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Risk Management in personal financial planning involves identifying, assessing, and mitigating potential financial risks to safeguard one’s financial well-being. This includes understanding and managing risk related to income fluctuations, market volatility, unexpected expenses, medical and other unforeseen events. By proactively addressing potential risks, individuals can enhance financial resilience and achieve their long-term financial goals.
This course is tailored for CFPs who aspire to master estate planning with an innovative, integrated approach. In a world where the financial and legal landscapes are rapidly changing, this course breaks new ground by moving beyond conventional planning tools such as wills and trusts, proposing an integrated strategy that addresses the multifaceted needs of clients’ personal and business assets. This unique educational offering merges in-depth theoretical insights with practical, real-life case studies, to empower participants with hands-on experience, making the abstract principles of integrated estate planning tangible and actionable.
Aimed at CFPs who are committed to advancing their expertise or shifting their practice to embrace a more sophisticated, all-encompassing approach to estate planning, this course not only promises to transform your understanding and application of estate planning principles but also positions you as a leader in implementing integrated strategies that ensure the protection, preservation, and perpetuation of wealth across generations. By choosing to enroll, you are taking a step towards differentiating your practice through a comprehensive approach that harmonizes legal, financial, and personal considerations into a unified estate planning strategy. Embark on this revolutionary journey with Sifu Lee, and redefine the boundaries of estate planning to secure your clients’ legacies more effectively and with enduring impact.
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.
Elevate Your Greatness: Unleashing Potential for Success is a motivational mantra emphasizing the journey towards personal professional excellence. It encourages individuals to aspire to higher achievements and to unlock their full capabilities. By embracing this mindset, once can overcome obstacles, strive for continual improvement and ultimately reach their desired level of success.
China’s reopening story fizzled out with the Hang Seng Index slipping into bear market and the Chinese yuan fell to its lowest level in 16 years in August 2023 with the second largest economy in the world facing a deep real estate crisis threatening the possibility of a systematic risk happening. To make things worse, not only growth is stalling, consumer prices are also falling and the youth unemployment has risen so much that the Chinese government decided to stop publishing this data.
Globally, core inflation remains stubbornly high in many parts of the world and is one of the key economic data hurting global growth and with China slowing down, is there going to be a global recession in 2024?
In 1974, Saudi Arabia priced its oil exclusively in US dollars in exchange for security guarantees from the United States. This petro-link is one of the pillars on which the US dollar rests as the world’s primary reserve currency today. During the 2023 World Economic Forum in Davos, Saudi Arabia’s Finance Minister, Mohammed Al-Jadaan, stunned reporters when he expressed that the oil-rich nation was open to trading in currencies beside the U.S. dollar for the first time in 48 years. Is this the beginning of de-dollarisation?
This course will analyse key global economic data and the consequences of a global economic slowdown on various countries and asset class besides analysing the possibility of de-dollarisation.
Successful unit trust investment hinges on strategic decisions. Diversification is the key to spreading investments across various assets to mitigate risks. Aligning investments with your risk tolerance and regularly monitoring fund performance ensures adaptability.
The outlined learning outcomes address key necessities in financial education. They enable participants to conduct in-depth financial analyses through ratio analysis, ensuring a comprehensive understanding of liquidity, profitability, and solvency. With a focus on debt management, learners gain insights into different debt types, optimal levels, and effective strategies, promoting financial stability while leveraging debt for growth. The integration of these skills equips participants to make well-informed decisions that align with organizational objectives, balancing risk and return. Additionally, the program emphasizes proactive risk assessment and mitigation, effective communication of financial insights, and a continuous improvement mindset, ensuring participants stay ahead of industry changes and contribute to sustained organizational success.
It is important to review budget changes yearly. While tax is an imposition by the government, there are always possibilities to arrange your tax affairs in such a way as to attract the least amount of tax. This one-day program will highlight the recent budget amendments and also provide a platform to discuss tax planning ideas that will contribute immensely to wealth maximization. Taxation pervades the four pillars of financial planning – wealth accumulation, protection, preservation, and distribution. Every financial service professional should be adept at taxation, both the law and the planning opportunities.