KMDC Wealth Management Seminars
Theme: Enjoy Financial Freedom through Wealth Creation!
KMDC Wealth Management Seminar is open to all. HOW TO ENROL?
Complimentary with KMDC Wealth Management Seminar voucher (by invitation) or enrol via KMDC CFP Facebook Page's event page. Comlimentary for KMDC CFP students and alumni and they are welcome to invite their friends to attend the seminar, pre-registration is required. Please contact Ms. Kung (03-7712 3215) or email start@kmdc.com.my
Click here to Register Now for complimentary workshop.
Speakers for the coming Wealth Management Seminars included Carol Yip (Author of "Money Rules" and "Smart Money User") ,
Mr. Elwin Lau, Mr. Yap Kam Cheng, Mr. Azhar Hew, Ms. Lily Lau, & Mr. Raymond Foong.
These events are supported by the international bookstore chain, Borders. To view the photo album of our first seminar, please visit: www.facebook.com/mycfp.
Venue: Level 1, KDU College, Jalan SS 22/41, Damansara Jaya, 47400 PJ, Selangor.(Location Map)
For registration, please call 03-7712 3211, 7712 3215 or email: start@kmdc.com.my
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Synopsis
Retirement Planning by Carol Yip
Session 1: Date: July 18, 2010 (Sunday) Time: 10:00am-12:30am
Venue: Level 1, KDU College, SS22/41, Damansara Jaya,PJ
Session 2: Date: August 28, 2010 (Saturday) Time: 10:00am-12:30am
Venue: Level 1, KDU College, SS22/41, Damansara Jaya, PJ
Like it or not, it is stressful when we are not able to manage our own financial
resources, especially at old age.
Common contributions to retirement failure could be due to lack of personal knowledge, personal attitudes towards money or misguided expectations and
perceptions of financial success that lead to bad financial decisions or choices.
Could it also be the inability to plan for your financial future because of your personal
life - relationship or family issues or inability to cultivate your love and interest for
investments?
There are no shortages of financial workshops, seminars, reading materials and
books with genuine intention to educate you in retirement planning. Maybe the
challenge is to promote engagement and motivation to get you started.
If you have little basic money management knowledge and retirement planning skills
or simply procrastinate and have fear of dealing with financial matters, then this
retirement education program is meant for you.
Your retirement success starts from your mindset towards wealth and realization of
your money management issues. This retirement education program will provide
workable techniques, strategies and tips to jump-start your retirement planning
process. The facilitation process will also provide the insights of how your retirement
plan can be impacted by psychological influences.
This program is also designed to focus on teaching the holistic view of retiring from
work and how to live life with a purpose, besides money management skills to create
your financial nest egg for retirement living.
You will discover that retirement requires more than just the systematic approach of
saving and investing your money. You need to be in control, change your perception
and attitude to secure your financial future for retirement. After all, it is important to
have the ability to make informed judgments and decisions to ensure lifetime
financial sustainability. (How to Enrol?)
About Carol Yip
Carol Yip holds a Master’s Degree in Business
Administration (Majoring in Finance with Distinction)
from the University of Hull, UK, a Bachelor’s Degree in
Economics (Honours) from Monash University in
Melbourne, Australia, a Certified Financial Planner
(CFP) from the Financial Planning Association of
Malaysia.
She is also the President of Monash University Alumni
Malaysia. and also member of the Monash Alumni
Advisory Group (MAAG) for Monash University
Australia.
Carol has been recognized for her “Outstanding
Career Achievements and Contribution to Society in
the Finance and Commerce Sector” by The Malaysian
Women’s Weekly Great Women of Our Time Award
2008. |
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Carol Yip is the author of “Smart Money User” and “Money
Rules” - two books that reveal how your state of mind
and beliefs affect how much (or how little) wealth you
will have, or retain. She appears regularly on national
television including NTV7 and RTM2 to talk on the
topic of Behaviorial Finance in Personal Money. |
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Synopsis
Basics of Personal Financial Planning by Elwin Lau
Session 1: Date: July 17, 2010 (Saturday) Time: 10:00am-12:30am
Venue: Level 1, KDU College, SS22/41, Damansara Jaya, PJ
Session 2: Date: August 21, 2010 (Saturday) Time: 10:00am-12:30am
Venue: Level 1, KDU College, SS22/41, Damansara Jaya, PJ
To provide the participants with better insight to
personal financial planning.
1) What is financial planning?
2) How Financial Planning can help one to
achieve what one wants in life?
3) What are common mistakes done by people?
4) What are the scope of Financial Planning?
5) How can one pursue more in Financial
Planning?
(How to Enrol?)
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Synopsis
Investment Planning by Elwin Lau
Date: July 17, 2010 (Saturday) Time: 2:00 pm - 4:30pm
Venue: Level 1, KDU College, SS22/41, Damansara Jaya, PJ
To provide the participants with the knowledge and
understanding that is needed to do investment planning to
prepare for their retirement.
1) Why investment planning is important to retirement
planning?
2) Understand the major differents between saving and
investment?
3) What investing opportunity are there for you to increase
your investment?
4) How to invest your portfolio from inflation and future
downturns?
5) How much is needed for retirement based on one lifestyle?
(How to Enrol?)
About Elwin Lau
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Mr. Elwin Lau is a principal consultant to AllRisks Management Sdn Bhd providing risk management including financial planning to both individual and business owners. He has been in financial services industry for over 25 years and held various management positions in insurance industry prior to practicing financial planning. He obtained his Bachelor of Science (Honours) from University of London, United Kingdom and Master of Financial Planning from University of Sunshine Coast, Australia.
He conducts regular training for CFP professional financial planning and technical life insurance organized by the Malaysian Insurance Institute. He is a regular trainer to various institutions and has conducted training in major companies like Maybank, CIMB, AmAssurance, Asia Life and private companies. |
He is a certified trainer and train the trainer to Malaysian Insurance Institute and RFP professional program. He is also the moderator and examiner to RFP program.
Elwin is a Chartered Financial Consultant (ChFC) from American College and also a Certified Financial Planner (CFP) of the Financial Planning Association of Malaysia, Registered Financial Planner (RFP) of Malaysian Financial Planning Council, and a Certified Insurance Professional (CIP) and senior associate to Australia and New Zealand Institute of Insurance and Finance. |
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Synopsis
Investment Planning by Yap Kam Cheng
Date: August 21, 2010 (Saturday) Time: 2:00 pm - 4:30pm
Venue: Level 1, KDU College, SS22/41, Damansara Jaya, PJ
Having a well laid savings plan is no assurance towards meeting one’s financial goals. Knowledge about the
investment environment, financial products and accompanying risks are important considerations.
Participants of the programme will be given an overview of the investible assets available in the market place and how
they can be properly tailored into one’s investment plan.
It is an ideal workshop to highlight the areas of further learning that may be required should the workshop participant
eventually decides to pursue the Certified Financial Planner certification.
(How to Enrol?)
About Yap Kam Cheng
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Mr. Yap Kam Cheng holds a Bachelor of Economics (Honours) from the Manchester Polytechnic, England and a post-graduate qualification in Business Administration from the Aston Business School in Birmingham, England. He is also an accredited Certified Financial Planner.
He started his career in 1982 with a local merchant bank and was involved in corporate advisory, lending, project financing and investment activities.
He joined an international insurance company in 1987 as Head of the Investment Department. His primary responsibility was in securing a broad diversification to the insurance investment portfolio and shifting emphasis on asset allocations to meet actuarial requirements. |
Insurance assets under his management included government securities, corporate bonds, equities, mortgage loans, landed properties and offshore investments.
Mr Yap subsequently joined a company listed on the Main Board of Bursa Malaysia with interests in property development, bulk storage handling, hotels and food franchising business – in 1990 as General Manager, Business Development. He has been posted to different subsidiaries to improve their respective operating efficiencies. In 1994, he successfully led a mineral processing subsidiary to achieve the first ISO 9002 status for an ultra-fine micronising company in Malaysia.
In addition to lecturing for the Certified Financial Planning programme, Mr Yap occasionally lectures for the Certified Financial Analyst (Level 1) course. |
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Achieving Excellence by Lily Lau
Date: To be advised
Venue: Level 1, KDU College, SS22/41, Damansara Jaya, PJ
To be successful in life, we must strive to achieve excellence. We need to develop critical management skills as it involves people. Management is the art of getting things done through people. As an individual working in a corporate, are your people-skills adequate to bring you to higher level of success? There are 3 levels of skills involve, personal, inter-personal and group.
At the personal skill level, are you stressed out, having too much to do and not having enough time? At the
inter-personal level, do you have the skill to speak well? Can you influence people and get them to agree with what you want them to do? At the group level, can you lead, supervise and motivate your staff well? Can you build an effective team that work cohesively? At KMDC, we have training courses that can help you
overcome these issues. Register to find out more at KMDC’s Wealth Management Seminar 2010!
(How to Enrol?)
About Lily Lau
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Fast becoming as one of Asia’s leading trainer and facilitator, Lily Lau has worked with many leading MNC organizations, helping professionals to improve communication, inter-personal skills, and cultural actualization.
She regularly speaks in many public seminars and has consulted for many organizations in Malaysia, Singapore, Dubai, China, Thailand, Indonesia and India to overcome conflicts, manage differences and bridge gaps between various cultures.
Lily is an accomplished consultant, having amassed 18 years of
management and consulting experience in Pricewaterhouse Coopers,
catering to in-bound foreign investors of leading and global MNCs to
Malaysia. |
With a formal degree from Japan, Lily is a multi-lingual, fluent in
English, Japanese, Chinese and Malay languages. She has written several
stimulating articles published in popular business magazines in the areas of
cross – cultural management and communication.
Aside being a fully licensed facilitator of Directive Communication™ Technology, a psychology – based approach to self – growth and team enhancement, Lily is a member of The American Institute of Business
Psychology (AIOBP) using psychology as the foundational science in training. She is also a Certified Professional Trainer by The International Professional Managers Association (IPMA), has a Certificate in Training by the Malaysian Human Resources Development Corporation (PSMB) and holds a Certificate in Coaching by the Institute of Business Coaches (IBC). She is also a regular participant in the International Facilitators Association(IAF) and The Society for Intercultural Education, Training & Research(SIETAR). |
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Estate Planning
Speaker: Azhar Iskandar Hew
Session 1: Date: July 18, 2010 (Sunday) Time: 2:00pm-4:30pm
Venue: Level 1, KDU College, SS22/41, Damansara Jaya,PJ
Session 2: Date: July 28, 2010 (Saturday) Time: 2:00pm-4:30pm
Venue: Level 1, KDU College, SS22/41, Damansara Jaya, PJ
Writing a will – it is important to sort out the distribution of assets to avoid conflict within the family
and/or to give assets to charities. When you have asset that you have worked so hard to acquire and
would like your loved ones to receive it without unnecessary delay, intestacy is not the way to go. There
are many facets when one writes a will as it contain your wishes as to who is to benefit, when and how
distribution is to made. Beneficiaries can be made to work hard to receive their inheritance as well.
Having a trust – where you have dependents such as your spouse and children with disability, you
would want to provide for their maintenance and medical needs. With a trust you will be able to spell
out the usage of the trust assets for the beneficiaries.
Nomination – where EPF moneys have yet to be withdrawn in full, naming a nominee would allow the
person to receive the proceeds quickly. The same should also be done for insurance policies. The
nominee will receive the proceeds without having to wait for a court order. (How to Enrol?)
About Azhar Iskandar Hew
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Azhar is the General Manager of Rockwills Trustee Bhd. He holds the Bachelor of Laws (Honours) degree from the University of London. He has 12 years experience in the estate planning industry as a will & trust specialist, trainer and conference speaker. He has trained more than 5000 people from leading financial institutions, life insurance companies and financial planners in Malaysia, Hong Kong and Singapore. He is one of the few advocates of Islamic estate planning in this country. |
He is approved by Securities Industry Development Centre (SIDC) as a facilitator to conduct Trust Planning Training. His current scope of work includes advising on legal aspects and compliance matters regarding Estate Planning, Private Trust and Corporate Trust services. He contributes regularly to Smart Investor and Malaysian Business on the area of Estate Planning & Private Trust. |
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