|
Fellow practitioners, what you have persistently and repeatedly requested.... Second in the series of Management Practice Workshop, block out this date in your planner.....
PRACTICE MANAGEMENT WORKSHOP
Winning Strategies in Managing Clients Investments
Experience from Singapores Independent Financial Adviser
Speaker :
Isaac Low CLU, CFA, ChFC
Date: Thursday, 21st Sept 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
RM280.00
LIMITED TO
60 SEATS ONLY
( First Come First Served)
10 seats taken already!!
What you will Learn
See under speakers profile
CPD/CPE hours RFP 6, SIDC (IAFP,IRFP) 10
(to be confirmed)
Registration
Please register through our website http://www.machfc.org or fax this completed registration form to 03-8994 0998 (please call before faxing) to be received by MAChFC Secretariat before 14TH Sept 2006. Cheques made payable to MALAYSIAN ASSOCIATION OF CHARTERED FINANCIAL CONSULTANTS are to be deposited into the Associations 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
Yes, please register me! (Complete in BLOCK letters.)
Name:
.. Membership No:
..
Company:
NRIC :
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)
Speakers Profile
Low Ee Meng Isaac CLU ChFC CFA
Head Investment Advisory / Principal Partner
First Principal Financial Pte Ltd
Isaac is one of the founders of the company in 1997. Prior to that, he was an Agency Leader with an insurer in Singapore.
He heads the Investment Advisory Service in the firm where investment planning for individuals are executed utilizing an in-house proprietary system. The modeling provides a seamless process from data-gathering, risk profiling, asset allocation to implementation, periodic monitoring and re-balancing. His personal clientele includes high net-worth individuals in Singapore and the surrounding regions.
Isaac is a much sought after speaker at various industry and public meetings. He was also a lecturer with the Singapore College of Insurance for ChFC Executive Programs for top executives in Indonesia and Vietnam. In addition, together with his firm, they have contributed in both teaching material and training for various financial planning courses.
Isaac holds a Bachelor in Business Administration from the National University of Singapore, Chartered Life Underwriter and Chartered Financial Consultant from The American College and is a Charter Holder of the Chartered Financial Analyst designation from the CFA Institute. He is a member of the Singapore Society of Financial Analyst and Past President of the Society of Financial Service Professionals ( Singapore. )
What you will learn
- Investment Basics
- Communicating to the client about the investment basic in layman terms to get the client to understand it and this will make the investment job become manageable.
- Portfolio Theory and Application using Unit Trust in Malaysia
- Building an Investment Advisory Practice
- Case Studies and Practical Application
|
