Investing For Life Goals – A Portfolio Perspective

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.

Learning Outcome

Participants will be able to:

1. Demonstrate essential needs of investment planning as a management pillar of financial planning.
2. Explain and advise more effectively on the various financial products features to suit the needs of both existing and potential customers.
3. To understand the different asset classes and their expected returns.
4. Apply the portfolio building concepts to build investment portfolios that meet clients’ financial goals.

Learning Outline

Facilitator

Profile of Ms. Pauline Yong, CFP

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.

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. Why am I seeing a different merchant name and reference at the checkout payment?

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:

6. 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.