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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

Highlights:
☆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.

Content
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

Note:
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
https://goo.gl/forms/Xket9dvyTiIK92Un

Contact Person(s)
019-5932539
Email: moneylifeacademy@gmail.com
https://www.facebook.com/moneylifeacademysb

Or Click below to whatapps
https://api.whatsapp.com/send?phone=60195932539

#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


Event organizers
  • Yong Chu Eu-Money & Life Master (杨子佑硕士-财福人生导师)

    1) Continuing Professional Education/Development (SIDC, FiMM, AICB & MFPC) & HRDF Certified Corporate Trainer 2) MFPC Shariah RFP Certified Trainer3) CFP Lecturer & a FPAM/KMDC Excellent Award Winner of CFP Module 3: Tax Planning subject highest score in year 2009.4) Blogger & regular columnist of few medias such as Money Compass, Focus Malaysia, Smart Investor, The Busy Weekly, MelodyFM, The Edge Malaysia-Personal Wealth, Sin-Chew Newspaper and more.1) 持续专业培训(SIDC,FiMM, AICB & MFPC)和人力資源发展基金认证(HRDF Certif

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