RM342.84 – RM385.44

SIDC CPE, FIMM CPD & HRDF Financial Master Class-Personal Wealth Management...

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Location

Tower Regency Hotel

6, Jalan Dato Seri Ahmad Said

Green town

Ipoh, Perak 30450

Malaysia

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Description

SIDC CPE, FIMM CPD & HRDF Financial Master Class-Personal Wealth Management and You

Date: 23 Dec 2017 (Sat)
Time 9am-6pm
Venue: Tower Regency Hotel, Ipoh

Highlights:
1) Employ best-suited wealth management tools
2) Real life stories & case study
3) Interactive learning in comfortable environment

Objectives:
Upon completion of this course, participants will be able to:
1. Discuss what is the personal wealth management and its process.
2. Discuss how to accumulate, protect, preserve and finally distribute the wealth.
3. Employ the best-suited wealth management tool based on personal life cycle, financial goals and needs.

Outcomes:
1. Well manage the clients’ finance and wealth.
2. Archive the balance between money, family, and life.
3. Guide the clients to live life to the fullest and at the same time giving and helping those needed.

Content
1. What is personal wealth management?
2. Wealth Creation and Accumulation
3. Wealth Protection & Risk Management
4. Wealth Preservation
5. Wealth Distribution
6. Summary

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.

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

#CPE #HRDF #CPD #wealth #personalwealthmanagement #balance #wealthplanning #financialplanning #accumulatewealth #protectwealth #perservewealth #distributewealth
#moneymastermy #finfreedom #learning #workshop


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Date and Time

Location

Tower Regency Hotel

6, Jalan Dato Seri Ahmad Said

Green town

Ipoh, Perak 30450

Malaysia

View Map

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