SIDC-CPE APPROVED COURSES

CC Advisory provides customized SIDC-CPE Approved Online Courses by Securities Industry Development Corporation (SIDC). Our course is related to the market demand and carefully selected and hosted by experienced speaker who are well established in the respective field.

our speakers

Lieu Ching Foo

Cerified Financial Planner

CF Lieu is a licensed financial advisor with CC Advisory. He started to run his own youtube channel since 2018. Until now, he has obtained over 10,000 subscribers & 500,000 and above views.

Ng Chee Yong

Executive Director of CC Advisory

Mr. Ng is Cheng & Co’s Head of Financial Planning. He specialized in Business Succession Planning, Family Office, Family Government & Constitution, Retirement Planning and Wealth Preservation. 

Eva

Wong Yuen Hwa

Certified Financial Planner

She is a CMSRL and FAR holder. She is an active property, shares and unit trust investors with more than 10 years practical experience in the investment field. She is specializing in investment planning.

UPCOMING EVENTS

Contract management is the process of managing contract creation, execution, and analysis to maximize operational and financial performance at an organization, all while reducing financial risk.  Effective contract management can ultimately create a powerful business relationship and pave the road to greater profitability over the long term, but only when managed correctly.

As a licensed financial planner, contract management to businesses is very important. This is because that poor contract management can lead to disputes which subsequently affect the financial situation and reputation of a company. Want to know more on how to protect your contractual rights using effective contract management? Join us to know more now!

PAST EVENTS

Family Office (FO) is a tailor-made services towards high net-worth individual to preserve and protect their family wealth. Family Office also able to provide succession planning in order pass their wealth to the next generation and more generations. Just like the adage goes “Wealth Doesn’t Last for Three (3) Generations”. The objective of Family Office is to break this curse. 

PAST EVENTS

We’re in the early recovery phase of the cycle following the COVID-19 recession. This implies an extended period of low-inflation, low-interest-rate growth—an environment that usually favours equities over bonds. But after such a rapid rebound, an equity market pullback would not be surprising. We have invited our Practice Manager, Mr Lieu Ching Foo to do sharing for this workshop.