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Investing Your Money The Right Way by Ng Ka Hoe
RM260.00
| Date | 14 February 2024 [Full day] |
|---|---|
| Time | 9.00am – 5.00pm |
| CE/CPE/CPD | 10 CE Points / 10 CPE Points / 8 CPD Points |
| Facilitator | Ng Ka Hoe |
This workshop provides attendees with essential insights into effective wealth growth strategies. Emphasising clear financial goals, the workshop highlights the significance of understanding individual risk tolerance. Diversification across various asset classes and the importance of a balanced portfolio will be the key focal points.
Learning Outcome
By the end of the course, participants will be able to:
- By the end of the course, participants will be able to:
- Identify life financial goals using effective investment planning methods.
- Determine investor risk profile and understand its implications.
- Select appropriate financial instruments based on personal investment objectives.
- Construct a diversified investment portfolio tailored to individual needs.
- Review investment strategies to align with financial goals.
Learning Outline
| 8.30 – 9.00am | Registration / Pre Assessment |
| 9 : 00 – 10 : 00 | Overview of Investment Planning |
| Description:
|
Introduction to personal investment planning and goal setting |
| 10: 00 – 10 : 30 | Understanding Investor Profiles |
| Description: | Assessment of risk tolerance and investment preferences. |
| 10.30 – 10.45 | TEA BREAK |
| 10 : 45 – 11.45 | Introduction to Financial Instruments |
| Description: | Overview of various investment options and their suitability. |
| 11.45- 12.30 | Creating a Personal Investment Portfolio |
| Description: | Steps to build and manage an effective portfolio. |
| 12.30 – 2.00 | LUNCH |
| 2 : 00 – 3 : 30 | Portfolio Review and Adjustment |
| Description: | Techniques for monitoring and rebalancing investments |
| 3.30 – 3.45 | TEA BREAK |
| 3 : 45 – 4 : 45 | Practical Application |
| Description: | Case studies and practical exercises in investment planning. |
| 4 : 45 –5 : 00 | Q&A Session |
Facilitator
Ng Ka Hoe
Ng Ka Hoe is a financial practitioner and coach with 12 years of industry experience. He is a Registered Financial Planner under the Malaysian Financial Planning Council (MFPC) and holds a BSc in Computer Science. Ka Hoe has a diverse background in property investment, business ownership, and financial planning. He is also known for raising significant funding through private crowdfunding and is a sought-after speaker at financial conferences in Malaysia and Singapore.
Terms & Conditions
- Registration is on a first-come-first-served basis, only 30 seats are available.
- Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
- Confirmation is subject to receipt of payment before the workshop.
- FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.
Frequently Asked Questions
1. How long will each physical program take?
Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.
2. Can I attend only half the sessions of the training?
You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.
3. Mode of payment?
We accept payment by credit / debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).
4. How secure is shopping? Is my data protected?
Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.
5. Who should I contact if there is any transactional issue or problem purchasing any product/service?
Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.