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.
Participants will be able to:
Time | Details |
8:30 – 9:00 am | Log in to the Zoom Platform |
Part 1 |
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Understanding & Analyzing Your Young Client’s Demographic in the Financial Planning Process
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Exploring the issues (group discussion)Defining the issues and suggest approaches
Suggest solutions and critically evaluate opinions |
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How to financially plan for year 2050 – Part 1
How to save and manage risk for 2050 |
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End of Part 1 |
Time | Details |
1.45 – 2.00 pm | Log in to the Zoom Platform |
Part 2 |
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How to financially plan for year 2050 – Part 2
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Approaching the young demographic
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Bringing it all together (group discussion)
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End of Class |
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.
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.
Yes, you may. However, you will not be granted full points from respective parties.
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).
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.
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