Lifetime Clients with Strategic Asset Allocation with Unit Trust

Strategic asset allocation (SAA) refers to a long-term portfolio strategy that involves choosing asset class allocations and rebalancing the allocations periodically. Rebalancing occurs when the asset allocation weights materially deviate from the strategic asset allocation weights due to unrealized gains/losses in each asset class.

A SAA strategy is used to diversify a portfolio and generate the highest rate of return at a given level of risk. It is similar to a buy-and-hold strategy in that target asset weights are chosen and maintained over a long period of time. Target allocations in the SAA strategy depend on several factors, including investor risk tolerance, time horizon, and return objectives.

Learning Outcome

Participants will be able to:

1. Determine how to help clients achieve their financial goals with suitable process, system and tools.
2. Identify the different financial products suitable for the client needs.
3. Identify different investment strategies to meet the client return of investment expectation.
4. Classify the different asset classes and their asset allocation.
5. Apply the portfolio building concepts to build investment portfolios that meet client’s financial goals.

Learning Outline

Facilitator

Profile of Christopher Chiu

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

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.