Course Title

LSM001: Strategic Financial Planning Mastery: Building Integrated Financial Strategies for Sustainable Client Wealth

Learning Objectives

1. Explain the principles of holistic financial planning by analysing clients' financial positions, objectives, risk profiles and financial capacity. (Module 1)

2. Apply an integrated financial planning framework by aligning cash flow, investment, protection, retirement and estate planning into a comprehensive financial strategy. (Module 2)

3. Evaluate alternative financial strategies using scenario modelling, financial projections and stress testing to improve long-term client outcomes. (Module 3)

4. Recommend resilient financial solutions by identifying key financial risks and developing value-added strategic advisory recommendations for clients. (Module 4)

  

Outline

(Duration: 4 hours 0 minutes)

  • Pre Seminar Assessment

    Duration: 10 Minutes 10 multiple-choice questions

    Speakers

    • Liew Siew Mei

  • Module 1: Holistic Client Financial Assessment

    Duration: 50 Minutes - Principles of professional financial fact-finding - Analysing net worth, cash flow and financial health - Assessing financial goals, priorities and constraints - Evaluating risk tolerance versus risk capacity - Identifying opportunities to improve financial resilience

    Speakers

    • Liew Siew Mei

  • Module 2: Integrated Financial Planning Framework

    Duration: 60 Minutes - Building a holistic financial planning process - Integrating: = Cash flow management = Investment planning = Protection and insurance planning = Retirement planning = Estate and legacy planning - Practical case study on integrated financial planning

    Speakers

    • Liew Siew Mei

  • Module 3: Strategic Financial Scenario Modelling

    Duration: 60 Minutes - Developing financial projections for long-term planning - Applying compounding and wealth accumulation concepts - Retirement income and withdrawal modelling - Stress testing financial plans under different market scenarios - Identifying funding gaps and evaluating strategic alternatives

    Speakers

    • Liew Siew Mei

  • Module 4: Financial Risk Management and Strategic Advisory

    Duration: 45 Minutes - Applying the Three-Risk Framework: = Life Risk = Cash Flow Risk = Financial Risk - Evaluating financial resilience under changing circumstances - Formulating integrated financial recommendations - Establishing review triggers for ongoing financial planning - Enhancing professional advisory value through strategic financial planning

    Speakers

    • Liew Siew Mei

  • Post seminar assessment

    Duration: 15 Minutes 10 multiple-choice questions

    Speakers

    • Liew Siew Mei