Monday, November 13, 2017

Financial Stress-Restructuring Tight or Negative Cash Flow @ Smart Imvestor Oct 17


I am sharing How to "Restructuring Tight or Negative Cash Flow" in Smart Investor Oct 17 on title  "Financial Stress Tight or Negative Cash Flow". Please share with me your suggest if you have any good idea so that i can learn more

#CPE #HRDF #CPD #FIMM #MFPC #financialplanning #wealthplanning #SIDC #stress #financialstress #balance #stressmanagement #financialplanning
#moneymastermy #finfreedom #learning #workshop #money #personalfinance







Tuesday, November 07, 2017

海外ETF火红,大马ETF 4招打破闷局-资汇October 17

有人问巴菲特,如果您不在了,您会如何建议家人投资,他说,我会建议他/她投资在低服务费和年费的交易所指数基金-Exchange Traded Fund(ETF)。这次,资汇(10月30号)就针对证券局要开放更多销售管道来推销ETF。我有分享一些我的看法,多多指教。谢谢雪桦的电话访谈。




#ETF #BursaMalaysia #ExchangeTradedFund #Investment #SC #Securities #Invest #moneynlife #finfreedom #thebusyweekly #financialplanning #YongChuEu
#投资 #资汇 #证券局 #交易所指数基金 #理财 #财福人生 #理财规划 #杨子佑硕士

Tuesday, October 31, 2017

"Financial Stress Tight or Negative Cash Flow"-Smart Investor Sept 17

I am sharing "How to practice good financial planning skill to overcome money-related problem" in Smart Investor Sept 17 on title  "Financial Stress Tight or Negative Cash Flow".   Please share with me your way if you came across before

#CPE #HRDF #CPD #FIMM #MFPC #financialplanning #wealthplanning #SIDC #stress #financialstress #balance #stressmanagement #financialplanning
#moneymastermy #finfreedom #learning #workshop #money #personalfinance

Monday, October 30, 2017

Personal Wealth Management and You!

This is my 6th new financial master class topic on "Personal Wealth Management and You" that i prepared for nearly one month which was successfully run in Penang on Oct and now it finally come to KL on 17 Nov-Friday. The Personal Wealth Management started from "Wealth Creation/Accumulation->Wealth Protection and Risk Management->Wealth Preservation and Finally Wealth Distribution". In this class my focus will be on Personal Wealth Protection on 3 major insurance coverage-Personal, Asset and Liability. Let me know if you interest to join and learn






Highlights:
1) Employ best-suited wealth management tools
2) Real life stories & case study
3) Interactive learning in comfortable environment
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.

Outcomes:
1. Well manage the clients’ finance and wealth.
2. Archive the balance between money, family, and life.   
3. Guide the clients to live life to the fullest and at the same time giving and helping those needed.

Content
1. What is personal wealth management?
2. Wealth Creation and Accumulation
3. Wealth Protection & Risk Management
4. Wealth Preservation
5. Wealth Distribution
6. Summary

Who Should Attend
a) Directors, Business Owners, Entrepreneurs, Managers, Team Leaders, Decision Makers who are committed to lead their team toward financial wellness and successful in career and life.
b) Financial Professionals who look for upholding their skills, professionalism and knowledge in order to serve their clients better.

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

Online Registration
https://lnkd.in/fKKx7rv
Contact Person(s)
Training
04-6443466/6443467
training@financialfreedom.com.my
www.financialfreedom.com.my
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#CPE #HRDF #CPD #wealth #personalwealthmanagement #balance #wealthplanning #financialplanning #accumulatewealth #protectwealth #perservewealth #distributewealth
#moneymastermy #finfreedom #learning #workshop

Thursday, October 19, 2017

What a simple yet practical financial plan can offer?

I will be sharing "A Simple Yet Practical Financial Plan Tool" on 4 Nov at Fin Freedom Training Lounge (Penang).  For those who are looking grab the practical tool, useful knowledge of financial plan on setting financial goals-Education, Net Worth, Debt Free and Retirement in the same time entitle  10 points of SIDC CPE and 8 CPD Hours of  FIMM CPD. The participants can claim 8 CPD Hours from MFPC individually and this class is claimable over HRDF Fund. 



Online Registration
https://goo.gl/forms/Xket9dvyTiIK92Un1

#financialplan #moneymastermy #finfreedom #money #education #debt #financialplanning #financefreedom #CPE #SIDC #CPD #HRDF #NetWorth #wealthmanagement #goalsetting #financialgoal #FIMM #wealth