RM374.79 – RM428.04

SIDC CPE, FIMM CPD & HRDF Financial Master Class-A Simple Yet Practical Fin...

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Location

Location

Suruhanjaya Syarikat Malaysia SSM KL Sentral

No 7

Jalan Stesen Sentral 5

Kuala Lumpur, Kuala Lumpur 50623

Malaysia

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Event description

Description

Title: A simple yet practical financial plan tool
Date: 27 Feb 18 (Tues)
Venue: Suruhanjaya Syarikat Malaysia SSM KL Sentral, KL
Time: 9am-6pm

Highlight
-Financial Health Check
-Practical Financial Plan tool given
-Real life stories & case study
-Interactive learning in comfortable environment

Objectives
1. Help clients and ownself to construct a simple yet practical financial plan
2. Employ the tool to plan and gains commitment from client and open business opportunity on financial solutions proposed

Outcomes:
1. Participants should be able to better manage of the client’s finance through financial planning tool.
2. Participants should be able to help their client take control of their own life, family and money.
3. Participants should be able to guide their clients to live life to the fullest and in the same time giving and helping those needed.

Who Should Attend
a) Directors, Business Owners, Entrepreneurs, Managers, Team Leaders, Decision Makers who are committed to lead their team toward financial wellness and successful in career and life.
b) Financial Professionals who look for upholding their skills, professionalism and knowledge in order to serve their clients better.

Course Outline
1. Knowing you financially.
2. Overview of Financial Planning & the important of financial planning
3. Important of having a goal
4. Financial Plan’s goal, resources and gaps-Education, Debt, Networth & Retirement
5. Formulate Financial/Investment Strategies.
6. Develop Action Plan and Review Schedule.
7. Q & A & Summary

Note:
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
a) SIDC CPE – 10 points
b) FIMM CPD – 8 points

Online Registration
https://goo.gl/forms/Xket9dvyTiIK92Un1

Contact Person(s)
Training
04-6443466/6443467
training@financialfreedom.com.my
www.financialfreedom.com.my

#financialplan #moneymastermy #finfreedom #money #education #debt #financialplanning #financefreedom #CPE #SIDC #CPD #HRDF #NetWorth #wealthmanagement #goalsetting #financialgoal #FIMM #wealth



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Date and Time

Location

Suruhanjaya Syarikat Malaysia SSM KL Sentral

No 7

Jalan Stesen Sentral 5

Kuala Lumpur, Kuala Lumpur 50623

Malaysia

View Map

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