Building a Successful & Ethical Mindset as a Financial Professional

Human nature has provided the ability to make decisions. How those decisions are made, however, is up to each individual. From experience, most of us know that making some decisions is not as important as making other decisions. But creating a mindset that uses strategic thinking is the only way you will truly make strategic decisions for strategic planning in all areas of your life.

Developing a mindset that can lead you forward to financial success, as well as success in all parts of life, is the only way you will be able to earn wealth without inheriting it. And probably the only way you will maintain your wealth successfully, if you do inherit it. The right mindset comes from self-examination, making decisions that are about better health, improved knowledge and skills, and hard work to make your improved lifestyle habitual.

Learning Outcome

Upon completion of this course, participants will be able to:

1. Apply techniques to build a successful mindset.
2. Implement ethical behaviour to enhance their success.
3. Determine own attitudinal progress and sustainability to become a successful financial professional.

Learning Outline

Facilitator

Profile of Ms. Linnet Lee

Linnet Lee, CFPCERT TM, IFP®, eCTP, Chief Executive Officer, of the Financial Planning Association of Malaysia, is passionate about developing the financial planning industry and enhancing public financial literacy. She is a member of the:

• FAA Accreditation Panel (2017 & 2018)
• ICF Task Force, SIDC (2017 & 2018)
• Chief Executives Council of FPSB (2015/2016 & 2018/2019)
• FPSB APAC Chairperson (2019-2021)

Her experiences of 21 years in the financial industry as an LFP, FAR, tied-agent, and estate planner. She is a HRDF-registered independent workshop designer and facilitator in financial literacy, sales, attitudinal & financial planning-related workshops. 10 years as an employee in management, sales, operations, and administration

Terms & Conditions

• Registration is on a first-come-first-served basis, only 20 seats available.
• Participants need to sit in for both sessions in order to accumulate the points.
• Confirmation is subject to 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 digital programme take?

Each digital programme is the equivalent of a day’s CE Workshop training for approximately 8 hours. With the lunch break in between, the digital programme will usually take place for 6 hours.

2. Can I attend only half sessions of the training?

Yes, you may. However, you will not be granted full points from respective parties.

3. Which forms of payment can I use?

We accept payment by credit 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 or bank details cannot be read 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.