Courses

Loan Training  

Loan Training

This training introduces participants to a variety of loan subjects, such as the difference between and the impact of Base Lending Rate (BLR) and Base Rate (BR), classification of loans, interest rate and installment calculation, CCRIS statement analysis, financial health assessment, and more. Participants will also acquire skills in identifying the documents required to evaluate the creditworthiness of an entity.
 
RM 99.00 Sign Up Now  
 
Saving and Investment Training  

Savings and Investment Training

This training exposes participants to the types of accessible savings and investment channels under a well-structured and regulated environment in Malaysia. Participants will learn to assess an individual’s financial goals, retirement needs, and risk appetite. Ultimately, participants will be capable of identifying the most well-suited instrument to enhance one’s savings and investment returns.
 
RM 99.00 Sign Up Now  
 
Risk Management Training  

Risk Management Training

This training conveys the importance of the implementation of risk management on various entities, be it an individual or a business. Participants will be taught the techniques to identify and analyze potential loss exposures, and appropriately propose solutions to manage and minimize the financial impact of losses.
 
RM 99.00 Sign Up Now  
 
Legacy Training  

Legacy Planning Training

This training comprises of the financial strategy and various tools utilized in identifying and preserving, to bequeathing a person’s wealth and assets, and it could be in the form of a house to the money in bank and Employee Provident Fund accounts.
 
This training also involves business succession arrangements to assist business owners to plan a smooth transition and eventually minimize the adverse impact of their departure on the business.
 
RM 129.00 Sign Up Now  
 
Chris  
Chris Ton 01/ 03
 
I am a finance major and I have always wanted to specialize in financial planning. I came across Smart Freesia’s online advertisement by chance and after obtaining more details I enrolled myself in their program, and that was the best decision I ever made. Smart Freesia has greatly assisted me in attaining my CFP certification by making things easier with their dedicated teaching and guidance. Thanks to Smart Freesia to give a wonderful opportunity. 
Kaylyn  
Kaylyn Eng 02/ 03
 
When I decided to change my career path from engineering to the financial industry, I was introduced to Smart Freesia by a friend of mine. I signed up for their financial planning courses and further pursued my CFP certification. I was exposed to a broad range of practical financial planning knowledge which is not only applicable to my new career but also to my own life. Now I am entering my 4th year in my financial career, and thanks to Smart Freesia I am able to excel even when I used to be in a very different industry.
Heng Leng  
Lee Heng Leng 03/ 03
 
As a practicing scientist in the field of research, I was unfamiliar but at the same time intrigued by financial planning information. I gained a theoretical and practical understanding of financial planning through Smart Freesia and it significantly helped me in developing and managing my own financial goals and plans. With very practical teaching techniques, I am able to pick up relevant knowledge without much difficulty.