Johor Chapter CE Workshop: Successful Investment Strategies in Unit Trust Investments By Avril Tan
RM160.00
| Date | 22 March 2025, Saturday (Half-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 1.00pm |
| CE/CPE/CPD | 5 FPAM CE Points / 10 SIDC CPE Points (Pending Approval) / 4 FiMM CPD Points (Pending Approval) |
| Facilitator | Avril Tan |
Successful unit trust investment hinges on strategic decisions. Diversification is the key to spreading investments across various assets to mitigate risks. Aligning investments with your risk tolerance and regularly monitoring fund performance ensures adaptability.
Learning Outcome
By the end of the course, participants will be able to:
- Differentiate between conventional bank deposits and investments in unit trusts
- Understand how the stock market works and its influence on unit trusts.
- Understand the role of the Securities Commission
- Minimise losses and maximise returns in Unit Trust investments
- Identify issues relating to successful unit trust investing
- Interpret and relate to real-life examples of successful unit trust investments.
Learning Outline
| 8.30 – 9.00 am | Registration / Pre-Assessment |
| 9.00 – 10.00 am | Unit Trust Basics
|
| 10.00 – 10.30 am | Understanding the Stock Market story and the regulation to have a deeper understanding of how investments in unit trusts work
|
| 10.30 – 10.45 am | TEA BREAK |
| 10.45 – 11.45 am | Six Golden Rules
|
| 11.45 am – 1.00 pm | Case Studies and Q&A |
Facilitator
Avril Tan,
Avril is an experienced CFP CERT TM practitioner with 26 years in the financial industry, specializing in money management, unit trusts, and investment planning. Currently, she serves as a Group Agency Manager with a leading unit trust investment company in Malaysia, where she leads a team of around 100 consultants.
Avril holds the Certified Financial Planner (CFP), Islamic Financial Planner (IFP), and Certified Behavioral Consultant certifications. She earned her Bachelor of Commerce degree in Accounting & Finance from Flinders University of South Australia. She’s currently pursuing the Certified Financial Coaching certification.
A regular trainer and speaker on company platform, Avril is also a CFP CERT TM certification trainer and has covered topics such as stock investments, insurance planning, property investments and soft skills such as mindset power, limiting beliefs and behavioural styles. Her commitment to excellence in training has earned her one of the Top Agency Speakers award from her company in 2022. Recently she was honoured to be given the recognition of British Publishing House’s ‘Successful People in Malaysia’ award in May 2022.
As a passionate advocate for financial empowerment, Avril is dedicated to helping her clients achieve financial independence and make informed financial decisions. She is also known for her contributions to financial articles in Smart Investor magazine. Avril is actively involved in the financial planning community, serving as the Deputy Chairman for the Johor chapter of the Financial Planning Association of Malaysia (FPAM).
Avril has extensive experience in various fields, including banking, money management, leadership, coaching, mentoring, administration, sales, public speaking, teaching, and training. Her mission is to guide individuals toward financial security and promote ethical financial practices while nurturing the next generation of CFP practitioners.
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.
