CPE/CPD Training

A Warrior or Worrier? Transforming the Financial Stress to Financial Wellness


Description
Financial Master Class-A Warrior or Worrier? Transforming the Financial Stress to
Financial Wellness Through Effective Financial Stress Management

Highlights:
1) Identify financial stresses
2) Implement stress management strategies
3) Reduce stress by 50%
4) Real life stories & case study
5) Interactive learning in comfortable environment

Objectives:
Upon completion of this course, participants will be able to:
1. Recognize the causes of financial stress and its impact on client.
2. Identify financial stresses level faced by client.
3. Identify 5 effective financial stress management strategies.
4. Implement the strategies to reduce the clients financial stress by 50% and maintain financial wellness

Content
1. The hidden message from the water
2. Financial stress and its relationship to clients’ job performance, life and health.
2. Identify what financial stresses level faced by their clients
3. What are the top 5 common financial stresses?
4. What are the financial planning strategies to reduce the financial stresses?
-Cash Flow (Cash Flow Analysis, Benchmark, Spend Less, Earn More, Pay less, )
-Debt Management (Good & Bad Debt, Interest for different Debt Types, Debt Restructuring, AKPK, Brankrupt)
5. How to make stress your friend
7. Summary

Note:
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
a) SIDC CPE – 10 points
b) FIMM CPD – 8 points
c) AICB CPD – 8 points (only applicable for AICB’s member & subject to own application to AICB's CPD Diary based on given certificate of completion)
d) MFPC CPD – 8 hours (only applicable for MFPC’s member & subject to own application to MFPC for the CDP endorsement)
Content
  • Speaker Profile-Mr. Yong Chu Eu
  • Pre Test
  • The Hidden Message from Water. Stress and Its symptoms
  • Financial Stress and Its fact
  • Financial Stress Strategies-Tight and Negative Cash Flow I
  • Financial Stress Strategies-Tight and Negative Cash Flow II
  • Smart Spending
  • Financial Stress Strategies-In Debt
  • How to be friend with stress?
  • How to Pay Off Debt
  • Copyright & Reference
  • Post Test
  • Evaluation & Handout
Completion rules
  • All units must be completed