10 CPE
points
FPAM MELAKA CHAPTER
FPAM MELAKA CHAPTER is organizing a full day course on
“Tailoring Investment Solutions for Effective Client
Management”
by
Mr. WONG LOKE LIM, CFP
Objective
As wealth managers adapt to global market turmoil, the job of consistently demonstrating risk-weighted long-term
returns for investing clients has taken on greater complexity. Transitioning from outmoded investments, evaluating
new opportunities, and counseling worried clients through this process require greater resources and discipline. This
programme examines factors that influence investor decisions, investment management process, managing client
issues and asset allocation strategies that investors and wealth managers can use in the current economic
environment.
Those who are attending this programme will have the opportunity to obtain a practical understanding of:
- The principles of asset allocation for high net worth investors
- The factors affecting investment decision of investors
- The impact of macro-economics on financial markets for private investors
The process of constructing an strategic investment portfolio and measuring its performance.
WONG LOKE LIM
Wong Loke Lim is the managing director and principal trainer of i-Biz Concept Sdn Bhd. Previously, he was a
general manager at KAF Investment Bank Berhad and in the earlier years of his career, held senior management
positions in finance, internal audit and company secretarial in public listed companies. Through i-Biz Concept Sdn
Bhd, he has been involved in the training and development of financial professionals and private bankers of
leading financial institutions. He is a Certified Financial Planner, a Chartered Accountant and a Fellow of the
Association of Chartered Certified Accountants. He holds a Representative Licence for fund management under
the Capital Market & Services Act 2007 and is a member of the Board of Governors of the Financial Planning
Association of Malaysia and serve as Chairman of Industry Service Committee (ISC).
i-BIZ CONCEPT SDN BHD (“i-Biz Concept”)
i-Biz Concept is a leading content and financial training solution provider, specializing in the areas of investment banking,
wealth management and financial planning. A young and dynamic organization, i-Biz Concept has successfully delivered to many
organisations training programmes and solutions that closely align with their business strategy. The expertise of i-Biz Concept has
helped thousands of individuals achieve their personal and professional outcomes. Business partners of i-Biz Concept include PNB
Investment Institute Sdn Bhd (PNBi), Institut Bank-Bank Malaysia (IBBM), Kaplan Financial (Singapore), Intuition (London) and
Impact Consultancy & Training Pte Ltd (Singapore) and the consultants and trainers of i-Biz Concept have delivered public and inhouse courses in Malaysia as well as major financial cities like Singapore, Hong Kong, Dubai and Shanghai. Among the institutions
that benefited from the expertise of i-Biz Concept are Khazanah Nasional Berhad, Maybank, HSBC, Deutsche Bank, DBS, UOB,
OCBC, Schroders Investment Management, Merrill Lynch, Royal Bank of Scotland/ABN-AMRO and Saxo Capital Market, just to
name a few.
CLOSING DATE & COURSE FEES:
Member
Closing Date
14th August 2009 (Lunch provided)
150
Group of FIVE [5](Lunch provided)
Non-Member
180
150
Date
:
Saturday 15th August 2009
Time
:
9.00 pm – 5.00 pm
Venue
:
FORMOSA HOTEL,
Jln Tengkera, Melaka
*Rates eligibility subject to payment made before closing date*
To Register Call: Ms. HS Lee 012- 612 1369; Carl Wong: 012-3341493;
Nicholas
012-3798819
Inclusive
of Refreshments
& Handouts
or Fax to: Nicholas (06-2865769)
Note : Registration is at 8.30am on 15th August 09’
YES, PLEASE REGISTER ME!
Name
: ______________________________________________ New IC No : ____________________________________
Company : _____________________________________________E mail :
____________________________________
Membership No : ________________ Tel. Mobile :_______________________ Office:______________________________
PAYMENT MODE :
AMOUNT
CASH
CHEQUE NO.
BANK
RM.
*** Cheque payable to “FPAM Melaka Chapter”
Signature : _________________________________