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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.
CE Endorsement for UOB Kay Hian Wealth Advisors Sdn. Bhd. in-house training titled Fundamental of Retirement Planning that was held on 25 & 26 July 2024
CE Endorsement for UOB Kay Hian Wealth Advisors Sdn. Bhd. in-house training titled Financial Planning 101 that was held on 29 and 30 January 2024