9:00 am - January 26, 2019 5:30 pm Rafflesia 1, Sime Darby Convention Centre

Organizers

fpam

Location

Rafflesia 1, Sime Darby Convention Centre