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The workshop aims to empower participants with fundamental knowledge and skills related to (the recent major changes in Malaysian taxation), enabling them to make informed financial decisions and enhance their overall financial well-being.
In the past, most of the financial planners needed one skill to be “successful”, which is the ability to sell, and get clients and will be solely compensated by commissions, if the planner unable to keep finding new prospective clients to sell to soonest or later the income will quickly go to zero. However, as the need by the consumer has shifted, the key abilities are technical competency to give the right advice, and empathy skills to form and deepen the client relationship and the sales and business development will then comes later.
The tactics for building generational wealth within Asian Heritage involve a combination of disciplined saving, strategic investing, entrepreneurship and a strong emphasis on family values and support.
This course equips you with the essential skills and knowledge needed to perform comprehensive retirement planning using Microsoft Excel. Through a combination of theoretical understanding and practical application, you will learn how to utilize Excel’s powerful tools to create realistic retirement assumptions, estimate expenses, assess funding needs, and develop strategies to address potential shortfalls.
By the end of the course, you will be proficient in leveraging Excel for data analysis, scenario planning, and visual representation to effectively plan for your retirement.