Personal Development > Smart Retirement Plan

Smart Retirement Plan

Course Objectives

Manage the way to build an optimum and strategic retirement plan so that they could take more strategic controls of their financial situation.
Learn the proper action to control their financial risks such as in the event of a disaster or crisis in life such as risk of health which cause the medical expenses as well as other emergencies.
Identify way to manage liabilities or expenses and to optimize the return on their investments, thus having continuous income over the remaining required period upon retirement.
Manage a proper succession plan for the remaining total wealth that they probably left during the retirement through proper estate planning.

Target Audience

Non-financial professions above 35 years

Methodology

Lecture, Accele-rated learning, Group discussion, Live-simulation, Gami-fication, e-Apps & eMedia

Course Modules

MODULE 1: MANAGING NETWORTH
MODULE 2: RISK MANAGEMENT
MODULE 3: OPTIMISING RETIREMENT PLAN
MODULE 4: FULFILLING ZAKAT & INCOME TAX
MODULE 5: ESTATE PLANNING

Get To Know The Trainer

Nurin graduated in BSc of Actuarial Science (Hons) from Universiti Kebangsaan Malaysia with vast experience mainly in Banking & Finance and Human Resources Management. She is also holding a Capital Markets Services Representative’s License (CMSRL) from Securities Commissions Malaysia and a Licensed Financial Planner under CIMB-Principal Asset Management Bhd. Obtained her certification under MoHR for HRDC Certified Trainer.