CFP One-Day Trial Class 20260718

Greetings from RBS! 

🔗 Register in advance for this meeting:  https://us02web.zoom.us/meeting/register/yzEf2tijR66gCXrR6VOAJQ

Are you a Certified Financial Planner? Not yet? Take your first step here! 🚀

Join our CFP Trial Class with Mr. Nicholas Chu to discover more about CFP ( Certificate Financial Planner).

🤔 Why Join This Discovery Day?

• Understand what CFP is and why it matters


• Discover the value of professional financial planning


• Learn the basics of the financial planning process


• Explore retirement planning and retirement funding strategies


• Experience how CFP knowledge applies in real client advisory work

📖 What You Will Learn?

• Why CFP? The Value of Professional Financial Planning


• The Malaysian Financial Planning Landscape


• How a Financial Planner Thinks


• Retirement Planning: The Most Important Client Conversation


• Practical Workshop: Build Your Retirement Number

👥 Who Should Attend?

• Insurance agents


• Unit trust consultants


• Bankers


• Financial advisers


• Wealth managers


• Estate planners


• Accountants, tax practitioners and business advisers


• Individuals interested in building a career in financial planning

📅 Seminar Detail:
Date: 18/07/2026 , Saturday
Time: 9:30am - 5:00pm
Language: English
Venue: Zoom (Online)
Speaker: Nicholas Chu (CFP, IEP)

📩 After registering, you will receive a confirmation email with the information needed to join the meeting.

For more information, please contact us on RBS WhatsApp at 012-228 3651 or email us at rbs@rockwills.com.