Wealth Management

Showing 1-7 of 7 results
Adopting ESG Methodology In Portfolio Management RM249.00
(0 vote)

Adopting ESG Methodology In Portfolio Management

Buy this course
August 4, 2022 / No Comments

Level Refresher   Accreditation 5 SIDC CPE points 4 FIMM CPD points   ICF Competency Type / Title / Level Functional – Technical / Digital Technology Application / L2 Functional – Process Skills / Fund Management / Level 2   Learning Outcome Explain ESG framework Identify the use of big data and artificial intelligence in…

RM249.00
James Chin
Maximising Retirement Savings via the EPF Members Investment Scheme RM249.00
(0 vote)

Maximising Retirement Savings via the EPF Members Investment Scheme

Buy this course
August 10, 2021 / No Comments

Level Refresher   Accreditation 5 SIDC CPE points 4 FIMM CPD points   Learning Outcome Identify and match the EPF-MIS to the right target market List down the benefits and best practices of EPF-MIS Recognise appropriate strategies to maximise ones retirement savings via the EPF-MIS Outline the key considerations in analysing clients investment needs and…

RM249.00
James Chin
Wealth Management – Understanding Your Clients RM249.00
(0 vote)

Wealth Management – Understanding Your Clients

Buy this course
September 28, 2020 / No Comments

Level Refresher   Accreditation 5 SIDC CPE points 4 FIMM CPD hours   ICF Competency Type / Title / Level Functional – Process Skills / Develop Financial Plan / Level 2   Learning Outcome Recognize the main classification of investor personality and behavior Identify main life stages and the needs and risk tolerance that each…

RM249.00
Chan Chow Hun
The Rights of a Muslim’s Spouse in Faraid, Divorce and Estate Planning RM199.00
(0 vote)

The Rights of a Muslim’s Spouse in Faraid, Divorce and Estate Planning

Buy this course
July 10, 2020 / No Comments

Level Refresher   Accreditation 5 SIDC CPE points 4 FIMM CPD points   ICF Competency Type / Title / Level Foundational – Regulatory /Islamic Capital Market Regulations/ Level 2   Learning Outcome Explain the rights of various beneficiaries to a Muslim estate Identify the laws relating to the distributions and administration of a Muslim estate…

RM199.00
Azman Ismail
Islamic Wealth Management RM199.00
(0 vote)

Islamic Wealth Management

Buy this course
May 22, 2020 / No Comments

Level Refresher   Accreditation 5 SIDC CPE points 4 FIMM CPD points   ICF Competency Type / Title / Level Functional – Process Skills / Develop Financial Plan / Level 2   Learning Outcome Recognise the essential contracts in Islamic Finance List down various types of Shariah-Compliant Investment Products Identify the components of a financial…

RM199.00
Azman Ismail
Islamic Inheritance Planning – A Must-Know for All Financial Advisors RM199.00
(0 vote)

Islamic Inheritance Planning – A Must-Know for All Financial Advisors

Buy this course
May 17, 2020 / No Comments

Level Refresher   Accreditation 5 SIDC CPE points 4 FIMM CPD points   ICF Competency Type / Title / Level Process Skills / Develop Financial Plan / Level 2   Learning Outcome Identify information required to develop estate and inheritance planning Identify the trusts and the 4 dimensions of estate planning Explain the calculation of…

RM199.00
Azman Ismail
Comprehensive Analysis and Understanding of Unit Trust Funds RM199.00
(0 vote)

Comprehensive Analysis and Understanding of Unit Trust Funds

Buy this course
May 8, 2020 / No Comments

Level Intermediate   Accreditation 5 SIDC CPE points 4 FIMM CPD points   ICF Competency Type / Title / Level Functional – Product / Capital Market Products / Level 3   Learning Outcome Analyse the different types of unit trust funds Analyse the benefits and disadvantages of unit trust funds Analyse investment myth associated with…

RM199.00
James Chin