BASICS OF FINANCIAL PLANNING

INTRODUCTION

You believe in planning for yourself financially but hesitate to use a financial planner for fear of being sold lots of products. So you want to do it on your own but do not know where to start. You search for courses, but they are all academic or professional courses that last for months, are examination based and more theoretical rather than practical.

This course intends to give you an overview of the financial planning process and the fundamental concepts for the different components of the process. 

On completion of this course, participant will have the pre-requisite knowledge to attend  Part II of "Financial Planning for Non-Financial Planners" consisting of a selection of 5 modules . <CLICK HERE> for details.

COURSE OUTLINE

• Overview of the financial planning process - why the need to plan and what does it mean?

• Introducing the different areas of your financial life

• The financial planning industry in Singapore and how to avoid being a victim of it

• Basic financial mathematics

• Checking your financial health and creating your personal financial statements

• Putting in place a budgeting process

•  Understanding the real cost of debt
•  Mortgage financing

TRAINER
Christopher Tan is the Chief Executive Officer (CEO) and cofounder of Providend, an Independent Private Wealth Management Firm. He is a Certified Financial Planner® and a member of the Financial Planning Association of Singapore (FPAS). Prior to setting up Providend, Christopher was the Managing Partner of a feebased financial planning firm. With more than a decade of experience in wealth management, Christopher is often quoted in the media such as The Business Times, The Edge, The Straits Times, Channel News Asia, etc, for his expert opinion in financial matters. Chris sits on the advisory board of financial magazine “Q”’. He is also one of the authors for the Singapore Master Financial Planning Guide published by CCH Asia Pte Ltd as well as Estate Planning Made Easy by Sweet & Maxwell Asia.

As a result of his expertise, Christopher has spoken to hundreds of entities, educating them on personal financial planning issues. In particular, he specialises in Retirement Planning issues and Corporate Strategies for Financial Planning and Wealth Management firms. Christopher also lectures on the Certified  Financial Planner® programme with Kaplan Financial. He also lectures on financial planning topics to students from Singapore Polytechnic. Chris is also an internationally sought-after speaker and trainer in countries such as Indonesia, Mauritius and China and in particular, he has spoken to policy makers in Mauritius Financial Services Commission on the strategic issues facing the wealth management industry.

In 2008, Providend was awarded the Singapore Prestige Brand Award (SPPBA), the Promising Brand by the Association of Small and Medium Enterprise (ASME) and LianHe ZaoBao. This award was given in recognition of unique model and successful brand Christopher has built. In 2007, Christopher was a panel speaker for the Asia Health Forum organized by Reader’s Digest and Singapore Medicine. He was the only representative from the financial services sector in Asia and he gave his views on the financial aspects of healthcare in Asia. He was also invited to The Asian Funds Showcase 2007 as a panel speaker. In 2006, Christopher was a nominee for the Spirit of Enterprise Award by Action Community for Entrepreneurs (ACE).In early 2005, Christopher was awarded the First Prize for the Best Financial Advisor of the Year by Asia Financial Planning Journal. He was also a nominee of the Spirit of Enterprise award in 2006. Christopher received his Bachelor of Financial Services degree with Honours from the National University of Ireland. He also holds a Master of Business Administration from University of Warwick.

DURATION:  1 Day

COURSE FEE: S$321.00

For in-house or any enquiries, please call +(65)  65422041 / 96930601 or email info@ovation-marketing.com 

REGISTRATION METHOD : via Online below or   <CLICK HERE> to download registration form via email.  

REGISTRATION FORM

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