Case Studies – The Practical Approach to Deliver Financial Planning Service to Mass Affluent Clients by Lee Sien Tiong, Hoe Seng Foon & Teh Jiansheng

Learning Outline

Facilitator

Facilitator Profile – Lee Sien Tiong, David

David is a Certified Financial Planner® (CFP). He is also a Chartered Accountant registered with Malaysian Institute of Accountants. He holds Capital Market Services Representative License (CMSRL) from the Securities Commission and Financial Advisor’s Representative license from Bank Negara Malaysia.

David joined Whitman in April 2002 and specialises in providing comprehensive wealth management and family office services.

David’s personal advisory clients include some of the major owners of public-listed companies (PLCs) on Bursa Malaysia, successful small-and-medium enterprise (SME) companies and top professional at various professional practices and multinational corporations. With his background, knowledge and experience, he is well positioned to give sound advice to his clients.

An accomplished analyst, he has helped his clients to devise their investment plans, managing their retirement plans as well as their estate planning and wealth management.

Over the years, David has won various industry awards for his distinguished business growth and professional achievement.

Facilitator Profile – Hoe Seng Foon

Hoe is a Registered Financial Planner® (RFP). Currently, he holds Capital Market Services Representative License (CMSRL) from the Securities Commission and Financial Advisor’s Representative license from Bank Negara Malaysia.

Prior to joining Whitman, he has more than 12 years of experience in the financial services industry.

Hoe joined Whitman in 2009 and follows a structured and result oriented approach to financial advice. He helps clients across a broad base of professional spectrums: senior executives, professionals and retirees make smart, strategic decisions with their money so they can meet their financial and lifestyle goals. With his background, knowledge and experience, he is well positioned to give sound advice to his clients.

A season holistic financial planning practitioner, he has helped his clients to develop and manage their holistic financial plan, address various issues of clients’ concerns and guide them to invest successfully to achieve their financial goals.

Over the years, Hoe has won various industry awards for his distinguished business growth and professional achievement

Facilitator Profile – Teh Jiansheng

Teh Jiansheng, CFP®, Holistic Investment Planner, is the Vice President at Whitman Independent Advisors. Since joining the financial services industry in 2019, he has been actively providing holistic financial advice covering areas such as retirement planning, tax and estate planning, insurance planning, and more.

Jiansheng holds both the Unit Trust Consultant (UTC) and Private Retirement Scheme Consultant (PRC) licenses, and he is a iFast Symposium Qualifier.

Apart from that, he holds a Degree and is a Certified Financial Planner (CFP®). He is also licensed under the Capital Market Services Representative’s License (CMSRL) and the Financial Advisor’s Representative (FAR) license, both regulated by the Securities Commission Malaysia (SC). In addition, he is a member of the Financial Planning Association of Malaysia (FPAM) and holds the CPA (Aust.) designation.

His clientele includes high-net-worth individuals, professionals, corporations, and SMEs, and he is currently advising on over RM150 million worth of clients’ total wealth.

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/online program take?

Each physical/online 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.