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FPAM Penang Chapter CE Workshop | Risk Management in Personal Financial Planning By Ng Ka Hoe
RM260.00
| Date | 17 October 2024 |
|---|---|
| Time | 9.00am – 5.00pm |
| CE/CPE/CPD | 10 FPAM CE Points / 10 SIDC CPE Points / 8 FiMM CPD Points |
| Facilitator | Ng Ka Hoe |
Risk Management in personal financial planning involves identifying, assessing, and mitigating potential financial risks to safeguard one’s financial well-being. This includes understanding and managing risk related to income fluctuations, market volatility, unexpected expenses, medical and other unforeseen events. By proactively addressing potential risks, individuals can enhance financial resilience and achieve their long-term financial goals.
Learning Outcome
By the end of the course, participants will be able to:
- Understand the role of risk management in achieving financial goals securely.
- Differentiate between insurance and takaful and their respective coverages.
- Calculate the necessary insurance/takaful coverage using the total needs approach.
- Identify issues related to beneficiary and nominee assignments in insurance policies.
- Evaluate the balance between investment and protection in personal finance.