A Holistic Approach to Investment Planning

A Holistic Approach to Investment Planning

During this webinar, you will be able to:

  1. Identify the basic components of financial planning 2. Identify the basic needs for investment. 3. Identify several approaches for investment planning 4. Identify available investment products and compare the features and benefits of various investment products 5. Analyze client data and situation for recommendation 6. Consolidate recommendations and action steps for financial plan
 
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About the Webinar:

Date: 19 March 2022

Time: 9AM – 5.30PM

Price: Early Bird RM200 (1 March 2022)

Normal Price: RM250

Click to download brochure

Date

Time

Venue

Language

Speaker

Register

19 Mar 2022

9am – 5.30pm

Zoom Online

English

Wong Yuen Hwa

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