Wealth and Legacy Planning in Times of Crisis - Wealth Management

Overview
Objectives & Outline
Methodology
Participant Profile
Trainer

Overview

PROGRAMME DETAILS
DATE
26 August 2021
TIME
9.00am - 12.00pm
TRAINING PLATFORM
Zoom
Today’s world is changing faster than ever, with technological advancement, climate change, intellectual awareness, financial evolution, and quite recently, the COVID-19 pandemic. Such unpredictability makes wealth and legacy planning even more pertinent.

This half-day programme is designed to provide financial professionals with the understanding of such challenges that we are facing and will face in the future. The seven wealth and legacy planning strategies are the critical steps in strategizing a proper financial plan based on the individual’s or business’s financial situation, goals and risk tolerance, and ultimately help them to gain maximum financial security or benefits.
LEARNING LEVEL
Intermediate
PROGRAMME FEE

MYR
1,000*
/ PAX
*Subject to 6% Service Tax
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Objectives & Outline
LEARNING OBJECTIVES
By the end of the programme, participants will be able to:

Relate to the various components of the capital market and analyse the impact of economic cycles, technological advancement and market changes on businesses and the financial services
Analyse the future landscape of the market and apply the seven wealth and legacy planning strategies to ride on the crises and grab any opportunities that lie ahead

PROGRAMME OUTLINE
The Current and Future Crises
Pandemic
Global warming and extreme weather
The clash of titans - US and China
The evolution of the financial industry and FinTech
Money printing, low interest regime & global debt
Globalisation
Global food crisis

Seven Wealth and Legacy Strategies
Lifelong learning
Focus on what makes you different
Market positioning
Portfolio diversification - Asset allocation
Portfolio diversification - Asset allocation (Personal)
Investment strategies - Stay invested in all weathers
Modern estate planning strategies
Methodology

Presentation slides, videos, case studies and real-life stories
Participant Profile

Remisiers, CMSRL license holders, private bankers, relationship management managers, registered & licensed financial planners/advisors, Investment bank management and staff, commercial bank management and staff, Islamic bank management and staff, public and industry related professionals, stock broking firms' management, business reporters and anyone with an interest in this area
Trainer

YONG CHU EU
Yong Chu Eu is the founder, managing director and principal trainer of Money & Life Academy and a licensed financial planner (FAR & CMSRL) for Philip Wealth Planner and has more than 12 years’ experience in the training and financial planning industry. He was a unit trust consultant and a professional will writer prior to joining Fin Freedom in 2010, as a fully licensed financial planner and Head of Education.

He is regularly featured and interviewed in the local medias for his experience and expertise in the financial market, while being a blogger and a regular columnist for the Chinese financial magazine – The Busy Weekly, and the Smart Investor magazine. He also appeared in MFPC’s Financial 1st magazine and MFPC JWMFP journals, Money Compass, The Edge Malaysia – Personal Wealth, Focus Malaysia, Sin Chew Newspaper and Melody FM (a local radio channel in Malaysia) to share his view on various financial planning topics.
Chu Eu holds a Bachelor of Science in Computer Science and a Master of Science in Computing Engineering from the University Putra Malaysia (UPM). Upon graduation, he worked with MNCs in the IT field before shifting his passion into financial planning. In 2017, he obtained his ‘Shariah Registered Financial Planning’ certification under MFPC & CMDF Educational Scholarship Programme.

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