This will be a 2 hours* informational session that will benefit your financial & wealth planning process as well as what to look out for in terms of family & child education planning:

• Learn the 10 Golden Rules to Financial Planning
• The 6-step process in Financial & Wealth Planning
• What to look out for in your financial advisor
• Preview on the AFPcm, AWPcm & Certified Financial PlannerTM - CFP® Certification 

It includes important guidelines to grow and maximize your wealth, how to achieve financial independence and interesting reviews on the financial planning & wealth industries.

Light beverages will be provided for all attendees.

*Attendees are entitled to 2 LIA-CPD approved hours

Seminar Speaker
Mr Daniel Tan

CFP®,MBA