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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