家庭理财 线上分享会 2023

家庭理财 线上分享会 2023

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家庭理财 线上分享会 2023

主讲人:Priss Yap

日期:2023年1月15日

时间:下午2点

 

主题:家庭理财好 幸福没烦恼

1. 了解自己优缺点

2. 强化优点 修正弱点

3. 轻松分辨‘假理财’

4. 培育良好及正确的理财思维和习惯

5. 打造适合自己的方案且实现目标

 

关于主讲人Priss Yap

大马国行授权的执照理财师 证卷委员会授权的理财师

Priss Yap Biodata

•Senior Financial Adviser Representative of YES Financial Sdn Bhd

•Registered Financial Planner (RFP) by profession

•Licensed Financial Advisor by Bank Negara Malaysia

•Licensed Financial Planner By Securities Commission with Capital Markets Services Representative’s License (CMSRL)

•Awarded International Recognition (MDRT) as Top 1% in financial industry via holistic and non bias practice

•Panelist of National Adviser Conference 2019

•Speaker for financial planning and market outlook for total 200 audiences in 2020 and 2021

•Speaker at university UM initiated by Malaysian Financial Planning Council

•Awarded outstanding performance in dealing financial planning since 2019

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