Fellow practitioners, what you have persistently and repeatedly requested.... block out this date in your planner.....

Building Successful Financial Planning Practice

Experience from Singapore and Australia's financial planners

Speakers: Apelles Poh MFP.CFP & Shahid Ghauri

What you will Learn See under speaker’s profile (CPD hours will be awarded upon confirmation from the regulatory bodies)

PRACTICE MANAGEMENT WORKSHOP

Date: FRIDAY 7th July 2006 Time: 9.00 am – 5.00 pm Venue: Boulevard Hotel - Mid Valley (entrance - beside San Francisco Coffee, North Court) Add : Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur

RM250.00 LIMITED TO 40 SEATS ONLY ( First Come First Serve ) 10 seats taken already!!

Registration

Please register through our website http://www.machfc.org or fax this completed registration form to 03-7877 4240 to be received by MAChFC Secretariat before 30^th JUN 2006. Cheques made payable to MALAYSIAN ASSOCIATION OF CHARTERED FINANCIAL CONSULTANTS are to be deposited into the Association’s account at Maybank account no. 514235467931. (Please bring original bank-in slip for registration. Do not post your cheque.)

Kindly direct all enquiries to Ms. Teo – Tel : 016-3733826

MAChFC REGISTRATION FORM

Yes, please register me! (Complete in BLOCK letters.)

Name: ……………………………………………………………………………………………….. Membership No: ……..……………

Company:……………………………………………………………………………………………. E-mail:……………….………………

Address:..............................................................................................................................................................................................

Telephone:................................................. (Off)....................................................... (Hse) ........................................................(H/P)

Payment - Cheque (make payable to “ MALAYSIAN ASSOCIATION OF CHARTERED FINANCIAL CONSULTANTS”)

Cheque No:......................….............. Amount:.....…….……............….

Direct Banking: Via ATM, Cash Deposit Machine, Maybank Account No: 514235467931 Maybank Jln Kelang Lama Branch.

(Please bring original bank-in slip for registration during Workshop)

Speaker’s Profile

Apelles Poh:-

Apelles Poh is a Certified Financial Planner^CM who also holds a Masters in Financial Planning (USQ). He has also qualified for the prestigious Million Dollar Round Table Award for the past 12 consecutive years. In 2004, for excellence in financial planning, he was awarded the inaugural Singapore Financial Adviser Representative of the Year by The Asia Financial Planning Journal. An Advanced Toastmaster, he also works closely with HR practitioners to conduct financial planning talks as part of the company’s staff welfare program.

Apelles has been featured in the Straits Times, Business Times, Fundsupermart, Asia Financial Planning Journal, Smart Investor Magazine. Recently he has also appeared ‘live’ on News Radio FM93.8 to talk on Financial Planning. He is a practice manager with Professional Investment Advisory Services Pte Ltd, a licensed financial advisory firm, and currently leads a team of 25 representatives.

Experience Sharing from Singapore Financial Planner

What you will learn

- The impact of the introduction of FA Act in Singapore.

- Transition from an insurance agent to a financial planner - the process, problems and possibilities.

- Experience in the current practice model - the differences with the agency model.

- Investments as part of the financial planning - how to monitor and update clients.

- Compliance issues facing the new financial planner.

- The practice of Financial Planning - how to grow your business through the growth of referrals.

Shahid Ghauri:-

Shahid Ghauri is from Australia and has been in the Australian financial services industry for over 10 years. He started his financial planning career in Plan B Financial Services Ltd, one of the largest independent, fee-based financial advisory firms in Australia, as Financial Advisor. Later, He joined Brighton Hall Financial Services, a boutique financial service company in Perth as their Practice Development Manager.

He is also a lead lecturer at Curtin University on investment and financial services topics and has become in demand in recent years for talks and discussions in the Asian Pacific, Sub Continent and African regions. He is passionate about educating and showing clients how to take control of their financial future.

Experience Sharing from Australian Financial Planner

What you will learn

- Operate a more efficient and profitable diary

- Conduct efficient and effective introductory meetings

- Sell the financial planning process, NOT product!

- Inform the client of your organisations services and mission statement

- Engage clients and keep them focused

- Take control of meetings

- Have the confidence to deal with objections

- Learn how to deal with the major types of clients

- Inculcate compliance and etiquette into their everyday practice