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How to Financially Plan & Invest for Your Future

Training Program

  • Date: June 23 - 24, 2018
  • Time: 8:30 - 16:30
  • Lunch: 12:00 - 13:30
Deadline of registration: June 19, 2018


If you are interested, please fill our enrolment form and send to info@acleda-aib.edu.kh

What is covered in the 2-day practical course?

  • Understanding how the Environment impacts the Individual & Family;
  • Investment Planning and issues on Risk versus Returns;
  • Time-Value-of-Money calculations to quantify Financial Planning projections;
  • Risk Management and the importance of Insurance Planning;
  • Education Planning for Individual and Family;
  • Why every working Individual needs to understand Tax Planning;
  • Retirement Planning and why Individuals must plan for their retirement;
  • Estate Planning and why it is necessary to plan for Asset Distribution; and
  • Hands-on Case Analyses to better understand Comprehensive Financial Planning.

What are the benefits of attending this 2-day 'Hands-On' practical course?

  • For Professionals and Practitioners in the Financial Services Industry (such as Bankers, Accountants, & Life Insurance practitioners)
    You will learn how to assess the comprehensive financial needs of your clients.
  • For Business owners, Company Executives & Human Resources
    You will learn about the comprehensive needs of your staff and the individuals of your work force.
  • For Finance & Business lecturers and students
    You will learn the process of Comprehensive Financial Planning

Training Fee

  • USD 170 per participant.
  • This fee includes training materials, refreshments, lunch and certificate.

Training Venue

Tonle Bassac II Restaurant
015 600 185 / 015 600 410 / 010 300 879


Mr. Roland M.S.Lee

This Workshop is exclusively taught by Mr. Roland M.S.Lee, Managing Director (Roland Lee Consultancy Sdn Bhd), a Chartered Financial Consultant and a well-regarded Senior Lecturer for the CFP (Certified Financial Planner Certification), the RFP (Registered Financial Planner Certification) & the ChFC (Chartered Financial Consultant Certification).

He is a part-time lecturer and had taught many professionals and practitioners in the Financial System of Malaysia including members of the Institute of Bankers Malaysia, the Malaysian Institute of Insurance, and corporations like Maybank, AIA, Great Eastern Life, RHB Bank, Am Bank, Hong Leong Assurance, Prudential Assurance, Allianz Life, HwangDBS, Kenanga and OSK-UOB Unit Trust.

Mr. Lee also teaches Investment courses which includes titles such as 'Asset Allocation, Security Selection, & Market Timing', 'Balancing Risk & Return', 'Trading Stocks & Options in the Stock Market', and 'Use of Technical Analysis'.

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