Wealth Management

Showing 1-6 of 6 results
    Maximising Retirement Savings via the EPF Members Investment Scheme RM249.00
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    Maximising Retirement Savings via the EPF Members Investment Scheme

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    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
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    Wealth Management – Understanding Your Clients RM249.00
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    Wealth Management – Understanding Your Clients

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    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
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    The Rights of a Muslim’s Spouse in Faraid, Divorce and Estate Planning RM199.00
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    The Rights of a Muslim’s Spouse in Faraid, Divorce and Estate Planning

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    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
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    Islamic Wealth Management RM199.00
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    Islamic Wealth Management

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    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
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    Islamic Inheritance Planning – A Must-Know for All Financial Advisors RM199.00
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    Islamic Inheritance Planning – A Must-Know for All Financial Advisors

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    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
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    Comprehensive Analysis and Understanding of Unit Trust Funds RM199.00
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    Comprehensive Analysis and Understanding of Unit Trust Funds

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    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
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