Workshops

Date: 29 Jan 2026
Online

Case Studies – The Practical Approach to Deliver Financial Planning Service to Mass Affluent Clients by Lee Sien Tiong, Hoe Seng Foon & Teh Jiansheng

RM160.00
Date: 21 Jan 2026
Online

Financial Security Through Financial Planning By Christopher Chiu

RM260.00
Date: 17 Jan 2026
Online

Navigating Success: Asian Family Office Strategies in Wealth & Business Succession Planning by Samantha Teh

RM160.00
Date: 13 Jan 2026
Online

Prospecting Excellence in Financial Services by Edison Pang

RM260.00
Date: 08 Jan 2026
Online

Advisory Skills in Financial Planning Practice by Gavin Teoh

RM260.00
Sold out

Date: 16 Dec 2025
Online

2025 CE Points Fulfilment Workshop: Performing Comprehensive Retirement Planning with Microsoft Excel by Frederick Ang

RM200.00
Sold out

Date: 13 Dec 2025
Online

Lifetime Clients with Strategic Asset Allocation with Unit Trust By Christopher Chiu

RM160.00
Sold out

Date: 09 Dec 2025
Online

Legacy Planning – Mastering the Art of Legacy Creation and Protection by Dr. Jack Lin

RM260.00
Date: 01 Dec 2025
Online

AML For Reporting Institutions and The Role of RegTech in Combating Money Laundering by James Chin

RM260.00