Financial Security Through Financial Planning By Christopher Chiu

RM260.00

Date	21 January 2026, Wednesday (Full-Day Online CE Workshop)
Time	9.00am – 5.00pm
CE/CPE/CPD	10 FPAM CE Points / 10 SIDC CPE Points (TBC) / 8 FiMM CPD Points (TBC)
Facilitator	Mr. Christopher Chiu

SKU: N/A Category: Workshops

During troubling economic times, many of us may have concerns about what the future holds and how this can impact our financial situation. This is why it’s more important than ever to think about creating a long-term strategy when it comes to your money and the security of your savings. While this sounds a little overwhelming, we’re here to help—there are plenty of tips and tricks that can help you break the financial planning process into manageable, bite-sized chunks.

Learning Outcome

By the end of the course, participants will be able to:

Evaluate their current financial position using relevant tools and techniques.
Describe their future financial goals and evaluate their capacity to manage financial risks and withstand adverse events.
Explain the concept of financial security and analyse personal cash flow and net worth to assess financial health.
Differentiate between saving and investing based on purpose, risk, and return.
Demonstrate an understanding of retirement planning and its significance in long-term financial security.
Describe various methods of wealth transfer, including legal and financial implications.
Create a basic financial plan that incorporates income, expenses, savings, and investment strategies.
Appraise the value of professional financial advice and the benefits of collaborating with a financial adviser.

Learning Outline

Time	Details
8:30 – 9:00 am	Registration / Pre-Assessment Multiple choice questions for participants to complete the course.
9.00 – 9.30 am	Introduction Do I feel financially secure? Where am I now? Where do I want to go? Reaching financial security Pillars of financial security
9.30 – 10.30 am	How to handle adverse events Preparing for a life crisis Preparing for an economic crisis
10.30 – 10.45 am	TEA BREAK
10.45 – 11.30 am	Savings vs Investing Differentiating savings from investing Creating a savings fund Long term goals and investments
11.30 am – 12.30 pm	Retirement planning Longevity risk Healthcare expenses Post retirement money management
12.30 – 2.00 pm	LUNCH
2.00 – 2.45 pm	Money management What I earn and spend on What I own and owe Managing expenses Managing debt What is my financial status
2.45 – 3.30 pm	Estate planning Protecting my family Passing on my wealth
3.30 – 3.45 pm	TEA BREAK
3.45 – 4.15 pm	Financial security through financial planning Making my financial plan Implementing my financial plan
4.15 – 4.45 pm	How to work with a financial adviser Types of financial intermediaries What can a financial adviser do?
4.45 – 5.00 pm	Post Assessment / Session Ends Multiple-choice0 questions for participants to complete the course.

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.