The Credit Crisis & You

 

 

 

Wealth Planning

Seminar

     

 

Date: 19 Nov 2008 (Wed)

Time: 7:15pm Admission is FREE

  • The Credit Crisis & You
  • How to safely achieve financial independence
  • The 6-step process towards financial & wealth planning
  • Common mistakes to avoid
  • Investments do’s and don’ts
  • What to look out for in your financial advisor
  • How to join the rapidly growing financial planning & wealth managment industries
  • Professionalism in Financial/Wealth Planning

    Including:
    A Preview of the AFPCM, AWPCM, CFPCM Program & the NEW! CFPCM Accelerated Program

 

About Financial Planning
Personal financial planning is the process of meeting your life goals through the proper management of your finances. The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

Personal financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.                                                                                                                    
                                                                                                                          Article from FPSB

 

Wealth Planning Seminar Registration

Kindly register online or call us at 6533 6121 for reservation of seats

Alternatively, click here to download the Registration Form and fax it to 6533 6802

Name(s): No. of Seats:

Industry Designation: For Self-Enrichment? Yes.

Email:

Mobile: Office: Home:

(Click this button to submit your reservation via email to us.)

 

Get the World’s Most Recognized Financial Planning Designation

CERTIFIED FINANCIAL PLANNERCM (CFPCM)

Associate Wealth PlannerCM (AWPCM

Associate Financial Planner (AFPCM) 

Develop special expertise in insurance, retirement, investments, tax & estate planning

CERTIFIED FINANCIAL PLANNERCM professionals meet competency, ethics and professional practice standards based on an international platform of education, examination, experience and ethics/professional practice requirements (the 4Es). CFP certification standards for each country have been adapted to meet domestic marketplace, regulatory and educational needs. For data on the global growth of CFP Professionals over the past decade, visit Global Growth of CFP Professionals. 

 

Financial Perspectives Pte Ltd
38B Circular Road FP House Singapore 049394

T: 6533 6121 F: 6533 6802 E: enquiries@fp-edu.com URL: www.fp-edu.com

The Market Leader in the AFPCM-AWPCM-CFPCM Certification Programs

CFPCM, CERTIFIED FINANCIAL PLANNERCM, and  are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through agreement with FPSB.