CPE/CPD Training

It’s Time To Retire! The Secret To Retiring Happy, Wealthy, And Stress-Free


Description
Financial Master Class-It’s Time To Retire! The Secret To Retiring Happy, Wealthy, And Stress-Free

Highlights
1. Redefine Retirement
2. Provide DIY retirement tool
3. Optimize current Nest egg
4. Real life stories & case study
5. Interactive learning in comfortable environment

Objectives:
Upon completion of this course, participants will be able to:
1. Define the retirement and plan well for it;
2. Explore the tool to quantify the client’s retirement need and gaps;
3. Identify the winning strategies to optimize client’s nest egg to achieve the retirement;
4. Manage the client’s finance and retirement life.

Content
a) How much time do you have?
i) How much time do you have?
ii) Steven Job’s-Stay Hungry and Stay Foolish!
iii) Eisenhower Decision Matrix on Efficient Time Management

b) Redefine the client’s retirement and it’s time to retire!
i) What does retirement (new and old definition) mean to clients?
ii) How do clients picture retirement?
iii) Retirement’s reality check?
iv) EPF’s Vision of a Comfortable Retirement
v) Redefine the retirement for clients
vi) Retirement is the state of mind and it’s time to retire.

c) What kind of retirement life do clients want?
i) How much does it really cost?
ii) What is the regular monthly investment plan in order to get this retirement need?
iii) How does the Retirement Roadmap look like?

d) How much nest egg you have to fund your retirement and how to fix the gaps?
i) How much nest egg clients have now?
ii) What is the future projection of your client’s nest egg’s value (EPF, Property, PRS and other Investment)
iii) How to fix the gaps?
iv) Create your own Retirement Investment portfolio!

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
  • How Much time you have?
  • What Is Retirement?
  • Re-define your retirement!
  • What is your number?
  • Retirement Planning Made Simple.mp4
  • Retirement Strategies
  • DYING WITH DIGNITY
  • Copyright & Reference
  • Post Test
  • Evaluation & Handout
Completion rules
  • All units must be completed