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6 Courses

Managing Clients' Investment Expectations in Today's Capital Market
SIDC CPE / HRDF Approved Courses - Online / Offline
Preview Course

SIDC CPE / HRDF Approved Courses - Online / Offline

Managing Clients' Investment Expectations in Today's Capital Market

9th January 2021, 9am to 5.30pm, Microsoft Teams

We’re in the early recovery phase of the cycle following the COVID-19 recession. This implies an extended period of low-inflation, low-interest-rate growth—an environment that usually favours equities over bonds. But after such a rapid rebound, an equity market pullback would not be surprising. Thus, we have invited our Practice Manager, Mr Lieu Ching Foo to do sharing for this workshop.

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  • Billplz
    Sustaining Family Business Through Family Office Model
    SIDC CPE / HRDF Approved Courses - Online / Offline
    Preview Course

    SIDC CPE / HRDF Approved Courses - Online / Offline

    Sustaining Family Business Through Family Office Model

    24th April 2021, 9am to 5.30pm, Zoom Meeting

    Family Office (FO) is a tailor-made services towards high net-worth individual to preserve and protect their family wealth. Family Office also able to provide succession planning in order pass their wealth to the next generation and more generations. Just like the adage goes “Wealth Doesn’t Last for Three (3) Generations”. The objective of Family Office is to break this curse.

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  • Billplz
    How to Protect your Contractual Rights using Effective Contract Management
    SIDC CPE / HRDF Approved Courses - Online / Offline
    Preview Course

    SIDC CPE / HRDF Approved Courses - Online / Offline

    How to Protect your Contractual Rights using Effective Contract Management

    22th May 2021, 9am to 5.30pm, Zoom Meeting

    How to Protect your Contractual Rights using Effective Contract Management

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  • Billplz
    Fundamental Analysis for Share Market
    SIDC CPE / HRDF Approved Courses - Online / Offline
    Preview Course

    SIDC CPE / HRDF Approved Courses - Online / Offline

    Fundamental Analysis for Share Market

    26th June 2021, 9am to 5.30pm, Zoom Meeting
    In making investment decisions, a person who analyzes the facts affecting a company's underlying value. Examples of factors considered by fundamental analysts include debt, cash flow, supply and demand for the company's products, and so forth. For instance, if a company does not have a sufficient supply of products, it will fail. Likewise, demand for the product must remain at a certain level in order for it to be successful. Thus, it is important to do fundamental analysis.

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  • Billplz
    Making Sense of The New Financial Investment Landscape For The Modern Financial Advisor
    SIDC CPE / HRDF Approved Courses - Online / Offline
    Preview Course

    SIDC CPE / HRDF Approved Courses - Online / Offline

    Making Sense of The New Financial Investment Landscape For The Modern Financial Advisor

    24th July 2021, 9am to 5.30pm, Zoom Meeting

    Making Sense of The New Financial Investment Landscape For The Modern Financial Advisor

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  • Billplz
    Building your Successful Business Model through Blue Ocean Strategy
    SIDC CPE / HRDF Approved Courses - Online / Offline
    Preview Course

    SIDC CPE / HRDF Approved Courses - Online / Offline

    Building your Successful Business Model through Blue Ocean Strategy

    21st August 2021, 9am to 5.30pm, Zoom Meeting

    Building your Successful Financial Planning Business through Blue Ocean Strategy  

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  • Billplz