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Lifetime Clients with Strategic Asset Allocation with Unit Trust By Christopher Chiu
RM160.00
| Date | 13 December 2025, Saturday (Half-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 1.00pm |
| CE/CPE/CPD | 5 FPAM CE Points / 10 SIDC CPE Points (TBC) / 4 FiMM CPD Points (TBC) |
| Facilitator | Christopher Chiu |
Strategic asset allocation (SAA) refers to a long-term portfolio strategy that involves choosing asset class allocations and rebalancing the allocations periodically. Rebalancing occurs when the asset allocation weights materially deviate from the strategic asset allocation weights due to unrealised gains/losses in each asset class.
The SAA strategy is used to diversify a portfolio and generate the highest rate of return at a given level of risk. It is similar to a buy-and-hold strategy in that target asset weights are chosen and maintained over a long period of time. Target allocations in the SAA strategy depend on several factors, including investor risk tolerance, time horizon, and return objectives.
Learning Outcome
By the end of the course, participants will be able to:
- Determine how to help clients achieve their financial goals with a suitable process, system and tools.
- Identify the different financial products suitable for the client’s needs.
- Identify different investment strategies to meet the client’s return on investment expectation.
- Classify the different asset classes and their asset allocation.
- Apply the portfolio building concepts to build investment portfolios that meet clients’ financial goals.
Learning Outline
| Time | Details |
| 9:00 – 9:30 | Understanding Your Investor |
| Description: | · Overview of Investors’ Income & Expenditure.
· Identify the suitable business structures and ownership for business continuity. · Leakages in Personal Finance. · Understand Investors’ Needs & Feelings.
|
| 9:30 – 10:00 | Different Tools for Different Use |
| Description: | · Different Types of Financial Tools.
· Complementary Use of Tools for Complete Solution to Clients. |
| 10:00 – 10:30 | Unit Trust Investment Basics |
| Description: | · Types of Investment Strategies
· Investment Tools to Match Different Strategies · Importance of Risk & Return to Clients Expectation |
| 10:30 – 10:45 | TEA BREAK |
| 10:45 – 11:30 | Asset Allocation in Unit Trust |
| Description: | · Understand Asset Classes
· Basis for Asset Allocation |
| 11:30 AM – 12:15 PM | Building Clients’ Portfolio |
| Description: | · Understand Asset Classes
· Basis for Asset Allocation |
| 12:15 – 12:45 | Case Study |
| Description: | · Application of concepts and skills in a case study
· Rebalancing of Portfolio |
| 12:45 – 1:00 | Q&A Session |
| Description: | · Questions and Answers session for final clarifications |
Facilitator
Christopher is a licensed Financial Planner and Financial Adviser Representative with UOB Kay Hian Wealth Advisors Sdn. Bhd. He holds licenses to practice from both Securities Commission and Bank Negara Malaysia. He is a practitioner in financial planning, having advised clients for over 20 years.
In addition to advising clients, he has taught the CFP™ certification program to aspiring financial planners for SEGI College and KMDC. He has also developed study manuals for the CFP™ professional examination syllabus. He currently develops and facilitates Continuing Education courses for the Financial Planning Association of Malaysia
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.