DESIGNER SOLUTIONS IN FINANCIAL PLANNING & FA-CMSL-FP LICENSING (6 CPD MFPC)
Free Webinar as Covid-19 MOC Social Responsibility Initiative
Date : 9 May 2020 (Saturday), 2:30pm - 4:30pm
Venue : ZOOM Webinar
Zoom Link will be granted to individual registered participants by phone 3 hours prior to Webinar
What could you learn?
• Maturity Level of Financial Services in Malaysia
• What is Designer Solution Advisory?
• Why Designer Solution Advisory?
• How to promote a financial plan construction services
• Method of Fee Collect
• Identify Objective & Concerns of Clients
• Practical Way To Gather Data
• SWOT Analysis of Data Gathered
• Triggering Need For Improvement
• Art in Implementation
• Challenges of Current Tradisional Channel on implementing Holistic Advisory
• Licenses of Full Fledge Financial Adviser Firm
• Requirements of Practice Licenses of Financial Adviser Representative, Capital Market Service Representative Financial Planner License & CUTA Representative.
Speaker Profile :
JOHN CHAN NINYII 陈宁毅
FAR CMSRL BEng RFP SRFP MBA PJM
Chief Executive Officer & Founder of YES Financial Sdn Bhd
2014 & 2018 Ten Outstanding Young Malaysian Award Top 30 Finalist
FMA Remarkable Entrepreneur Award
2016 The 100 Most Influential Young Entrepreneur Award
National EXCO of Association of Financial Adviser Malaysia
MFPC Certified Trainer & Examiner
Rules of Webinar :
Register using your NAME AS IC.
Kindly rename your name to NAME AS IC upon Zoominar Entry.
Video must be on with full participation from begin to end.
Mic must be muted.
Do not scratch the screen.
CPD Hours may not be granted if the participant violates any house rule.
NAME AS IC
NICK NAME (IF ANY)
Mobile Phone Number
Bank / Investment Bank Employee
Insurance Agent / Agency Leader
Unit Trust Consultant / UTC Agency Leader
Accountant / Lawyer
Remisier / Fund Managers
Licensed CMSRL Financial Planners / Approved FA Representative
MFPC (Malaysian Financial Planning Council) Membership
Do you require CPD Hour?
Name of Referral (If you are referred by somebody)
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This form was created inside of YES WEALTH ADVISORY SDN BHD.