Time Value of Money & Financial Analytical Tools Workshop
The goal of any analytic tool is to analyse data. Once the data is analysed, one can extract actionable and commercially relevant information that can be used to increase performance or results. There are many analytical tools available, which cater for different business needs and purposes.
Scenario analysis is an analytic process that analyses a variety of possible future events or scenarios by considering alternative possible outcomes. This is useful when one is unsure on which decision to take or which course of action to pursue.
Forecasting/time series analysis explores data to extract meaningful statistics or data characteristics. This is used to assess changes over time or predict future events based on what has happened in the past.
- The time value of money – Present value, Future value, Annuities
- Calculation of returns – Nominal rate of return, Effective rate of return, Internal rate of return for equal cash flow (IRR), Internal rate of return for unequal cash flow (XIRR), Real rate of return, After-tax rate of return & Compounded Annual Growth Rate (CAGR)
- Loan repayment and amortization – Loan monthly instalment calculation, Amortisation, Home equity, Cost of refinancing a loan & Fixed monthly repayment vs. fixed tenure
- Personal financial statement analysis – Understanding net worth statement and cash flow statement & Financial Ratios (liquidity ratio, savings ratio, debt ratios)
At the end of the workshop, candidates should develop the necessary analytical skills required in processing and analysing data. These skills are commonly used as a technique in problem solving.
Who Should Attend
Professionals involved in accessing individual clients’ financial performance and anyone with a keen interest in learning. Participants are required to bring along a financial calculator.
Workshop Duration: 1 Day
Trainer: Jack Lin
Jack Lin obtained his Bachelor of Business Administration in Financial and International Business from Western Michigan University, USA, and holds a Master’s Degree in Business Administration, Open University Malaysia. He is also a Certified Financial Planner (CFP), Registered Financial Planner (RFP), Shariah Registered Financial Planner (SRFP). He has over 10 years of experience in banking, in the area of wealth management.
Jack has taught a variety of finance and financial planning subjects, such as basic financial management, international banking and finance, investment planning, estate planning, retirement planning, for professional course as well as the undergraduate program. With his theoretical knowledge and practical work experience, he regularly trained and coached life insurance and unit trust agents in sales. Currently, he is attached with a premier insurance company as Agency Manager. As a believer of financial planning, he has adopted the financial planning approach to plan for his client’s wealth being.
Date, Time & Duration:
March Workshop: Saturday, March 23, 2019
September Workshop: Sunday, September 22, 2019
Time: 9:00am to 5:00pm
KDU University College Utropolis Campus, Glenmarie,
Jalan Kontraktor U1/14, Seksyen U1, 40150 Shah Alam, Selangor.
Location map HERE GPS Coordinates: 3.092604, 101.559762
Fee (HRDF Claimable):
RM350 per pax. Group of two: RM300 per pax
Submit your form with proof of payment or company’s letter of undertaking to KMDC: email@example.com, Fax: 603 5565 0797.
KMDC’s RHB Account Number: 212 349 000 543 53 (KDU Management Development Centre Sdn. Bhd.)
In-House Customised Workshop:
All our training programmes can be customised and offered as In-House Training Workshop. To inquire, call: 03- 5565 0793/0798 or email: firstname.lastname@example.org
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