Wealth Management - Understanding your Client

  • 2 (Registered)
  • (0 Review)
RM249.00

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 stage represents, how to place investors at the appropriate stage and list down main investment considerations of each of these stages
  • Explain the significance of the various factors that goes into the construction of an investment policy statement and the importance of such documentations
  • Explain the complete cycle of financial planning process

Course Content

Total learning: 16 lessons / 5 quizzes Time: 60 minutes
  • Downloadable Notes  0/1

    • 1.1
  • Types of Investor Personality and Behaviour  0/7

    • 2.1
    • 2.2
    • 2.3
    • 2.4
    • 2.5
    • 2.6
    • Quiz2.1
  • Life Stages and Implications for Investors  0/7

    • 3.1
    • 3.2
    • 3.3
    • 3.4
    • 3.5
    • 3.6
    • Quiz3.1
  • Constructing the Investment Policy Statement  0/2

    • 4.1
    • Quiz4.1
  • The Financial Planning Process  0/3

    • 5.1
    • 5.2
    • Quiz5.1
  • Summative Assessment  0/1

    • Quiz6.1

Trainer

Chan Chow Hun

Mr. Chan is a Certified Islamic Financial Planner and a CFA charterholder. He was previously the CEO of the Financial Planning Association of Malaysia (“FPAM”), and Chairman of the Asia Pacific Committee for 2010/2011. FPAM achieved the highest assessment rating by FPSB under his stewardship. Before that he was attached to the corporate finance and advisory departments of Bursa listed companies such as Intria Berhad and Salcon Berhad. Among his portfolio of experience are the listing of companies on Bursa and Stock Exchange. He has also worked in consulting, largely in the area of privatization, and in the regional project finance department of an international investment bank. He has worked in Schroeders and Arthur Andersen. Before joining the corporate sector, the trainer was in the public sector as a PTD officer, and was posted to the Kementerian Tenaga, Telekom dan Pos and Pejabat Kewangan Negeri Melaka as the Deputy State Financial Secretary. He has a post graduate diploma in Management Science from the Japan American Institute of Management Science, and a post graduate diploma in Public Management from INTAN.

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RM249.00

(SST included)

Includes

  • 5 SIDC CPE Points
  • 4 FIMM CPD Points