Seminar & Courses on Comprehensive Financial Planning

EVENT
DATE:
TIME: 9:00 AM - 5:00 PM
VENUE:
FEE:

RM500 - 1 hour
RM2000 - half day
RM3500 - 1 day
RM 7000 - 2 days
courses per group

REGISTRATION
To register please contact:

Nor Azmi Omar

HP: 012-655 6250

Email: norazmi88@yahoo.com

Web: www.smartplanner.my

Office Address:
Smart Planner Biz Services
No. 18A, Jalan 7/1C,
Seksyen 7, Bandar Baru Bangi
Selangor

SPEAKER

NOR AZMI OMAR, CFP
Certified Financial Planner
SC Capital Market License:
CMSL-I/A0016/2008

COMPREHENSIVE FINANCIAL PLANNING SEMINARS
INTRODUCTION

Smart Planner Biz Services is a Malaysian based financial planning company duly licensed by Security
Commission of Malaysia to provide Financial Advisory and Financial Planning Solutions to the
Government Agencies, Private Companies, Co-operatives, Corporate and Individual clients. The company
is focusing on Professional Advisory, Consultations on Financial Planning, Financial Management and
Selection of Financial Products to cater to clients financial needs.

We provide consultations and advisory services on Cash Flow Management/Debt Settlement, Risk
Management/ Takaful Protection, Investment Portfolio, Retirement Planning, Children Education Planning,
Wealth Distribution/Wasiat and Zakat/Tax Planning.

The company has successfully conducted Seminars and Courses on Comprehensive Financial Planning
at various institutions and places such as MARA, JPA, Politeknik Kota Kinabalu, Perbadanan Putrajaya,
MECD, Kausar Corporation, UIAM, open seminar at Putrajaya, Bdr Baru Bangi & other places.
OBJECTIVES

The main objective of the course is to educate the participants on the important of Comprehensive
Financial Planning and how they can achieve their short term, medium term and long term financial
objective.

This course will cover the concept, product, services & instruments that can be use in personal financial
planning. The participant will get a lot of ideas and technique on the effective way of managing and
planning their personal finance.

The objectives
1. To educate the participants on Basic of Financial Planning
2. To educate individuals on the effective ways of cash flow management and debt settlement.
3. To increase individuals' awareness of the importance of risk management and Takaful protection.
4. To ensure that individuals realize the importance of wealth accumulation and portfolio investment.
5. To create awareness on the retirement and children education plan
6. To create awareness on Wealth Distribution & Administration of Estate - Faraid, Will, Matrimonial, Waqf
7. To educate individuals on Basic Tax and Zakat Plan
FINANCIAL SERVICES & CONSULTATIONS

1. Cash Flow Management and Debt Settlement
- Cash Flow Management, Personal Financial Analysis, Debt Settlement, Restructuring, Monthly/Yearly
Budgeting, Implementation & Monitoring of Clients Income and Expenses.

2. Risk Management & Takaful Protection Plan
- Risk Management Analysis, Income Replacement, Total Permanent Disability Coverage, Critical Illness,
Accidental Indemnity, Surgery, Medical Card using Takaful Protection Plan
- Takaful Group Protection Plan, Directors and Key-Man Protection, General Takaful Professional
Indemnity, Fire, Theft, Personal Accident, Motor, Marine, All Risk & others.

3. Investment Portfolio & Wealth Accumulations
- Regular Investment Plan, EPF Scheme, equity, bond, balanced portfolio for medium & long term plan
- Gold Investment, Properties & others
- Retirement Plan & Children Education Plan

4. Wealth Distribution & Business Succession Planning
- Wealth Distribution according to Islamic Law, Wasiat, Faraid, Hibah, Matrimonial Assets, Trusts & Waqf
- Business Succession Planning for Company, Shareholders or Company Directors for the Rights on
Shares and Compensation to their heirs upon Death or Total Permanent Disability

5. Seminars on Comprehensive Financial Planning
- Organizing Seminars & Courses on Comprehensive Financial Planning to the staff of companies,
organizations & also to the public. The main objective of the program is to educate the participants on the
effective way to implement a Comprehensive Financial Planning & Personal Financial Management.
TARGET AUDIENCE

All General Managers, Senior Managers, Managers and Executives