SIDC CPE / HRDF Approved Courses - Online / Offline

Why Family Wealth Doesn’t Last 3 Generations? How to Adopt 3Ps Family Office Model to Address This Challenge

SIDC CPE / HRDF Approved Courses - Online / Offline

A Holistic Approach to Investment Planning

19th March 2022, Saturday, 9am to 5.30pm via Zoom Meeting.

SIDC CPE / HRDF Approved Courses - Online / Offline

Financial Coaching – A New Perspective for Financial Industry?

22nd January 2022, 9am to 5.30pm via Zoom Meeting.

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.

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.

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

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.

SIDC CPE / HRDF Approved Courses - Online / Offline

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

23rd July 2022, 9am to 5.30pm, Zoom Meeting

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