2016 Money Optimisation Summit

2016 Money Optimisation Summit

An Event Not to be Missed by Any Serious Financial Services Professional

2016 Money Optimisation Summit

brought to you by Whitman Independent Advisors

 

Date         : 30 July 2016 (Saturday)

Time        : 8.30 am to 5 pm

Venue      : Sime Darby Convention Centre

Fees        :RM 210 MFPC/FPAM Member Early Bird / RM 260 Non Member Early Bird**

 

6 CPD points awarded by MFPC,10 CE points awarded by FPAM, 10 CPE approved points awarded by SIDC

 

**Fees include materials, refreshments and lunch.

**Early bird ends on 8th July 2016

 

PROGRAMME HIGHLIGHTS

  • Discover how you can capitalise on your financial planning knowledge and put millions into clients’ pockets
  • Learn about the latest and most innovative approaches to invest your clients’ money
  • Hear from top advisory professionals on how they built sustainable and profitable relationships with their affluent clients
  • Find out how to create a blue ocean for your business and excel in the financial services industry now and in the future
  • Find out how you can start offering fee-for-service advisory in the fastest and smoothest way

 

WHO SHOULD ATTEND

Life insurance agents, unit trust agents, bankers, financial planners, financial advisors, accountants, financial planning qualification lecturers, students and anyone who wants to achieve greater success in the financial services industry

 

SPEAKERS

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Click HERE to register

Alternatively, call Jeamie Lee at 012 390 0048 or email jeamie@whitman.com.my  or call Gregg Parker at 017 683 5468.