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.
Participants will be able to:
|8:30 – 9:00 am||Registration / Pre Assessment|
Reaching financial security
Pillars of financial security
|How to handle adverse events
|Savings vs Investing
|Financial security through financial planning
|How to work with a financial adviser
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.
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.
Kindly drop a message below with the problem statement and we will get back to you as soon as possible.