A Holistic Approach to Investment Planning
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- 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
About the Webinar:
Date: 19 March 2022
Time: 9AM – 5.30PM
Price: Early Bird RM200 (1 March 2022)
Normal Price: RM250
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