.:: KMDC PFP: Essentials of Personal Financial Planning

Personal Financial Planning (PFP) Programme Suite

Professional Certification Programme Certified Financial Planner Islamic Financial Planner

Practice Development Workshop Proven Approach in Building a Successful Financial Planning Practice in Malaysia

Money Education Workshop Smart Money-User Workshop Smart Money Skills Workshop

Financial Planning Seminar

Financial Planning for Managers & Executives

Investment Planning and Investments for Managers & Executives

Essentials of Personal Financial Planning (Smart Money Skills Workshop)

Financial Decision Making

SMART MONEY SKILLS WORKSHOP (SMK): ESSENTIALS of PERSONAL FINANCIAL PLANNING

Personal Financial Planning is the process of meeting an individual's life goals through the proper management of his finances. Life goals can include buying a home, going for vacations, saving for a child's education or planning for retirement.

For individuals who want to learn about managing their finances and for personal development, this is a great opportunity to equip yourself with necessary information which will be extremely helpful in covering your bases during times of financial crisis.

WHY IS PERSONAL FINANCIAL PLANNING IMPORTANT?

Benefits of having PERSONAL FINANCIAL PLANNING knowledge:
• Acquire knowledge and develop expertise in retirement planning, insurance, risk management
investment, tax and estate planning.
• When you want to plan your financial affairs such as:
   ο build investments over the long term
   ο invest a lump sum of money such as an inheritance or redundancy payout
   ο protect your income or investments
   ο plan major changes in your personal circumstances, such as retirement where large sums of
      money are involved.
   ο learn about personal taxation, superannuation, stocks options
   ο plan for your child's education

WHO SHOULD ATTEND?

General public who has an interest in money management.

DATE: To be Advised

VENUE: Uptown Conference Centre, PJ Uptown

FACILITATORAS: Mr. Yap Kam Cheng and Mr. Elwin Lau

TOPICS OFFERED

TOPICS

TITLE

Topic 1

Fundamentals of Risk Management and Insurance Planning

Participants will understand the various methods of handling risk including how risk can be avoided, reduced, eliminated, financed, retained an transferred through insurance.

Topic 2

Fundamentals of Investment Planning

Participants should understand the factors affecting the development of financial planning, the demand for financial planning services and the rapid growth of the independent financial planning industry. Participants should also understand the whole range of products required to meet their different needs and to achieve a balanced portfolio.

Topic 3

Fundamentals of Tax Planning

Advising how financial goals can be better achieved through minimization and deferment of income taxation, participants should have a good understanding of the definition of income, types of income and how deductions and rebates can help to alleviate the income tax burden.

Topic 4

Fundamentals of Retirement and Estate Planning

Participants can learn to estimate the amount of retirement income required so to maintain a certain standard of living during retirement. They should be able to identify the resources available and recommend a financial plan to meet that need. Participants should know the advantages and disadvantages of the various retirement planning instruments.



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MORE INFORMATION

+ Download KMDC Management Development Programme Brochure HERE
+ Download KMDC Programme Registration Form HERE
+ Download KMDC Management Development Programme Schedule (2009-2010) HERE
+ Download Location Map of KMDC Learning Centre at PJ Uptown HERE
+ Information on HRDF Claims

Contact: Khoo or Lea Kuan +603-7712 3215 or 7712 3211 Email: eskhoo@kmdc.com.my

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