

- Corporate Finance & Investment, Wealth Management
- 35 (Registered)
-
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 objectives
- Identify the changing landscape of unit trust consultants and investment advisors
Course Synopsis
The Employees Provident Fund’s Members Investment Scheme (EPF-MIS) was introduced in 1996 and has undergone many changes over the years. The latest is where eligible members can now make an informed investments of unit trust funds offered by EPF-approved Fund Management Institutions (FMIs) through the self-service i-Invest online platform within the i-Akaun (Member) portal.
A key element of the online investment facility is that sales charges are now practically zero as the EPF has enforced a maximum cap of 0.5%. This has changed the investment landscape of unit trust consultants and investment advisors towards a more comprehensive and complete investment and financial planning landscape besides recognising the importance of EPF-MIS in securing a long-term relationship with clients.
This e-learning course will equip unit trust consultants, investment advisors and individual investors with the necessary knowledge to implement strategies to maximise one’s retirement savings via the EPF-MIS.
Course Content
-
Downloadable Notes
-
Notes
-
-
EPF Members Investment Scheme (EPF-MIS)
-
The Changing EPF-MIS Landscape
-
Quiz
-
-
Benefits of Investing in Unit Trust Funds via the EPF-MIS
-
Potentially Higher Returns Compared to EPF Dividends
-
Practice Personal Investment Planning
-
Matching One’s Risk Profile
-
External video 1
-
Matching One’s Risk Profile (con’t)
-
Quiz
-
-
Best Practices Investing in Unit Trust Funds via the EPF-MIS
-
Practice Dollar-Cost-Averaging (DCA)
-
Monitor and Re-balance One’s Portfolio
-
Invest in More than One Fund House
-
Do Not Chase After Best Performing Funds
-
Accumulate Knowledge
-
Quiz
-
-
When Not to Consider EPF-MIS
-
Emotional Investor
-
Nearing Retirement
-
EPF Able to Meet One’s Retirement Objective
-
High Separate Cash Investments Into Stocks and Unit Trust
-
Quiz
-
-
Changing Role of Unit Trust Consultants and Investment Advisors
-
Towards Becoming a Comprehensive and Complete Investment and Financial Consultant and Advisors
-
Important of EPF-MIS in Securing Long-Term Relationship with Clients
-
Quiz
-
-
Summative Assessment
-
Final Test
-