Date: 9th January 2021

Course Outline: 

  1. Overview Clients’ Investment Needs and Objectives
  2. Matching Client’s Investment Needs and Objectives by Using Suitable Products
  3. Finalizing and justifying the investment proposal
  4. Service level for Investment Services


Participants will be able to:
1. Analyze clients investment needs and objectives.
2. Identify client's investment risk tolerance.
3. Determine clients preferred service level based on clients investing needs, risk tolerance and fee affordability.


CF Lieu is a licensed financial advisor with CC Advisory. He has obtained Certified Financial Planner (CFP) in 2013, with FPAM Merit Award. Besides, he had conducted virtual educational trainings on Real Estate Investment Trust (REIT) investment since 2013. Additionally, CF Lieu had written numerous articles in REIT investment and financial planning, which have been published in Money Compass magazine and Since 2018, he started to run a personal finance YouTube channel 'CF Lieu'. Until now, he has obtained over 9,000 subscribers & 500,000 and above views.

Terms & Conditions

1. Registration is on first-come-first-served basis.
2. Participants need to sit in for both sessions in order to accumulate the points.
3. Confirmation is subject to payment before the workshop.