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智慧理财基础知识 (Basics of Smart Money Management)

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想要为未来做好财务上的准备,我们就更需要懂得如何做出明智的决定。快来加入我们的智慧理财基础知识课程,学习实用的理财贴士!本课程还会介绍如何使用公积金数码服务和无现金支付服务,提高人们对诈骗的认识,并分享如何避免成为诈骗受害者的贴士。最后,课程也将重点介绍一些支持退休和医疗保健需求的选定政府计划。

Course Details

Nett Fee after Government subsidy S$18.00

Provider

Singapore Training & Development Association

Email

events@stada.org.sg

Duration

4 hours over 1 session

Contact

8250 0758


Trainer

Mavis Ng

Kay Kerng

Kay Kerng

Mavis Ng

The actual trainer for the course is subject to change.
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Course information is accurate as provided by course provider on 19 September 2024. For more information, please contact the course provider.

Trainer's Profile

Mavis Ng

Mavis在过去10年担任财务顾问,为500多名客户提供服务。Mavis专门从事家庭财务规划以及退休和遗产规划。Mavis是国际教练联合会认证的专业教练,并被认证为高级持续学习表现(Advanced Continuing Learning Performance,ACLP)教练。她在2018年获得保诚服务(Prudential Service Mark)的最高荣誉,该奖项授予了一位表现出卓越客户服务、100%留住客户以及超过50%的重复销售的财务代表。

Kay Kerng

Kay Kerng在金融服务领域服务了28年。他是澳大利亚一家大型财务顾问跨国公司公司的总经理,负责350名财务顾问的培训和分配。他是一名注册财务规划师,目前是金融服务董事。他曾以新加坡童子军协会培训员的身份,向微软、南安普敦大学校友、新加坡警察部队志愿者等不同机构发表演讲,并担任过国家培训总监。他目前是新加坡童军总会院长。

Kay Kerng

Kay Kerng has been serving in the financial services sector for 28 years. He was a General Manager of a large Australian Financial Adviser MNC firm looking after the training and distribution of 350 financial advisers. He is a Certified Financial Planner, and is currently a Financial Services Director. He has given talks to diverse organisations like Microsoft, University of Southampton Alumni, Singapore Police Force etc.He volunteers as a Trainer in the Singapore Scouts Association and was the National Training Commissioner. He is currently President of the Singapore Scout Guild.

Mavis Ng

Having been a Financial Consultant for the past 10 years, Mavis has served more than 500 clients. Mavis specializes in family financial planning as well as retirement and legacy planning. Mavis is a Professional Certified Coach under the International Coaching Federation and certified as an Advanced Continuous Learning Performance (ACLP) trainer. She was awarded the Prudential Service Mark in 2018, the highest accolade awarded to a financial representative who demonstrated excellent customer service, 100% customer retention, and achieved more than 50% repeat sales.

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