Financial Master Class-Personal Wealth Management & Risk Planning

Highlights:
-Create, Protect, Preserve & Distribute Business Wealth & Legacy with best-suited tools
-Real life story, case study & Interactive learning

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.

Content
1. Unconditional Love
2. What is personal wealth management?
3. Wealth Creation and Accumulation
4. Wealth Protection & Risk Management
5. Wealth Preservation
6. Wealth Distribution
7. Dies or Lives?
8. 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)