Key Takeaways
Our Speaker
Tan Yi Shin
CFP, CC Advisory Sdn Bhd
Tan Yi Shin, Head of Sales for the Financial Planning Division. She is joined Cheng & Co Group since June 2018 and been servicing under wealth management division for 7 years. She graduated from Bsc (Hons) Accounting & Finance.
She is also licensed holder of Certified Financial Planner (CFP) by FPAM, Authorized Unit Trust Consultant (UTC) & Private Retirement Scheme Consultant (PRC) by FIMM, Capital Market Service Representative License (CMSRL) by Securities Commission Malaysia (SC) and Approved Financial Adviser Representative (FAR) by Bank Negara Malaysia (BNM).
She specializes in corporate advisory & investment on wealth management services, which includes customized investment planning, corporate cash management solution, corporate private retirement scheme, business risk insurance and business succession planning.
The Registration Is Closed
Discover how businesses can optimize surplus cash with a smarter, more tax-efficient cash management solutions.
Frequently Asked Questions
This webinar is ideal for SME owners, CEOs, CFOs, finance professionals, and corporate decision-makers seeking practical strategies to optimise surplus cash, reduce tax leakage, and strengthen their company’s financial performance.
Limited seats are available — secure your spot before registration on July 7, 2026.
The event is happening virtually on Zoom.
For any inquiries, feel free to reach out via:
WhatsApp:
Yi Shin (+6 017-704 0880)
Cheng & Co Group Business Hotline (+60 3-2935 9606)
Email: enquiry@chengco.com.my
