Why do you invest? Investment goals are personal, but no matter what you are trying to achieve, it is critical to take an objective look ahead. In this workshop, Pauline will walk through with you on how to effectively select the financial products features to suit the needs of your existing and potential clients. Pauline will share with you, how to build investment portfolios that meet clients’ financial goals.
Participants will be able to:
Time | Details |
8:30 – 9:00 am | Registration |
Part 1 |
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Investment Objectives and Financial Goals
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Applying Risk Profiling & Retirement Challenges | |
Assets Classes
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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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Understanding The Portfolio Theories Concepts
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Steps in Constructing A Portfolio
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End of Class |
Pauline Yong Tung Fong has 20 years of experience in the equity market and 10 years of financial planning experience, with a specialty in investment planning. She holds the following professional qualifications: a Financial Planning Representative (a CMSRL license holder), a Financial Advisor Representative (FAR), and a Certified Financial Technician (CFTe). As a speaker, Pauline has been conducting regular financial planning and investment classes for corporates, investment banks, colleges, FPAM and other non-profit organisations.
Her passion is to promote investment education by contributing regular articles to various media and magazines. To date, Pauline has published 5 investment and financial planning books in Malaysia and Singapore.
Pauline graduated with Bachelor’s Degree in Business Administration (Finance) from York University and Master in Business Administration (Finance) from University of Leicester. She later continued her education by earning the CFP and the CFTe which are professional designations that are well recognised globally.
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.
You’ll see a merchant and payment description because this is transacted by our technology provider (Monad International) and payment provider (Stripe Payments). A sample description below:
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