Holistic Children Education Planning for The Modern Parent

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 in 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 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 in your child’s higher education. If you start early, it allows you to take risks and aim for higher returns from equities. The longer period also reduces the overall risk.

Learning Outcome

Participants will be able to:

1. Interpret behavior and challenges of the modern Malaysian parent in regard to financial planning.
2. Identify private and higher learning education landscapes costs and assumptions.
3. Apply Dynamic Children’s Education Planning.
4. Determine different children’s education planning strategies
5. Evaluate important changes in parent circumstances and child ambition, and strategize to change education plans accordingly.

Learning Outline

Facilitator

Profile of Mr. 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 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.