Wealth Management

Showing 1-6 of 6 results
    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 4 AICB CPD hours   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…

    RM249.00
    James Chin
    Buy this course
    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
    Buy this course
    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   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 Describe the rights of…

    RM199.00
    Azman Ismail
    Buy this course
    Islamic Wealth Management RM249.00
    (0 vote)

    Islamic Wealth Management

    Buy this course
    May 22, 2020 / No Comments

    Level Refresher   Accreditation 5 SIDC CPE points 4 AICB CPD hours 4 FIMM CPD points HRDF SBL Claimable   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…

    RM249.00
    Azman Ismail
    Buy this course
    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 AICB CPD hours 4 FIMM CPD points HRDF Claimable (Refer to FAQ for more info)   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…

    RM199.00
    Azman Ismail
    Buy this course
    Comprehensive Analysis and Understanding of Unit Trust Funds RM195.00
    (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 AICB CPD hours 4 FIMM CPD points HRDF SBL Claimable (Refer to FAQ for more info)   ICF Competency Type / Title / Level Functional – Product / Capital Market Products / Level 3   Learning Outcome Analyse the different types of unit trust funds Analyse…

    RM195.00
    James Chin
    Buy this course