FPAM Perak Chapter CE Workshop | Digital Banks in Malaysia: A Threat to Traditional Banks by James Chin
April 14, 2025
Prospecting Excellence in Financial Services by Edison Pang
April 23, 2025
Legacy Planning – Mastering the Art of Legacy Creation and Protection by Jack Lin
RM260.00
| Date | 8 May 2025, Thursday (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 5.00pm |
| Endorsement | 10 FPAM CE Points / 10 SIDC CPE Points (Pending Approval) / 8 FiMM CPD Points (Pending Approval) |
| Facilitator | Jack Lin |
Legacy planning involves strategically crafting and safeguarding the assets, values and goals that one wishes to pass on to future generations. It encompasses financial planning, estate planning and the transmission of personal values and wisdom. Mastering the art of legacy creation and protection entails creating a comprehensive plan that ensures the preservation and transfer of wealth, memories and values according to one’s wishes.
Learning Outcome
By the end of the course, participants will be able to:
- Identify the essential instruments for Estate Planning and their use in diverse scenarios.
- Investigate the distinct roles that insurance plays in the contemporary financial planning landscape.
- Explain how to effectively interpret insurance laws when developing solutions for clients.