Holistic Children Education Planning For The Modern Parent By Alvin Kwan

RM160.00

Date	1 August 2024
Time	9.00am – 1.00pm
CE/CPE/CPD	5 FPAM CE Points / 10 SIDC CPE Points / 4 FiMM CPD Points
Facilitator	Alvin Kwan

SKU: N/A Category: Workshops

We as parents can do anything for the personal and financial security of our children. Similarly, our parents must have planned to give us the best of everything. But things have changed a lot since the past few decades may it be in the form of lifestyle, the inflation rate, the cost of living and above all the heightened competition in various fields. If you want your child to have the best and quality education you need to plan it systematically and that too at an early stage. The tenure of investment is dependent upon how early or late you start investing for your child’s higher education. If you start early, it allows you to take risk and aim for higher returns from equities. The longer period also reduces the overall risk.

Learning Outcome

By the end of the course, participants will be able to:

Interpret behaviour and challenges of the modern Malaysian parent in regards to financial planning.
Identify private and higher learning education landscapes costing and assumptions.
Apply Dynamic Children Education Planning.
Determine different children education planning strategies
Evaluate important changes in parent circumstances and child ambition, and strategize to change education plan accordingly.

Learning Outline

8.30 – 9.00 am	Registration / Pre-Assessment
9.00 – 10.00 am	Introduction Activity 1 – Introduction and self-reflection on education and experiences with parents The modern Malaysian parent Statistics on savings and financial priorities of young parents Overview of financial planning for young Malaysian parents.
10.00 – 10.30 am	Activity 2 – Reflecting on your issues with modern parents and education planning The local private education scene and situation. Studying overseas or local education – why is it important to decide this now Realistic costing and assumptions – 10 to 15 years later.
10.30 – 10.45 am	TEA BREAK
10.45 – 11.45 am	Dynamic Children’s Education Planning (Part 1) Analysis and development alternatives – Understanding multiple children’s education planning strategies.
11.45 am – 12.15 pm	Activity 3 – Case Study Realistic case study Develop a “quick” education plan based on case study
12.15 – 12.45 pm	Importance of Final Step – Continuous dynamic review of executed plan Reducing or hedging risk – inflation and currency risk • Realization of children’s potential later on
12.45 – 1.00 pm	Q&A & Post Assessment

Facilitator

Alvin Kwan,

Alvin Kwan is a CFP, financial planner and academic with over 11 years of experience in the financial industry. He acquired his Master of Financial Planning from Curtin University, Western Australia in 2009 specializing in Australian superannuation, risk management, investments and taxation.

Before joining Redvest Wealth and Asset Management, he was a wealth advisor with Affin Hwang Asset Management with prior experience in private banking and stock broking where he dealt with various forms of capital markets investment strategies for high net-worth individuals. He was also an academic with Taylor’s University and Sunway University with over 5 years of financial education experience and modern curriculum programme design such as Work Based Learning and Micro-Credentials.

Terms & Conditions

Registration is on a first-come-first-served basis, only 30 seats are available.
Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
Confirmation is subject to receipt of 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 physical program take?

Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.

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

You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.

3. Mode of payment?

We accept payment by credit / debit 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, and bank details cannot be retrieved 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.