Asian family office strategies in wealth and business succession planning are tailored to address the unique cultural, familial, and business dynamics prevalent in the region. These strategies focus on ensuring the seamless transition of wealth and leadership across generations while preserving family legacies and business continuity.
In an era fueled by innovation, financial planners are compelled to embrace cutting-edge technologies to optimize efficiency and provide unmatched value to clients. This course offers a comprehensive exploration of how artificial intelligence (AI) is transforming the landscape of financial planning. Participants will delve into practical applications, from leveraging predictive analytics for market insights to elevating client experiences through personalized recommendations.
Learning outcomes encompass understanding the core principles of supervised, unsupervised, and reinforcement learning, as well as the application of AI in enhancing financial modeling and goal-based planning. Participants will acquire the skills to assess client risk tolerance using AI for tailored investment strategies and explore various tools for AI-driven market analysis and portfolio optimization. The course underscores the critical role of data in financial planning, guiding participants to customize financial plans and investment strategies using AI tools while improving client engagement through personalized recommendations.
Asset prices are commonly believed to react sensitively to economic news. One of the favorite tools for fund managers is the Global Macro Strategy which bases the fund’s holdings primarily on the overall economic and political views of various countries or their macroeconomic principles. Holdings may include long and short positions in various equity, fixed-income, currency, commodities, and futures markets. Retail investors often trade with economic indicators and apply them as their investment strategy that helps to take advantage of past events, trends, and predictions for the future of the financial markets. Many external factors can have an impact on the global markets, including interest rates, inflation, unemployment, and many more. This course discusses the relationship between macroeconomics and the financial markets.
Different asset classes tend to experience good performance at different times. As such, in creating an optimized investment portfolio for our clients, diversification helps offset any poor performance of an asset class with higher returns from another asset class, thus enhancing the consistency of long-term returns.
This course will equip investment advisors and consultants with the necessary skills to develop a comprehensive and diversified investment portfolio by selecting the right combination of unit trust funds for their clients based on individual investors’ risk profiles, market opportunities, and risk management.
Understanding guaranteed income in income insurance plans entails recognising that these plans offer a reliable source of income, typically through regular payments over a specified period of life. This income is often unaffected by market fluctuations, providing financial stability and peace of mind.
Learning Outcome:
By the end of the course, participants will be able to:
- Classify the different kinds of insurance and understand what kind of insurance an individual needs
- Recognise the difference between insurance savings plans and unit trust investment plans
- Explain what Income Insurance Plans are.
- Define the difference between Investment Return and Guaranteed Income.
- Understanding the loan function on the financial calculator
- Explain how loan amortisation works
- Recognise how returns on property investments are calculated
- Discuss what affects property valuation