Wednesday, May 17, 2017

大马M型社会初现,4代人如何自处?-资汇-1 May 2017



#资汇 #M型社会 #大马 #理财 #理财规划 #财富人生 #飞腾理财 #杨子佑硕士

Saturday, May 06, 2017

Financial Master Class: Will and Legacy


CPE/CPD/HRDF Financial Master Class: Will and Legacy

Date: 20 May 2017
Time 9am-6pm
Venue: Tower Regency Hotel, Ipoh

Highlights:
1) Unfold practical aspects of professional will writing
2) Take control of own legacy
3) Prevent costly delay & dispute
4) Real life stories & case study
5) Interactive learning in comfortable environment

Objectives:
Upon completion of this course, participants will be able to:
1. Employ professional will writing legal knowledge and skill.
2. Recognize the practical aspects of a professional will.
3. Prevent costly and avoidable mistakes in will writing.

Outcomes:
Participants should be able to:
1. Plan their client‘s legacy left behind without any hassle.
2. Manage well their clients’ finance through professional and effective estate planning tools.
3. Manage their clients’ money, family and life in a better control and balance way.   
4. Guide their clients to live life to the fullest and in the same time giving and helping those needed.

Content
1. Will and why is it important to have one
2. Legal requirements of a will.
3. When do you not need a will?
4. Practical aspects to write a wills
5. Limitations of Will and Estate planning for high net worth clients
6. Estate distribution process
7. Summary

Note:
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
    a)      SIDC CPE – 10 points
    b)      FIMM CPD – 8 points

Contact Person(s)
Lena Lim 04-6443466/6443467 lenalim@financialfreedom.com.my / connect@financialfreedom.com.my
www.financialfreedom.com.my

#CPE #HRDF #CPD #will #estate #financial #networth #legacy #financialplanning #moneymastermy #finfreedom #learning #workshop

Financial Master Class:A simple yet practical financial plan tool

Your client worries about money...
Your client worries about future
How you give them a hope....
                                                                        
SIDC CPE, FIMM CPD & HRDF Financial Master Class-A Simple Yet Practical Financial Plan Tool
Date:  13 May 17-Sat
Venue: Fin Freedom Training Lounge
Time: 9am-6pm

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

Outcomes:
1. Participants should be able to better manage of the client’s finance through financial planning tool.
2. Participants should be able to help their client take control of their own life, family and money.
3. Participants should be able to guide their clients to live life to the fullest and in the same time giving and helping those needed.

Target group
Remisers, CMSRL License Holders, Private Bankers, Bank Relationtion Managers, Registered & Licensed Financial Planners/Advisors, Investment Bank management and staff, Commercial Bank Management and Staff, Islamic Bank Management and Staff, Public and Industry Related Professionals, Stock Broking firms' management, Business Reporters and Public

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)      MFPC CPD – 8 hours

Contact Person(s)
Lena Lim
04-6443466/6443467
lenalim@financialfreedom.com.my / connect@financialfreedom.com.my

#financialplan #moneymastermy #finfreedom #money #education #debt #financialplanning #financefreedom #CPE #SIDC #CPD #HRDF

Monday, April 10, 2017

Retirement Reality Check-Smart Investor April 2017



#retirement #realitycheck #MoneynLife #financialplanning #finfreedom #smartinvestor #redefineretirement

Thursday, March 30, 2017

SIDC CPE/FIMM CPD/HRDF Course: Financial Master Class-Will and Legacy @ Penang, Ipoh & KL

SIDC CPE/FIMM CPD/HRDF Course: Financial Master Class-Will and Legacy
Time 9am-6pm

Highlights:
☆Unfold practical aspects of professional will writing
☆Take control of own legacy
☆Prevent costly delay & dispute
☆Real life stories & case study
☆Interactive learning in comfortable environment

Objectives:
Upon completion of this course, participants will be able to:
1. Employ professional will writing legal knowledge and skill.
2. Recognize the practical aspects of a professional will.
3. Prevent costly and avoidable mistakes in will writing.

Outcomes:
Participants should be able to:
1. Plan their client‘s legacy left behind without any hassle.
2. Manage well their clients’ finance through professional and effective estate planning tools.
3. Manage their clients’ money, family and life in a better control and balance way.
4. Guide their clients to live life to the fullest and in the same time giving and helping those needed.


Content
1. Will and why is it important to have one
2. Legal requirements of a will.
3. When do you not need a will?
4. Practical aspects to write a wills
5. Limitations of Will and Estate planning for high net worth clients
6. Estate distribution process
7. Summary

Contact Person(s)
Lena Lim
04-6443466/6443467
lenalim@financialfreedom.com.my / connect@financialfreedom.com.my