Personal Financial Planning Complete Course

Training Date: Aug / Sep / Oct

  • August 4, 11, 18, 25

  • September 7, 14, 21, 28

  • October 5, 12, 19, 26

Choose ONE month

*

Training Time: 9a.m. – 5.30p.m.

Course objectives

The course will provide an overview of the personal finance field. It is suitable for those who want to increase their financial literacy for their general well being.

Targeted industry/industries for the courses

Manufacturing, consumers and any other industries.

Target Group (by designation)

  • Executives

  • Non-Finance Managers

  • Project/Technical Managers

  • Anyone who needs to know more about personal finance

Analyzing Graphs

Course outline

Module 1: Personal Financial Planning Process

•    Personal financial planning process
•    The time value of money
•    Calculation of Returns
•    Loan Repayment & Amortization
•    Personal financial statement analysis

Module 3: Taxation

•    Income Tax Concept
   - Features of the Malaysian Tax System
   - Direct vs. Indirect Tax Structures
   - etc

•    Income Tax Planning
   - Need and importance of tax planning  
   - Tax avoidance and tax evasion  
   - etc

Module 2: Insurance

•    The Concept of Risk
•    The Management of Risk
•    The Insurance Industry
•    Types of Insurance Cover

Module 4: Investment

•    Concepts of Investment
   - Objectives and rewards of investing, etc

•    Primary Investment
   - Overview of equity market, etc

•    Managed Investments
   - Unit trusts, etc

Module 5: Retirement Planning & Estate Planning

•    The Retirement Planning Process
   - Estimate the amount of income                     needed during retirement     
   - Estimate the capital needs for retirement
   - etc

•    The Estate Planning Process
   - Definition of estate planning
   - Role of an estate planner  
   - etc

Colleagues Going Over Plans

Methodology

This program will be presented via interactive lecture and practical hands-on activities.
•    4 Days with 7.5 hours per day
•    Time 09:00 - 17:30
•    HRDF SBL Claimable
•    Certificate of Attendance available

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All our courses are HRDF-certified