24th September, 2019
Organised by:
Supported by:
Managing a smooth and profitable transition to join FA firm
As a leading independent financial advisor in Malaysia, Yap Ming Hui is one of the foremost authorities on holistic wealth management and financial freedom. He is the author of eight best-selling books:

1. You Can't Manage Your Money ... Especially When You're Rich
2. Maximise What You’ve Got … No Matter How Much You Have Now
3. MaxWealth: How To Maximise Your Wealth Beyond Investment Returns
4. Family Office: The Super Rich’s Secret to Wealth Maximisation 
5. Roadmap to Financial Freedom: The Ultimate Guide to Financial Freedom
6. Set Yourself FREE: How to Optimise Your Wealth and Become Wealthy with Minimum Effort and Risk
7. Roadmap to Financial Freedom: Updated Edition with a Free Tool
8.  《稳健致富》: 财务自由路线图引领的致富攻略

Yap Ming Hui is the founder and managing director of Whitman Independent Advisors Sdn Bhd, a leading independent financial advisory firm (RM3.19 Billion asset under advice as at 31st Dec 2018) in Malaysia which specialises in helping clients optimise their money and achieve financial freedom. Whitman is licensed by the Securities Commission and Bank Negara Malaysia.

Yap’s personal advisory clients include some of the major owners of public-listed companies (PLCs) on Bursa Malaysia, CEOs of multi- national corporations (MNCs) and successful small-and-medium enterprise (SME) companies.

In 2008, inspired by a cold call from a single mother seeking independent financial advice, Yap decided to adapt his wealth management solutions to fit the needs of every Malaysian. The solution he created for her, the ‘Roadmap to Financial Freedom’, is showcased in his book, Roadmap to Financial Freedom.

In the past, Yap hosted a regular column in the New Straits Times and in Sin Chew Daily. From 2001 to 2002, he was invited to host a wealth management column from in THE EDGE, Malaysia’s leading weekly business publication. From 2003 to 2004, he hosted a regular column in STAR Bizweek advising high net worth individuals on wealth management issues.


In 2007, Yap was invited to share his expertise as the recurring guest for Financial Biz Buzz on the radio station, Lite FM. From Apr 2010 to Aug 2011, Yap shared financial tips and views on NTV7’s The Breakfast Show. Yap hosted the Financial Freedom Minutes segment on NTV7 every Tuesday morning.

Currently, once a month, Yap contributes to a column in the STAR Bizweek on Saturdays called Money and You. When time permits, he also contributes personal finance book reviews for THE STAR newspaper. Other than the ones mentioned above, Yap’s comments and views continue to be frequently sought by established national print and broadcast media such as BUSINESS TIMES, MALAYSIAN BUSINESS, INVESTORS DIGEST, BLOOMBERG and ASTRO.

When
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24th September, 2019
10:00am to 12:30pm
Whitman Independent Advisors Office
No. 19-2, Block E1, Jalan PJU 1/42, Dataran Prima, 47301 Petaling Jaya, Selangor, Malaysia.
Speaker Profile
Please bank in the payment to 704-112909-9 OCBC Bank (under Whitman Independent Advisors Sdn Bhd) and email the bank slip or transaction record to stevenchang@whitman.com.my within two days after submitting your registration for us to verify and confirm your seat.
For more information about the event, you may contact Steven from Whitman @ 03-7880 8359 or email at stevenchang@whitman.com.my
Venue
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Workshop Fee
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Yap Ming Hui
9.30 - 10.00 am
• Registration and welcome refreshment

10.00 - 10.30am 
• The current challenges in traditional unit trust and life insurance business

10.30 - 11.00am
• The opportunities and threats of starting a career in FA firm

11.00 - 11.45am
• The 5 stages in starting a successful career in FA firm
• A case study on successful transition to join FA firm
• A case study on unsuccessful transition to join FA firm

11.45 - 12.30pm
• The 3 critical success factors in making a smooth transition to join FA firm

12.30pm
• Event ends
Event Agenda
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Learning Objectives 
The business landscape of financial services industry is changing at a fast pace. This workshop enables the participants to identify the key processes and critical success factors in making a smooth transition to join Financial Advisory (FA) firm.

The participants will be able to:
 
• Identify the current challenges in traditional unit trust and life insurance business 
• Identify the opportunities and threats of starting a career in FA firm
• Appreciate the 5 stages in starting a successful career in FA firm
• Appreciate a case study on successful transition to join FA firm 
• Appreciate a case study on unsuccessful transition to join FA firm 
• Recognise the 3 critical success factors in making a smooth transition to join FA firm
Register Here Now!
Founder and Managing Director
Whitman Independent Advisors
RM 50.00/participant