LSA002: Financial Planning Series – Constructing an Investment Portfolio for Individual

Overview

Course Title: Financial Planning Series – Constructing an Investment Portfolio for Individual

Date: Structured Online Course

Speaker: Dr. Jack Lin

Level: Intermediate

Learning Objectives (LO) (Functional – Client Advisory Level 3)

Upon completion of the course, participants will be able to:

Explain the importance of having a sound investment portfolio
Apply the methods learned to construct an investment portfolio for individual
Determine the right investment instrument for individual investors

Time	Own Pace (Online)
Topics	Definition of Portfolio Ways to build an effective investment portfolio Investment options in Malaysia Investment Risk Choosing right investment for investors
Course Assessment	10 questions

Who is this course for?

CMSRL/ERP License Holder
Public Listed Company Directors
Investment Advisers
Dealer Representatives
Fund Managers
Registered & Licensed Financial Planner
Investment Bank management and Staff
Commercial Bank Management and Staff
Islamic Bank Management and Staff
Public and Industry Related Professionals
Stock Broking firm’s management
Business Owner

Curriculum

4 Sections
3 Lessons
30 Days

Expand all sectionsCollapse all sections

Module 1
In this module, we will explore the definition of "Portfolio" and learn the ways to build an effective investment portfolio.
1
- 1.0
  Lecture Video: Definition of Portfolio & Ways to Build an Effective Investment Portfolio
  60 Minutes
Module 2
In this module, we will explore the investment options in Malaysia.
1
- 2.0
  Lecture Video: Investment Options in Malaysia
  90 Minutes
Module 3
In this module, we will learn what are the risks of investment and how to choose the right investments for investors.
1
- 3.0
  Lecture Video: Investment Risks & Choosing the Right Investments for Investors
  30 Minutes
Final Quiz
1
- 5.0
  LSA002 Quiz
  60 Minutes10 Questions

Instructor

Dr. Jack Lin

Dr. Jack Lin obtained a PhD in Finance from Universiti Tunku Abdul Rahman (UTAR) and a Master’s Degree in Business Administration from Open University Malaysia. He is also a Certified Financial Planner (CFP), Registered Financial Planner (RFP), and Shariah Registered Financial Planner (SRFP).

With over 20 years of experience in banking and finance, particularly in wealth management, Dr. Jack Lin has a strong background in financial planning and investment advisory.

He has taught various finance and financial planning subjects, including financial management, international banking and finance, investment planning, estate planning, retirement planning, and insurance planning at both professional certification levels and undergraduate university programs. He is a certified trainer and examiner for CFP, RFP, and SRFP programs and serves as a Committee Member of the Examination Quality Control Committee (EQCC) at the Malaysian Financial Planning Council (MFPC).

Currently, he is actively conducting CFP classes for Modules 1, 2, 3, and 4, further contributing to the professional development of financial planning practitioners.

RM300.00RM250.00

Course Features

Lectures 3
Quiz 1
Duration 30 days
Skill level Beginner
Language English
Students 1
Certificate Yes
Assessments Self

LSA002: Financial Planning Series – Constructing an Investment Portfolio for Individual

Overview

Curriculum

Curriculum

Instructor

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