Performing Comprehensive Retirement Planning with Microsoft Excel by Frederick Ang
February 26, 2025
Johor Chapter CE Workshop: Successful Investment Strategies in Unit Trust Investments By Avril Tan
March 24, 2025
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.