FPAM COURSE OUTLINE
(A SIDC CPE-approved course)
Title:
Date:
Venue:
CPE/CE/CPD:
Instructor/s:
Alternative Strategies for Investing in Equities for Financial Planners and
Individual
14 April 2016 / Thursday [Full day]
Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
10 CPE Points / 10 CE Points / 8 CPD Points
Mr. Stanley Loh
Learning Outcome
Participants will be able to:
1.
2.
3.
4.
5.
6.
7.
Apply the basic financial planning concept
Add value to clients investment plan
Manage clients expectation in term of investment horizon and returns
Use Rule of 72 and how to apply Practically
Read Financial Statements from an Investor's Point of View
Apply Value Investing
Use Portfolio Allocation and Portfolio Management
Learning Outline
Time
Function/Paper Title
8:30 - 9:00 am
Registration
Introduction to Financial Planning (FP)
9:00 - 9:30 am
1.
2.
3.
4.
Establishing and defining the client-planner relationship
Gathering client data, including goals
Analysing and evaluating your financial status
Developing and presenting financial planning recommendations and/or
alternatives
5. Implementing the financial planning recommendations
6. Monitoring the financial planning recommendations.
7. 6 steps for Investing
Investing vs Speculation
9:30- 10:15 am
10:15 - 10:45 am
1.
2.
3.
4.
5.
What is Speculation/Definition
Speculation Time Frame
What is Investing
Benjamin Graham(BG) Definition
Investing Time Frame
Coffee break5.5
Investment Return and Time Horizon
10:45 - 12:30 pm
1.
2.
3.
4.
5.
6.
7.
8.
9.
What is your Client's expected return
Simple vs Compounded
Compounding Formula Dissected
Investing Horizon: 2 or 4 or or 16 or 32? Illustrate choice of years
Rule of 72
Exercise on Rule of 72 (9Q)(do:20/explain:10)
What is your Clients' time horizon
Which part of your Clients' money do we look at
How do you get your clients' to have a longer time horizon
Value Investing (VI)
12.30 - 1:00 pm
1:00 - 2:00 pm
1. What is Value Investing: P vs V
2. Strategy for VI
3. VI in the various asset class? Explain 3 asset class
Lunch break
Value Investing (VI)
2:00 - 3:30 pm
3:30 - 3:45 pm
4. VI in Property
5. VI in Mutual Funds
6. VI in Equities
7. What is "Value"
8. 'Financial Value'
Coffee break
Allocation Within Each of the 3 Asset Class: Portfolio
3:45 - 4:45 pm
4:45 - 5:00 pm
1. Allocation: Property
2. Allocation: Mutual Funds
3. Allocation: Equities
4. Portfolio Returns
5. How to Portfolio Manage? Tools.
Q & A Session
Profile of Mr. Stanley Loh,
STANLEY graduated from UK with a BA (Hons) Economics is a Certified Financial Planner (CFP) and a
fellow member of Association of Chartered Certified Accountants (ACCA).
Stanley draws his investing experience from being involved in the financial services industry for the last
30 years both as a commercial Chartered Accountant and as an Independent Licensed Financial Planner
(licensed by Securities Commission).
As an Independent Licensed Financial Planner, Stanley assists his clients to plan, execute, monitor and
achieve their individual financial goals. Stanley believes that value investing plays a crucial role in
becoming financial independent.
CE COURSE REGISTRATION FORM / INVOICE
Title of Course:
Speaker:
Date:
Venue:
Registration:
Time:
Fees:
CE Points (FPAM):
CPE Points (SIDC):
CPD Points (FIMM):
Instructions:
Payment/Invoice:
Enquiries:
Terms:
Alternative Strategies for Investing in Equities for Financial Planners and
Individual
Mr. Stanley Loh
14 April 2016 / Thursday [ full day ]
Dewan Berjaya, Bukit Kiara Equestrian & Country Resort
Jalan Bukit Kiara, Off Jalan Damansara, 60000 Kuala Lumpur
8.30 am – 9.00 am
9.00 am – 5.00 pm
Early Bird Special; RM 296.80 (FPAM Member), RM 424. (Non-members)
Payment by 1st April 2016.
Normal – RM 339.20 (FPAM Member), RM 477 (Non-members)
The fee includes 6% of GST, seminar materials, buffet lunch and refreshments.
Ten ( 10 )
Ten ( 10 )
Eight ( 8 )
Please fill-up this form and fax to +603 7954 9400 or e-mail to
aniza@fpam.org.my by 1st April 2016 for early bird discount.
By cheque: Payable to ‘Financial Planning Association of Malaysia’. Address:
Unit 305, Block A, Phileo Damansara I,
Jalan 16/11, off Jalan Damansara, 46350 Petaling Jaya, Selangor.
By credit card: We will process and charge your credit card upon receipt of this
form. This page serves as our official invoice. No further invoice will be issued.
Send e-mail to aniza@fpam.org.my or call Cik Aniza at +603 7954 9500
Registration is on a first-come-first-served basis. Confirmation is subject to
payment before the course. Walk-in participant/s will be admitted on the basis of
space availability. FPAM reserves the right to amend the program, speaker, date,
venue, etc, without prior notice.
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By cash, please bank into Maybank A/C 5140-7512-8677 and email or fax in bank-in slip
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Early Bird Special – By 1st April 2016
EMAIL: aniza@fpam.org.my / FAX: +603 7954 9400