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SIDC CPE, FIMM CPD, AICB CPD & HRDF Financial Master Class-Measure Unit Tru...

Sep 13, 2019 · George Town, Malaysia

SIDC CPE, AICB CPD, FIMM CPD & HRDF Financial Master-Measure Unit Trust Funds and Portfolio Performance @ Penang

Date: 13 Sept 2019
Time 9am-6pm
Venue: Fin Freedom Training Lounge, Penang

☆Study & compare the current economic, financial market data & fund's report
☆Measure the performance of Unit Trust Funds & Portfolio

Upon completion of this course, participants will be able to:
1. Use appropriate measurements to evaluate and compute the performance of unit trust
funds and also a portfolio contains unit trust funds
2. Review objectively the decisions of fund selection and portfolio allocation strategy based on
the economy and market data.

Who Should Attend
a) 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.

1. Review Economy Data
2. Review Financial Market Data & Fund's Report
3. Measure Performance of Unit Trust Funds & Portfolio
4. Summary, Q & A & Feedback

1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
a) SIDC CPE – 10 points
b) FIMM CPD – 8 points
c) AICB CPD – 8 points
d) MFPC CPD – 8 hours (only applicable for MFPC’s member & subject to own application with MFPC for the CDP endorsement)

Online Registration

Contact Person(s)
Email: moneylifeacademy@gmail.com

Or Click below to whatapps

#CPE #HRDF #CPD #AICB #SIDC #FiMM #MFPC #portfolio #UnitTrust #portfoliorebalancing #portfolioswitching #fundreport #Invest #investment #riskprofile #riskmanagement #wealthmanagement #financialplanning #money #finance #assetallocation #economy #fund #fundperformance #financialmarket
#moneymastermy #moneylifeacademy #moneylifeacademysb #learning #workshop

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