KMDC - CFP (Certified Financial Planner Certification Course)

Generate Effective Financial Plan: in this workshop, you will discover the ways to "Working with People for Financial Success”. Here you will learn that regardless of the team of professionals you may employ to manage your finances, you are still the Captain of your Financial Ship. The final decision is still your hand...s. The key to Captain your ship successfully, you will need to:

1. Learn to have a sense of responsibility & accountability in executing and implementing the financial plan with the use of various tools & products

2. Continuously motivate yourself to achieve your personal goals

3. Understand the implications and effects of globalization to careers and businesses

4. Understand how distractions lead to financial failure, the dos and don’ts to prevent personal & business bankruptcy and the consequences of being declared bankrupt

5. Learn how to effectively apply financial techniques via case studies with different life scenarios.Read More

This workshop addresses the age old question of “What you want to achieve?” Be it in life as a whole, focused financial objectives or other self-actualizing goals. If you really think about it, and as much as one would be reluctant to admit it, the thing that makes the world (if not your world) go round, is Money. Ther...efore, the topic of focus for Stage 3 is “Financial Empowerment”.

In this session, you will learn:
How to conduct effective management & planning with regard to various portfolios, as well as create personal investment portfolios to suit different phases of life so as to meet your life & financial goals.Read More

The areas of study will assist in:

1. Basic personal financial management. Learn to manage your budget, construct a spending journal, calculate your net worth and organize your cash flow statements for specific phases of life.

2. Understanding of Malaysia’s Financial & Banking System, EPF, and other local financial bodie...s. (e.g.: FMUTM, FPAM, SIDC, SC, Bank Negara, etc.)

3. The application & understanding of features of conventional and syariah-compliant financial products for personal money management. This is in terms of Savings/Current account& Fixed/Time deposits, types of loans & debts, types of conventional & unconventional investments, types of Insurances & Takaful. This topic also covers Internet Banking for personal money management along with online trading of financial products.Read More

Running a customer facing establishment is tough. You are frequently confronted with customers whose demand changes with each encounter, your staff whose expertise take forever to acquire and a never-ending workload. How can you run your customer oriented establishment effectively and efficiently? How can you deligh...t your customers and provide them with world-class services?

In this workshop, participants will learn the secrets to building a World Class Service establishment. The case studies discussed in this workshop will include examples from Disney, Ritz Carlton, Hewlett Packard, etc.

This fun and interactive workshop will be conducted with a good blend of instructions, discussions and role-plays. Participants are encouraged to bring their real-life customer related scenarios to the class for discussions. Read More

Building Successful Financial Planning Practice

1-Day workshop by Yap Ming Hui.

Program Fees: RM450 per pax

Financial planning has been a buzz word these few years. Many people talks about the opportunities it offers. But very few people know how to turn the financial planning knowledge into a profitable and satisfying p...ractice.

This one day workshop will help you to explore the opportunity of financial planning in the way you never see it before. As the pioneer and leading fees-for -service financial planner in Malaysia, the speaker, Mr Yap Ming Hui will share with you proven financial planning business model in Malaysia from his close to a decade practising experience.

If you are interested to be a REAL financial planner and capitalise on the exciting business opportunity of REAL financial planning, you can’t afford to miss this eye-opening and thought-provoking workshop.Read More