Financial Security through Financial Planning

During troubling economic times, many of us may have concerns about what the future holds and how this can impact our financial situation. This is why it’s more important than ever to think about creating a long-term strategy when it comes to your money, and the security of your savings.While this sounds a little overwhelming, we’re here to help—there are plenty of tips and tricks that can help you break the financial planning process into manageable, bite-sized chunks.

Learning Outcome

Participants will be able to:

1. Assess their current financial position
2. Describe their future financial goals and assess their ability to withstand adverse events
3. Explain the concept of financial security and analyze their cash flow and net worth
4. Differentiate between savings versus investing
5. Demonstrate the importance of retirement planning
6. Describe the methods of transferring their wealth
7. Develop a simple financial plan
8. Appraise the benefits of working with a financial adviser

Learning Outline

Facilitator

Profile of Mr. Christopher Chiu

Christopher is a licensed Financial Planner and Financial Adviser Representative with UOB Kay Hian Wealth Advisors Sdn. Bhd. He holds licenses to practice from both Securities Commission and Bank Negara Malaysia. He is a practitioner in financial planning, having advised clients for over 20 years.

In addition to advising clients, he has taught the CFP™ certification program to aspiring financial planners for SEGI College and KMDC. He has also developed study manuals for the CFP™ professional examination syllabus. He currently develops and facilitates Continuing Education courses for the Financial Planning Association of Malaysia.

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.