Dear Ladies & Gentlemen and MFPC Members, 

You are cordially invited to attend the INVESTMENT MASTERCLASS : Supercharge Your DUE DILIGENCE SKILLS  organised by TSI Wealth Planners to be held as follows :-

Date   :  19th August 2023
Time   :  9.00am – 1.00pm
Venue :  Online Zoom

CPD :  MFPC 4 CPD

Fee : RM79 per participants @ RM129 for combo

Conducted in dual language

Register via Online Registration : https://tsiwealth.onpay.my/order/form/2023augtwpcpd_form_mfpc

TOPICS

1. How to conduct in depth investigation on institution offering investment.
2. How to identify red flags in investment scheme.
3. Practical examples on current investment opportunities that require thorough due diligence.

Expected Outcome

In this program, participants will be exposed to the method of doing due-diligence in evaluating an investment product from the perspective of a professional. These methods include:

* Analysis of the product structure offered

* Analyze the financial statements of the party offering the product

* Background analysis of companies offering investment

* Business and investment analysis offered

Tentative Program

8.30am – 9.00am – Zoom Open

9.00am – 9.15am – Introduction

9.15am – 10.45am – Session 1

10.45am – 11.00am – Coffee Break

11.00am – 12.00pm – Session 2

12.00pm – 12.50pm – Session 3

12.50pm – 1.00pm – Q & A

1.00pm – End Session

Speaker Background

This topic will be presented by MFPC Certified Trainer & Bursa Marketplace Guru, Tuan Alwi Adam 

Alwi Adam is a graduate from the University of Melbourne and has experience as an Engineer in a Fortune 500 Petroleum Company. 

He holds Masters in Business Administration (Finance) from UKM and also Shariah Registered Financial Planner (ShRFP), Certified Financial Planner (CFP) and Islamic Financial Planner (IFP) certificate holder.

With knowledge, experience and personality, he has been invited several times as a panelist on radio and has appeared several times on TV programs such as ‘Bakul Telur Emas’, ‘Malaysia Hari Ini’ and the latest, ‘Cetusan Emas’.

Who should attend this program

* Financial Planner Representative (FPR)

* Financial Adviser Representative (FAR)

* Unit Trust Consultants

* Takaful/ Insurance Consultant

* Marketing Representative (MR)

* Remisier / Dealer Representative

* Estate Planner

* Anyone who wants to learn more about make decision for their investment

Any questions, please email to admin@tsiwealth.com

TSI Wealth Planners

D-20-3A, Menara SuezCap 1,

No.2, Jalan Kerinchi,

Gerbang Kerinchi Lestari,

59200, Kuala Lumpur.

Tel: (603) 2303 1987

HP: +6011 – 5674 5009