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      Financial Master Class-Business Wealth Management & Risk Planning @ KL in Kuala Lumpur

      • Financial Master Class-Business Wealth Management & Risk Planning @ KL Photo #1
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      February 27, 2020

      Thursday   9:00 AM

      No 7 , Jalan Stesen Sentral 5
      Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur

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      Financial Master Class-Business Wealth Management & Risk Planning @ KL

      SIDC CPE, FIMM CPD, AICB CPD & HRDF Financial Master Class-Business Wealth Management and Risk Planning @ KLDate: 27 Feb 2020Time 9am-6pmVenue: SSM Office/Q Sentral, KL Sentral, KLHighlights:-Create, Protect, Preserve & Distribute Business Wealth & Legacy with best-suited tools-Real life story, case study & Interactive learning Objectives:Upon completion of this course, participants will be able to: 1. Discuss what is the personal wealth management and its process for a business owner.2. Recognize how to create, accumulate, protect, preserve and finally distribute the wealth from a business owner perspective.  3. Employ the best-suited wealth management tools based on personal life cycle, financial goals, business circumstance and needs.4. Well manage the business owner client’s finance, wealth and business.Content1. What is personal wealth management? 2. Wealth Creation and Accumulation3. Wealth Protection & Risk Management4. Wealth Preservation5. Wealth Distribution6. Integrity is the key to a happy, success, most respected and “evergreen” company’s core value and culture 7. SummaryWho Should Attenda) Directors, Business Owners, Entrepreneurs, Managers, Team Leaders, Decision Makers who are committed to lead their team toward financial wellness and successful in career and life.b) Financial Professionals who look for upholding their skills, professionalism and knowledge in order to serve their clients better. Note:1) HRDF Claimable under SBL Scheme2) CPE / CPD point entitlement    a)      SIDC CPE – 10 points    b)      FIMM CPD – 8 points    c)      AICB CPD – 8 points    d)      MFPC CPD – 8 points (only applicable for MFPC’s member & subject to own application with MFPC for the CDP endorsement)Online Registration Person(s)019-5932539Email: moneylifeacademy@gmail.com Click below to whatapps #HRDF #CPD #wealth #personalwealthmanagement #balance #wealthplanning #financialplanning #accumulatewealth #protectwealth #perservewealth #distributewealth #BusinessOwner #businesswealth #businesslegacy #businesssuccess #businesscontinue#moneymastermy  #learning #workshop #AICB #MFPC #SIDC #RiskManagement #Risk #YongChuEu #MoneynLife #moneylifeacademy ##moneylifeacademysb

      Categories: Business & Networking

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