Case Studies – The Practical Approach to Deliver Financial Planning Service to Mass Affluent Clients by Lee Sien Tiong, Hoe Seng Foon & Teh Jiansheng
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Applying Behavioral Finance in Your Financial Planning Practice by Pauline Yong
January 15, 2026
Legacy Planning – Mastering the Art of Legacy Creation and Protection by Dr. Jack Lin
RM260.00
| Date | 5 February 2026, Thursday (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 5.00pm |
| Endorsement | 10 FPAM CE Points (Confirmed) / 10 SIDC CPE Points (Confirmed) / 8 FiMM CPD Points (Confirmed) |
| Facilitator | Dr. Jack Lin |
Legacy planning involves strategically crafting and safeguarding the assets, values and goals that one wishes to pass on to future generations. It encompasses financial planning, estate planning and the transmission of personal values and wisdom. Mastering the art of legacy creation and protection entails creating a comprehensive plan that ensures the preservation and transfer of wealth, memories and values according to one’s wishes.
Learning Outcome
By the end of the course, participants will be able to:
- Identify the essential instruments for Estate Planning and their use in diverse scenarios.
- Investigate the distinct roles that insurance plays in the contemporary financial planning landscape.
- Explain how to effectively interpret insurance laws when developing solutions for clients.