CPE/CPD Training

Master Your Finance, Master Your Life! A Simple Yet Practical Personal Financial Planning And Tool


Description
Financial Master Class-Master Your Finance, Master Your Life! A Simple Yet Practical Personal Financial Planning And Tool

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

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
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
  • Wealth and You & Financial Health Check
  • The Most Inspiring Video for Creating Wealth
  • Financial Planning & Goal Setting
  • The Rat Race
  • How to Manage Debt
  • Education Planning
  • Kindness
  • Copyright & Reference
  • Post Test
  • Evaluation & Handout
Completion rules
  • All units must be completed