Explore and understand the fundamental personal financial planning concepts. Learn how to define and achieve your financial goals with properly planning and clarify. Apply the framework of personal financial planning to monitor your own finances, with special emphasis on lifecycle-specific topics, such as saving for education, housing loans, wealth management and estate planning.
This Financial Planning course is created to help those who cannot afford extensive planning assistance to better understand how to define and reach their financial goals. It provides the fundamental of financial literacy so informed life-decisions can be made.
Financial planning, in the broadest sense, is an effort to manage all aspects of a person / family’s financial affairs. Classically, that begins with planning family spending and extends through risk management (insurance), taxes, wealth accumulation, investing, and wealth distribution (retirement and estate planning). Don't short change yourself, get mentored from those who have succeeded financially and in life.
By the end of the Financial Planning program, you will be able to:
Understand how financial literacy can help you for LIFE.
Learn how to budget and reduce personal debts
Learn the right way to save your first million dollars
Learn to think and plan wisely your own money
Learn to achieve your goals and dreams the smart way
Learn how to balance work-family-personal life
Learn how to expand your Pot of Money; Serious Money, Play Money, Emergency Money, Investment Money etc
Who Must Attend
Everyone who is interested to learn about money and financial literacy to help them invest better, save smartly and gain more even without capital.
Module 1: Importance of Financial Planning for Life Stages
- Where are you financially?
- Where are you going? (How do you carve your Financial Route Map?)
- Financial Timing & Goals
Module 2: Measuring Your Financial Health and Establishing a Plan
- Your personal financial report card and Balance Sheet
- Your spending habits
- Your financial goals- How to Carve Your Financial Route Map
- Your materials needs & wants
Module 3: Budgeting , Savings & Compound Interest, Time Value of Money, Cash Flow
- Saving plan & Compound Interest Effect
- Pay Yourself First
Module 4: Personal Taxes & Contributions
- Optimise taxes savings
- Maximise your contributions
Module 5: The Role of Borrowing (Good Loans vs Bad Debts)
- How to Maximise Home Loan Repayment to save interest
- The role of credit cards and your spending habits
Module 6: Retirement & Education Funding
- Planning for Major Life Decisions
Module 7: Investment risk appetite and Investment Tools available
- Age vs Investment
Module 8: Cashflow Quardrant - Which quadrant do you want to be in?
This Financial Planning workshop’s methodology is a combination of expert input, interactive practical exercises, self assessment, lots of hands-on role-play, group discussions, exercise worksheets and real life examples.
You'll be given some pre-course questionnaire to fill out before the workshop to gauge your current financial standing .
You are encouraged to participate actively in asking questions while not need to reveal any financial standing to everyone.
LEE WAH, KOK (Mdm)
Million Dollar Round Table~ Top Rookie Agent
Chartered Financial Planner (ChFP)
M.Sc. (Montpellier University), France
B.Sc. (1st Class Hons) London University, U.K. .
Mdm. Kok, brings to the corporate business world more than three decades of successful experience in the financial & insurance industry as well as extensive results-oriented training and consultancy on the subject for individuals who are eager to educate themselves on the strategic “know-how” of fortifying their lives with financial stability.
Within a mere year of entering the industry, Ms. Lee Wah earned her seat at a “Million Dollar Round Table”. Her expert capability in the industry is drawn not only from intellectual knowledge, but real-life experience. Both of which she utilizes to comport the priceless lessons she has learned unto her course participants.
Aside from her commitment to being a Personal Financial corporate trainer, Lee Wah is also mentoring Toastmasters in MIM Toastmasters Club and Premier Advance Club, as well as offering her services as a Recruitment and Training Financial Advisor to the Club on a weekly basis.
Her talents in public speaking and expertise on financial literacy give her a distinct advantage in designing and effectively communicating in corporate training programmes. In her training, she seeks not merely to lecture but to educate as she highlights and analyses vital knowledge of a participant’s financial health so as to broaden one’s perception of their financial welfare and expand their understanding on how to achieve greater financial security and freedom for themselves as well as their company.
Other Professional qualifications:
Significant Achievements :
“Overall, is a good especially the game session as I learn to allocate my salary better.” – Ching, Management Associate – Bank Industry
Personal Financial Planning Training Provider of Pac Lease Berhad iTrainingExpert.com"The Trainer is well-experienced on the topic and I get to know better in financial planning.” – Low, Management Associate – Pac Lease Berhad
“From this course, I learn how to do investments and allocate money on more needs than wants. This is a good training for better planning on our financial.” – Koh, Senior Officer – Pac Lease Berhad
“After attending this extraordinary program, I would able to allocate my monthly expenses well and learn to spend wisely in future. I have learned to earn passive income. Ms Kok is knowledgeable and she gives her real-life experiences as examples so we can understand better on her topic.” – Teo, Senior Officer – Financial Industry
“I learn how to made investment planning, how to increase passive income and how to reduce on expenses. I learn on financial controlling especially during game session. ” – Eng, Credit & Marketing Officer
“I would able to allocate my monthly expenses well and learn to spend wisely in future. I have learned to earn passive income. Lee is knowledgeable and she gives her real-life experiences as examples so we can understand better on her topic.” – Teo , Senior Officer – Pac Lease Berhad
“I learn how to plan for my investment, how to increase passive income and how to reduce on expenses. I learn on increase my financial literacy through the powerful game session. ” – Eng Sian Mei, Credit & Marketing Officer – Pac Lease Berhad
“I learn how to control and manage my expenses and savings in a better way. It is a excellent training to attend. ” – Leung Kyee Mun, Credit & Marketing Officer
|Sign up 1 pax|
|Pay before course starts|
|Sign up 1 person|
|Pay 14 days before course starts|
|Sign up 3 pax or more|
|Pay 14 days before course starts|
(Fee inclusive of Buffet Lunch, Refreshment, Welcome Pack, Training Materials & Certificate of Achievement)
1. ONLINE PAYMENT by Credit card: You can opt to register and pay online with our latest payment integration system through our website.
2. BANK IN CHEQUE
Bank in and then scan the Bank-in slip and email to us before the course commence to confirm your seat.
Courier your cheque payment to our Finance HQ.
*Note that we DO NOT take any payments during the event.
3. BANK IN CASH: You can also pay by cash through bank-in our company bank account.
4. Telegraphic Transfer- You can also opt to use GIRO or telegraphic transfer of payment via international banks.