#Sclp conncets

 

EVENING MEETINGS
8.00pm to 10.00pm
(Only open to SCLPers)

 

Financial Competency Programs / Financial Planning Essentials

  • 6th January 2022
    Private Kick Off and SCLP away day
    by Principal Asset Management
  • 20th January 2022
    An introduction to investment concepts using analogies
    by Joyce Chuah
  • 24th February 2022
    The Purpose Driven Investment Concept
    by Lee Mun Wai
  • 17th March 2022
    Creating portfolios that work
    by Grace Chuah
  • 31st March 2022
    An introduction to a career that lasts for decades
    by Joyce Chuah
  • 21st April 2022
    Key Success Factors in Investing
    by Lee Chee Khoon
  • 19th May 2022
    Understanding Time Value of Money Concepts
    by Lee Mun Wai
  • 16th June 2022
    Managing emotions as an investor
    by Grace Chuah

 

CONTACT

(603) 6204 0113
info@successcconcepts.biz

Success meetings

Various Trainers

 

EVENING MEETINGS
8.00pm to 10.00pm
(Only open to SCLPers)

 

  • 13th January 2022
    by May Yap, Lai Peng, Lynda
  • 10th February 2022
    by Lynette, Bee Kheng, Mun Wai
  • 3rd March 2022
    by Chee Khoon, Jennifer, Wai Yee
  • 7th April 2022
    by Grace, Kash, Sally
  • 5th May 2022
    by Kendary, Lonnie, Constance
  • 2nd June 2022
    by Chee Khoon, Wai Meng, Lee Chin

 

CONTACT

(603) 6204 0113
info@successcconcepts.biz

 

 

BASIC PERSONAL FINANCE WORKSHOP

Trainer: Joyce Chuah

Joyce is well known for her financial literacy contributions on print media and BFM 89.9. She is the creator of “Financial Snacks”, the author of “Sweet Returns” and has appeared on NTV7 and TV3 personal finance programs. She has lectured for the CFP program, conducted various Financial Literacy seminars for corporate employees, spoken at numerous forums and trained thousands of financial services practitioners as well as corporate employees over the past 22 years.

CONTACT

(603) 6204 0113
info@successcconcepts.biz

 

Half Day Workshop

OVERVIEW

Getting started is the hardest part of Financial Planning. This workshop is created so that participants can personally discuss their own personal financial plans with an experienced Financial Planner, who can help them prioritize financial goals and discover gaps in their financial lives before time runs out.

At the end of the session, participants can appreciate the value of putting pen to paper and inspire participants to act on their financial plans seriously.

WHAT IS COVERED

Goals of the Program

  1. Introduce the importance of Financial Planning.
  2. Take stock of your current financial life.
  3. Identify key gaps in meeting your financial milestones.

Module 1: Protecting your Finances

  • The concept of income replacement
  • Covering medical bills
  • Long term living benefits
  • Matching risk management needs

Module 2: Key investment Concepts

  • Saving, investing, speculating
  • Understanding risk and returns
  • Managing emotions
  • Owning an efficient portfolio

Post workshop: Putting pen to paper

Personal guidance on participants’ personal finance will be provided on a one on one basis. At the end of the session, participants can appreciate the value of a personal financial guide to tailor their financial roadmap based on their goals and finances.

METHODOLOGY

The key to understanding personal finance is to apply concepts to real life planning scenarios. Hence, participants are required to use their own personal financial data for the sessions to be relevant. Some preparation work is required before the program.

Each module will include:

  • Concept sharing (45 mins) and Q&A (15 mins).
  • Experiential workshop spreadsheets (45 mins).

intermediate personal finance workshop

Trainer: Joyce Chuah

Joyce is well known for her financial literacy contributions on print media and BFM 89.9. She is the creator of “Financial Snacks”, the author of “Sweet Returns” and has appeared on NTV7 and TV3 personal finance programs. She has lectured for the CFP program, conducted various Financial Literacy seminars for corporate employees, spoken at numerous forums and trained thousands of financial services practitioners as well as corporate employees over the past 22 years.

CONTACT

(603) 6204 0113
info@successcconcepts.biz

 

Half Day Workshop

OVERVIEW

Getting started is the hardest part of Financial Planning. This workshop is created so that participants can personally discuss their own personal financial plans with an experienced Financial Planner, who can help them prioritize financial goals and discover gaps in their financial lives before time runs out.

At the end of the session, participants can appreciate the value of putting pen to paper and inspire participants to act on their financial plans seriously.

WHAT IS COVERED

Goals of the Program

  1. Introduce the importance of Financial Planning.
  2. Take stock of your current financial life.
  3. Identify key gaps in meeting your financial milestones.

Module 1: Taking stock of your Present Financial Health

  • Managing your cash flow
  • Understanding your net worth
  • Analyzing your financial health

Module 2: Funding your Major Financial Goals

  • Children’s education
  • Retirement
  • Owning your home

Post workshop: Putting pen to paper

Personal guidance on participants’ personal finance will be provided on a one-on-one basis. At the end of the session, participants can appreciate the value of a personal financial guide to tailor their financial roadmap based on their goals and finances.

METHODOLOGY

The key to understanding personal finance is to apply concepts to real life planning scenarios. Hence, participants are required to use their own personal financial data for the sessions to be relevant. Some preparation work is required before the program.

Each module will include:

  • Concept sharing (45 mins) and Q&A (15 mins).
  • Experiential learning on workshop spreadsheets (45 mins).