CPE/CPD Training

Personal Wealth Management and Risk Planning

Financial Master Class-Personal Wealth Management & Risk Planning

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

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.

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

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)
  • Speaker Profile-Mr. Yong Chu Eu
  • Pre Test
  • How is wealth created ?
  • Personal Wealth Management
  • Design Your Dream Life Through Passive Income
  • Wealth Protection & Preservation
  • Copyright & Reference
  • Post Test
  • Evaluation & Handout
Completion rules
  • All units must be completed