CE Workshop (Selangor/KL)

Financial Planning for Millennials & Gen-Z | Facilitator : Alvin Kwan

November 23, 2019 8:30 am - October 23, 2019 5:30 pm Sime Darby Convention Centre

Points Endorsement : FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 6 CPD Points

Learning Outcome

Participants will be able to:

  1. Develop a holistic financial plan for the new generations that incorporate the major elements of financial planning.
  2. Apply new financial planning concepts and methods into the existing financial planning process to cater for the changes in the new generations
  3. Identify and apply the current behavioral trends of the new generations to the financial planning process
  4. Identify and apply the current market trends in the context of savings, investments and insurance to the financial planning process that relates to the new generations the most.

Fees:

Early Bird till 15th November 2019 – RM 285.00 [FPAM Members] ; RM 405.00 [Non-members]
Normal – RM 325.00 [FPAM Members], RM 455.00 [Non-members] ;
Closing date by 21th November 2019
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_KLSel_2311_-Fincancial-Planning-for-Millenials-Gen-Z

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

November 23, 2019 8:30 am - October 23, 2019 5:30 pm Sime Darby Convention Centre

Organizers

fpam

Location

Sime Darby Convention Centre