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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
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.
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.