Financial Planning for Millennials & Gen-Z

Fast-changing lifestyle, technology advancement and economic growth have shaped millennials’ views and traits which have impacted their outlook on financial planning. In this workshop, Alvin will walk through with you on how to apply the new financial planning concept and method and how the current market trend will cater towards changes for the new generation in financial planning. This workshop will also look at how financial professionals can take this as a new opportunity to help the millennials to achieve financial freedom.

Learning Outcome

Participants will be able to:

• Develop a holistic financial plan for the new generations that incorporate the major elements of financial planning.
• Apply new financial planning concepts and methods into the existing financial planning process to cater for the changes in the new generations.
• Identify and apply the current behavioral trends of the new generations to the financial planning process.
• Identify and apply the current market trends in the context of savings, investments and insurance to the financial planning process that relates to the new generations the most.

Learning Outline

Facilitator

Profile of Mr. Alvin Kwan

Alvin Kwan is a CFP and an academic development specialist in Taylor’s University with expertise in the field of financial planning and investments. Previously, he was a lecturer in Sunway University, teaching accounting and finance undergraduates in areas of portfolio management, financial institutions and markets as well as derivatives. He acquired his Master of Financial Planning from Curtin University, Western Australia in 2009 specializing in Australian superannuation, risk management, investments and taxation. Apart from being in academics, he is also a senior investment consultant for Affin Hwang Asset Management. Prior to teaching, he has working experience in private banking and stock broking where he dealt with various forms of capital markets investment strategies for high net-worth individuals.

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. Why am I seeing a different merchant name and reference at the checkout payment?

You’ll see a merchant and payment description because this is transacted by our technology provider (Monad International) and payment provider (Stripe Payments). A sample description below:

6. 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.