Constructing a Financial Plan – A Practical Approach

Outcome

Participants will be able to:

1. Apply financial plan writing practice and distinguish from traditional practice.
2. Develop mindset of delivering holistic financial plan and determine value of writing the plan.
3. Apply the know-how of marketing financial planning service and writing a plan to appropriate client.
4. Apply 6 steps of financial planning process.
5. Apply the key skills of writing a quality and comprehensive financial plan.

Outline

Facilitator

Profile of Kelvin Neoh Kian Ming, CFP

Kevin is a holder of the Capital Market Services Representative License, and Financial Adviser Representative license issued by Securities Commission Malaysia and Bank Negara Malaysia.

He practices financial planning and advisory at VKA Wealth Planners Sdn. Bhd, a Malaysian home grown leading financial planning firm that aspire to become Malaysian Top Choice Comprehensive Financial Planning firm.

Kevin is a firm believer that through effective financial management we will be able to take charge of our life and be able to pursuit our life goals, and dreams and realizing those dreams that really matter to us.

When he was at a cross-road prior to graduating from his undergraduate study in Biochemistry, he began to think about having a meaningful work that can yield satisfaction and make a difference in people lives. As a person without proper financial education and weak in financial literacy and aspired by the impact of how sound financial advice can improve a person’s life, Kevin decided then set his sight on becoming a professional Financial Planner.

He began his venture as a life insurance advisor with an established and renowned life insurance company, while he work to improve his competency and knowledge of the financial services industry as well as polishing his soft skills and pursuing his certification. In the first five years of his career, he graduated from his Master in Business Administration (MBA) and subsequently become a Licensed Financial Planner after completing his RFP and CFP certification.

Kevin was also the Winner of the Malaysian Financial Planner of the Year Award (MFPYA) 2016 & 2017, which is led by Financial Planning Association of Malaysia in collaboration with all regulator – recognized financial planning associations in Malaysia.

As a proactive person who looks to connect people to a financially fulfilling life, Kevin actively shares his view and knowledge to the public via public seminar, writing of column and have it published on personal finance magazine, newspaper and contribute his opinions during media enquiry and interview.

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.