FIN 013- Personal Financial Planning, 11 & 12 April 2022

Teachers

Saiful Basyah

Category:

Finance & Account (VL) / Virtual Learning Programs /

RM 500.00

FIN 013- Personal Financial Planning, 11 & 12 April 2022

Price RM 500.00

Duration: 2 Day

Lectures: Zoom

Certificate of Completion

INTRODUCTION

This course is a general overview of a variety of personal finance topics including budgeting, the importance of your credit score, cash flow, setting financial goals, and taxes. Whether you are just starting college, nearing retirement, or somewhere in between, this course will provide you with the knowledge to understand your money and actionable steps to manage your finances in the future.

Objective

This program aims to:

Highlights the different stages and processes involve in personal financial planning.
Recognize issues and concerns regarding personal financial planning.
As a platform to achieve financial freedom.

Compliance with relevant Financial Reporting Standards

Who should attend?

Individual who wants to manage their financial

2 Day Training Content

This content is restricted to members only. Please log in to view more details. Registration for Free!

Day One

Module 1 : Understanding Financial Planning

Seminar

This module will cover the basics and life cycle of financial planning. The importance of being intentional with your finances and the underlying forces impacting your current relationship with money is emphasized in this module.

Module 2: Analyzing Financial Statement

Practice

This module will help participants assess their current financial situation by detailing their cash flow, net worth, asset, liability, and debt. Strategies to improve credit scores will also be shared in this module. There will be activities on calculating cash flows and identifying assets and liabilities

Module 3 : Making An Investment

Practice

In this module, participants will learn about the types of investment and the importance to understand their risk profiles before making an investment decision. Asset allocation strategies will also be shared in this module.

Module 4: Managing Your Risk

Seminar

In this module, participants will understand risks that can affect their income. Useful strategies to protect their income will also be shared. The importance of having different coverages as a key component of their wealth building strategy will also be discussed.

Day Two

Module 5: Tax 101

Seminar

In this module, participants will learn about the different types of taxes and what are the common tax offenses that people always committed. Methods to reduce tax will be shared and the difference between tax rebate and relief will be discussed in this module.

Module 6: Estate Planning (Will & Trust Planning)

Seminar

In this module, participants will learn how to prepare for the smooth transfer of a person’s assets to the intended beneficiaries when he or she is no longer around. The benefits of having a will or trust will be emphasized in this module.

Module 7: Planning And Budgeting For Your Future

Practice

This module will identify different budgeting strategies, financial goals, and how to ensure your money is working towards those priorities. SMART Financial Goals will be shared in this module. There will be activities on building your budget and identifying your financial goals.

About Instructors

Saiful Basyah

Financial Planning & Investment

- Financial Planning - Investment - Motivation - Public Speaking - Customer Service

Price RM 500.00

Duration: 2 Day

Lectures: Zoom

Certificate of Completion