How To Achieve Financial Freedom

Planing for financial success
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What does an IPP Financial Advisor do?

A Financial Advisor does not replace your lawyer, accountant or anyone else with whom you have a professional relationship. Instead, he or she works with them and coordinates the planning process.

The IPP Financial Advisor studies your investment needs and can either implement investment programs or coordinate efforts with your broker to ensure you have the advantage of the best vehicles to meet your goals.
Read more about IPP Financial Advisors...

Make your career as an IPP Financial Advisor Now!

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PAST EVENTS AT IPP
( View Latest Events )

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Event RETIREMENT PLANNING & YOU
Date 29th Sept 2004
(Wednesday)
Time 6.30 PM - 7.30 PM
Venue IPP Advisors Sdn Bhd
5-7, 5th Floor, Wisma UOA II
21, Jalan Pinang 50450
Organized By IPP Wealth Planners
(CLOSED)

Event EDUCATION FUND PLANNING
Date 30th Sept 2004
(Thursday)
Time 6.30 PM - 7.30 PM
Venue IPP Advisors Sdn Bhd
5-7, 5th Floor, Wisma UOA II
21, Jalan Pinang 50450
Organized By IPP Wealth Planners
(CLOSED)

Event ESTATE PLANNING & YOU
Date 5th October 2004
(Tuesday)
Time 6.30 PM - 7.30 PM
Venue IPP Advisors Sdn Bhd
5-7, 5th Floor, Wisma UOA II
21, Jalan Pinang 50450
Organized By IPP Wealth Planners
(CLOSED)

Event CREATING WEALTH IN THE NEW ECONOMY
Date 6th March 2004
(Saturday)
Time 10.00 AM -1.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker
  • Mr. Wee Tiong Howe
  • Mr. Albert Lam
Fees Fees specially for guests of millionnaire summit
(CLOSED)

Event ESTATE PLANNING & BUSINESS SUCCESSION
Date 21st February 2004
(Saturday)
Time 10.00 AM -1.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker
  • Robert Cheah Booy
  • James Cheong
  • Bernard Scott
Fees - EARLY BIRD (1st 3 wks) RM 100.00
Fees - within 4th week & walk-ins RM 150.00
(CLOSED)

Event FINANCIAL ADVISOR COMPETENT COURSE
Date 3rd March 2004
(Wednesday)
4th March 2004
(Thursday)
5th March 2004
(Friday)
Time 9.00 AM - 6.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker
  • Mr. Wee Tiong Howe
  • Mr. James Cheong
  • Mr. Jeffery Zain
  • Mr. C.T. Lim
Fees - EARLY BIRD (1st 3 wks) RM 2000.00
Fees - within 4th week & walk-ins RM 3000.00
(CLOSED)

Event CAREER IN FINANCIAL PLANNING
Date 6th March 2004
(Saturday)
Time 2.30 PM - 5.30 PM /
7.00 PM -10.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00
Fees - within 4th week & walk-ins RM 150.00
* Offer 1st 50 registered participants FOC!
(CLOSED)

Event ESTATE AND FAMILY INHERITANCE PLANNING
Date To Be Advised
Time To Be Advised
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00
Fees - within 4th week & walk-ins RM 150.00
(CLOSED)

Event ISLAMIC WILL & ESTATE PLANNING
Date To Be Advised
Time To Be Advised
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00
Fees - within 4th week & walk-ins RM 150.00
(CLOSED)

Event BUSINESS SUCCESSION PLANNING
Date 20th September 2003
Time 11.00 AM - 1.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00 (CLOSED)
Fees - within 4th week & walk-ins RM 150.00 (CLOSED)

Event BUILDING A SUCCESSFUL FINANCIAL PLANNING BUSINESS
Date 9th October 2003 (Thursday)
Time 7.00 PM - 10.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00 (CLOSED)
Fees - within 4th week & walk-ins RM 150.00 (CLOSED)

Event WEALTH ACCUMULATION & RETIREMENT FUNDING
Date 18th October 2003 (Saturday)
Time 10.00 AM - 1.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00 (CLOSED)
Fees - within 4th week & walk-ins RM 150.00 (CLOSED)

Event FINANCIAL PLANNING CAREER WITH A GLOBAL PLATFORM
Date 21st October 2003 (Tuesday)
Time 7.00 PM - 10.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00 (CLOSED)
Fees - within 4th week & walk-ins RM 150.00 (CLOSED)

Event SHOCKPROOF INVESTMENT PLANNING
Date 22nd October 2003 (Wednesday)
Time 7.00 PM - 10.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker Mr. Albert Lam & Mr Wee Tiong Howe
Fees - EARLY BIRD (1st 3 wks) RM 100.00 (CLOSED)
Fees - within 4th week & walk-ins RM 150.00 (CLOSED)

Event FINANCIAL PLANNING CAREER WITH A GLOBAL PLATFORM
Date 23rd October 2003 (Thursday)
Time 7.00 PM - 10.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00 (CLOSED)
Fees - within 4th week & walk-ins RM 150.00 (CLOSED)

Event PLANNING FOR FINANCIAL INDEPENDENCE
Date 15th November 2003 (Saturday)
Time 10.00 AM - 1.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00 (CLOSED)
Fees - within 4th week & walk-ins RM 150.00 (CLOSED)

Event ISLAMIC FINANCIAL & ESTATE PLANNING
Date 17th January 2004
(Saturday)
Time 10.00 AM - 1.00 PM
Venue Bankers Club
Amoda Building,
Pent House,
22, Jln Imbi 55100 Kuala Lumpur,Malaysia
Organized By IPP Wealth Planners
Guest Speaker To Be Advised
Fees - EARLY BIRD (1st 3 wks) RM 100.00 (CLOSED)
Fees - within 4th week & walk-ins RM 150.00 (CLOSED)

Event IPP Entrepreneur Program
Date 5th, 6th, 19th, 20th Nov 2004
Time 9.00 AM - 5.00 PM
Venue IPP Advisors Sdn Bhd
5-7, 5th Floor, Wisma UOA II
21, Jalan Pinang 50450
Organized By IPP Wealth Planners
(CLOSED)

Event IPP Entrepreneur Programme
Date 24/01/05, 05/02/05, 12/02/05, 19/02/05 & 26/02/05
Time 9.00 AM - 6.00 PM
Venue IPP Advisors Sdn Bhd
5-7, 5th Floor, Wisma UOA II
21, Jalan Pinang 50450
Organized By IPP Wealth Planners
(CLOSED)

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View Latest Events
 

Make your career as an IPP Financial Advisor Now!


Six steps in financial planning process

1. Establish a Client-Planner Relationship
 
2. Client Data Gathering and Defining Goals & Objectives
 
3. Analysis of Current Financial Plan
 
4. Development of Comprehensive Financial Plan
 
5. Implementation & Execution
 
6. Periodic Review & Update
 

How to get started!

 
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