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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
Preview Course

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

Date : 20th August 2022 / 9 am until 1 pm 

Location : First Floor, Leadership Training Centre 

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  • A Holistic Approach to Investment Planning
    SIDC CPE / HRDF Approved Courses - Online / Offline
    Preview Course

    SIDC CPE / HRDF Approved Courses - Online / Offline

    A Holistic Approach to Investment Planning

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

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  • Financial Coaching – A New Perspective for Financial Industry?
    SIDC CPE / HRDF Approved Courses - Online / Offline
    Preview Course

    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.

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  • 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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  • 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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  • 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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  • 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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  • 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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