SIDC CPE, FIMM CPD & HRDF Financial Master Class-inancial Master Class-Master Your Finance, Master Your Life! A Simple Yet Practical Personal Financial Planning And Tool
Date: 27 Dec 18 (Thur)
Venue: Suruhanjaya Syarikat Malaysia SSM KL Sentral, KL
-Financial Health Check
-Practical Financial Plan tool given
-Real life stories & case study
-Interactive learning in comfortable environment
1. Help clients and ownself to construct a simple yet practical financial plan
2. Employ the tool to plan and gains commitment from client and open business opportunity on financial solutions proposed
1. Participants should be able to better manage of the client’s finance through financial planning tool.
2. Participants should be able to help their client take control of their own life, family and money.
3. Participants should be able to guide their clients to live life to the fullest and in the same time giving and helping those needed.
Who Should Attend
a) Directors, Business Owners, Entrepreneurs, Managers, Team Leaders, Decision Makers who are committed to lead their team toward financial wellness and successful in career and life.
b) Financial Professionals who look for upholding their skills, professionalism and knowledge in order to serve their clients better.
1. Knowing you financially.
2. Wealth and You
3. Overview of Financial Planning & the important of financial planning
4. Where are you now and the Important of having a goal
5. Financial Plan’s goal, resources and gaps-Education, Debt, Networth & Retirement
6. Formulate Financial/Investment Strategies.
7. Develop Action Plan and Review Schedule.
8. Being Kind
9. Q & A & Summary
1)HRDF Claimable under SBL Scheme
2)CPE / CPD point entitlement
a)SIDC CPE – 10 points
b)FIMM CPD – 8 points
c)MFPC CPD – 8 hours (only applicable for MFPC’s member & subject to own application with MFPC for the CDP endorsement)
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