Your client worries about money...
Your client worries about future
How you give them a hope....
CPE/CPD/HRDF Course: A Simple yet practical financial plan tool
Date: 14 July 16
Venue: Fin Freedom Training Lounge
☆Financial Health Check
☆Practical Financial Plan tool given
☆10 CPE & 8 FIMM CPD points awarded (Pending approval)
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
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.
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
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
5. Formulate Financial/Investment Strategies.
6. Develop Action Plan and Review Schedule.
7. Q & A & Summary
Thursday, June 30, 2016
Wednesday, June 29, 2016
你认为多少的公积金储蓄才能够支付退休后的生活？这个MelodyFM访谈是在5月21号张耳听闻听闻一周和5月25号【Morning Boss 波士早晨】新闻话题讨论早上8-9间点分别播出
谢谢 Jentzen Lim 林震前 Chui Ling 张宝蔹 Boey Teoh
#moneymastermy #finfreedom #retirement #EPF #financialplan #financialplanning #杨子佑 #理财 #退休 #财福人生