Financial Master Class-Business Wealth Management & Risk Planning @ KL
SIDC CPE, FIMM CPD, AICB CPD & HRDF Financial Master Class-Business Wealth Management and Risk Planning @ KL
Date: 27 Feb 2020
Venue: SSM Office/Q Sentral, KL Sentral, KL
-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 for a business owner.
2. Recognize how to create, accumulate, protect, preserve and finally distribute the wealth from a business owner perspective.
3. Employ the best-suited wealth management tools based on personal life cycle, financial goals, business circumstance and needs.
4. Well manage the business owner client’s finance, wealth and business.
1. What is personal wealth management?
2. Wealth Creation and Accumulation
3. Wealth Protection & Risk Management
4. Wealth Preservation
5. Wealth Distribution
6. Integrity is the key to a happy, success, most respected and “evergreen” company’s core value and culture
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.
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
d) MFPC CPD – 8 points (only applicable for MFPC’s member & subject to own application with MFPC for the CDP endorsement)
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