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Financial Security Through Financial Planning By Christopher Chiu
RM260.00
| Date | 21 January 2026, Wednesday (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 5.00pm |
| CE/CPE/CPD | 10 FPAM CE Points / 10 SIDC CPE Points / 8 FiMM CPD Points (TBC) |
| Facilitator | Mr. Christopher Chiu |
During troubling economic times, many of us may have concerns about what the future holds and how this can impact our financial situation. This is why it’s more important than ever to think about creating a long-term strategy when it comes to your money and the security of your savings. While this sounds a little overwhelming, we’re here to help—there are plenty of tips and tricks that can help you break the financial planning process into manageable, bite-sized chunks.
Learning Outcome
By the end of the course, participants will be able to:
- Evaluate their current financial position using relevant tools and techniques.
- Describe their future financial goals and evaluate their capacity to manage financial risks and withstand adverse events.
- Explain the concept of financial security and analyse personal cash flow and net worth to assess financial health.
- Differentiate between saving and investing based on purpose, risk, and return.
- Demonstrate an understanding of retirement planning and its significance in long-term financial security.
- Describe various methods of wealth transfer, including legal and financial implications.
- Create a basic financial plan that incorporates income, expenses, savings, and investment strategies.
- Appraise the value of professional financial advice and the benefits of collaborating with a financial adviser.