How To Construct Your Own Financial Planning

How To Construct Your Own Financial Planning webinar is suitable for:

Young Adults - who wish to start right in the 1st place

Young Family - who realises life is for his family and kid.

Matured Family - who wish to build generational wealth

Smart Investor - who is surveying for a Financial Planner and wanted to get to know him intimately before starting to hire him

Choose your desired date to fit your schedule as below. We have 4 cohorts for you to choose from. Each cohort will consist of 25 seats only throughout 2024. You'll learn 2 hours of valuable lessons on each of the dates. Here is the schedule for cohorts 1 and 2.

Cohort 1: 5th Feb, 4th March, 15th April, 6th May, 4th June and 1st July.

Cohort 2: 19th February, 5th March, 16 April, 7th May, 5th June and 2nd July.

Here are the other dates for cohorts 3 and 4. Make up your time and select which dates suit your schedule very well. You will have 1 lesson per month.

Cohort 3: 29th July, 26th Aug, 23rd Sept, 28th Oct, 25th Nov and 23 Dec.

Cohort 4: 30th July, 27th August, 24th September, 29th October, 26th November and 24 December.

There are 7 lessons that you are going to learn. The first one is about the Islamic Wealth Cycle. You will learn about financial planning from an Islamic perspective in-depth and at great length. Among the topics that we are going to cover are:

• Retirement planning from the Islamic point of view such as dalil from Al-Quran, hadith, individual lifecycle and lifestyle etc.

As for Behavioural Finance, the most critical factor that will determine your success in financial planning will be covered in detail too. The topic covered such as:

• Human behaviour towards money, risk and rewards such as financial numeracy, long-term investment, biases, social status, product knowledge etc.

This is where this webinar edition differs from the basic one that we did in 2023 apart from Behavioural Finance. We will deep dive to guide the audience on how to manage their financial affairs religiously through Cashflow & Networth.

• The most fundamental aspect here is the income and equity ownership across social demographics. 

Protection is the most important part of your financial planning. This section will provide financial security to your wealth. The area that we are going to cover in depth is:

• Protection is needed to protect your liabilities, assets, and family and unlock your estate planning.

Favourite part of the audience! Saving and Investment. Most of us tend to skip above mentioned topic and straight away jump to this part. We will educate what is the best thing to do to achieve your goals. Such as:

• Make sure that you are not burdened with your current investment strategy to secure your future and enjoy your life.
  
  

Currently (2021), only 14.38% of individuals are contributing to tax. The figure is so small for nation-building as most of us do not understand about tax planning. So, we will cover Tax and Zakat planning:

• The benefit of paying yourself first via tax & zakat planning and at the same time how to calculate yours.
  

Now we have come to the last part. Estate planning. To leave your family a legacy. This is very important so that you will enrich your family members via estate planning and give them chances to contribute back to society. Particularly through zakat, waqf, sadaqah etc.

• We will explore tools how to unfroze RM 105 billion worth of assets in Malaysia which is owned 90% by Bumiputera

The objective of the webinar

To introduce the definition of financial planning in detail. Complete with lengthy calculation. So that the audience may apply for themselves in the comfort of their home. At the same time providing a proper, holistic and exhaustive list of planning involved in the financial planning world. The webinar aims to increase financial literacy among Malaysians.

The outcome of the webinar:

Upon attending this webinar, the participant is expected to have a very broad and in depth knowledge about the financial planning world. At the same time may apply all the knowledge immediately. Besides, participants may know about the licensed products in the market and regulated activity. Ultimately, becoming a Smart Consumer for themself!

Feedback from Financial Planning Webinar Basic (2023)