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 "In general, many people spend more time planning a graduation day or wedding day than planning their retirement. And that's only one day. People should spend time planning for their retirement." Dave Reed.

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Money Mastery Course

COURSE TITLE :

Money Mastery Course.

Learning Outcome

By attending the course, participants will be able to:

  • Plan your financial future and become the Master of your finances and money matters?
  • Understanding your risk profile and why it will affect your investment decision and help you make the right investment decision that offers you total peace of mind?
  • Understanding the different type of complicated investment products available today.
  • What you should be investing in 2011?
  • Guide on how you can start to develop your first comprehensive financial plan (costing more than RM8,000.00 or more) using our MyMoneyManager System.
  • How to save hundreds or thousands of Ringgit from your mortgages, insurance products and etc instantly?

 

Target Group : Public

Course Date: 26th May 2010

Course Fees: RM 299.00

Venue: 33rd Floor, Menara Keck Seng, Jalan Bukit Bintang - Board Room

Course Outline:

10.00 – 10.30

Discover the 6 mistakes every investors makes and why even one mistake can be costly to your financial future and retirement plan.

Description:

  • Show you the 6 mistakes and analyse each of the mistakes and its consequences.
  • Understand the financial planning process.

 

10.30 – 11.00

Why you should be the Master of your finances and money matters?

Description:

  • Understand the key driving force on why you should be the master and not the slave to your money.
  • Why having control of your money is important?
  • 5 reasons why you should start planning for your financial future now?

11.00 – 11.15

Tea break

11.15 -12.00

Understanding your risk profile and why it will affect your investment decision and help you make the right investment decision that offers you total peace of mind?

Description:

  • Understand the different risk profile groups being practice.
  • Why it is important for you to know which risk profile group you belong to?
  • Doing a Risk Profile test?

 

12.00 – 1.00

Understanding the different type of complicated investment products available today and what you should be investing in 2011?

Description:

  • Understanding the different type of investment available in the market.
  • Understanding of asset class and asset allocation strategy.
  • What are the key investments products available and which market to invest in 2011?

1.00 – 2.00

LUNCH

2.00 – 3.30

Guide on how you can start to develop your first comprehensive financial plan using our MyMoneyManager System.

Description:

  • Why you need to develop your own financial plan?
  • How the financial plan can help you to make investment decision that will affect your financial standing?
  • What impact your children education needs have towards your financial standing and how much it will affect your retirement.
  • How much insurance coverage is sufficient for you and how you can transfer your risk to the insurance company?
  • How you can develop a comprehensive financial plan in less than 15 minutes and why you should always reviewed your financial plan?
 

3.30 – 3.45

Tea break

3.45 – 4.30

Bonus Section

Description:

  • Secret No 1 - How you get interest savings from RM100,000.00 or more from your housing and property loans?
  • Secret No 2 - How you can get rebates up to 25% from your insurance and financial products?
  • Secret No 3 – How you can create Multiple Source of INCOME Now?

 

4.30 –5.00

Closing – Summary and Questions and Answer

Description:

  • This session summarizes all the highlight and issues faced by the participant.
  • Answer any questions pertaining to the course.

BONUS:

  • 12 months FREE membership to AtOneGoFinancial.com myMoneyManager (MMM) to develop financial plan worth RM299.00.
  • Certificate of Attendance.

SIGN UP

Payment to be made to

 

PayPal Account/Email : This e-mail address is being protected from spambots. You need JavaScript enabled to view it

     
 

MaybankAccount : 164847 022274

Account Name : Hong Fan Chong

 

You can also transfer from any MEPS account to our Maybank account.

NOTE: Please send full particulars and email and scanned bank in/ payment slip to This e-mail address is being protected from spambots. You need JavaScript enabled to view it for registration

 

 

News Flash

Our course "Harnessing ICT To Propel Your Financial Planning Practice" have been approved by Financial Planning Association of Malaysia and Securities Commission. The course is a one day course to be held on 24th Sept 2011. For more information, please send email to efp@AtOneGoFinancial.com

 

 

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