Family Trust Planning – Different Ways to Do It by Azhar Iskandar Hew
March 12, 2026
Personal Income Tax Planning By Assoc. Prof. Dr. Chang Chee Fei
March 19, 2026
Practical Investment Planning Advisory for Middle Class Market by Hoe Seng Foon & Teh Jiansheng
RM160.00
| Date | 18 April 2026, Saturday (Half-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 1.00pm |
| CE/CPE/CPD | 5 FPAM CE Points (Confirmed) / 10 SIDC CPE Points (TBC) / 4 FiMM CPD Points (TBC) |
| Facilitator | Lee Sien Tiong, Hoe Seng Foon & Teh Jiansheng |
This course equips you with the essential skills and knowledge needed to advise your middle-class market clients on investment planning. Through a combination of theoretical understanding and real client case studies sharing, you will learn how to use your financial planning and investment planning knowledge to advise and deliver value-added investment planning service to your clients.
Learning Outcome
By the end of the course, participants will be able to:
- Discover how to engage prospects or clients better with a professional investment planning approach, as compared to a product-oriented selling approach.
- Analyse the unique investment planning needs of middle-class clients in Malaysia.
- Explain the 5 key components of practical investment planning advisory for middle-class clients.
- Apply practical professional methods to explain the role of holistic financial planning in practical investment planning advisory.
- Adopt professional financial planning approach to present the 5 key components of practical investment planning advisory for middle-class clients.
- Discover the latest investment platform to support practical investment planning advisory.
Learning Outline
| Time | Details |
| 8.45 – 9.00 am | Registration / Pre-Assessment |
| 9:00 – 10.30 am | Investment Planning for Malaysia’s Middle-Class Clients
|
| 10:30 – 10:45 am | TEA BREAK |
| 10:45 – 11:45 am | Practical Investment Strategies
|
| 11.45 am – 12.45 pm | Leveraging Innovative Investment Platforms
|
| 12:45 – 1:00 pm | Post-Assessment / Closing |
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 seasoned 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 an 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