RM249.00
Adopting ESG Methodology In Portfolio Management
Buy this courseLevel 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…
-
Trainer
James Chin
RM249.00
Maximising Retirement Savings via the EPF Members Investment Scheme
Buy this courseLevel 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…
-
Trainer
James Chin
RM249.00
Wealth Management – Understanding Your Clients
Buy this courseLevel 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…
-
Trainer
Chan Chow Hun
RM199.00
The Rights of a Muslim’s Spouse in Faraid, Divorce and Estate Planning
Buy this courseLevel 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…
-
Trainer
Azman Ismail
RM199.00
Islamic Wealth Management
Buy this courseLevel 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…
-
Trainer
Azman Ismail
RM199.00
Islamic Inheritance Planning – A Must-Know for All Financial Advisors
Buy this courseLevel 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…
-
Trainer
Azman Ismail
RM199.00
Comprehensive Analysis and Understanding of Unit Trust Funds
Buy this courseLevel 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…
-
Trainer
James Chin