Advanced Financial Mastery Classes

Becoming A Financial Planner With Advanced Skill set

In the fiercely competitive world of finance, only the exceptional stand out from the crowd. Are you ready to be among the elite financial planners who command respect, earn higher fees, and enjoy unparalleled success? It's time to supercharge your career with our Advanced Financial Mastery Class, the ultimate key to unlocking your true potential and achieving extraordinary results.

In today's dynamic financial landscape, ordinary skills are simply not enough. The competition among financial planners and intermediaries is intense, with clients demanding more sophisticated and comprehensive solutions to their complex financial needs. To thrive in this environment, you need a cutting-edge skill set that sets you apart as an industry leader—a financial powerhouse armed with advanced knowledge, unparalleled expertise, and the ability to solve even the most intricate financial puzzles.

Our Advanced Financial Mastery Class is your passport to success. We've meticulously designed this program to equip you with the advanced techniques and strategies that will elevate your financial planning practice to unprecedented heights. Say goodbye to mediocrity and hello to the pinnacle of success.

Picture yourself confidently analyzing complex financial scenarios, delivering innovative investment strategies, and crafting tailored solutions that leave your clients astounded. With our program, you'll delve deep into the intricacies of advanced financial analysis, sophisticated investment techniques, retirement and income planning mastery, intricate estate and legacy planning strategies, business succession tactics, and cutting-edge tax optimization methods. These advanced skills will propel you far beyond your competitors, positioning you as a coveted financial expert in a league of your own.

Not only will our Advanced Financial Mastery Class revolutionize your skills, but it will also open doors to unparalleled opportunities. Imagine attracting high-value clients who recognize the immense value you bring to their financial journey. With your advanced skill set, you'll command the fees you deserve and build a loyal client base that trusts your expertise implicitly. Your career will skyrocket as word spreads about the remarkable results you consistently achieve.

Our program is more than just theoretical knowledge—it's a transformative experience. Led by industry experts who have achieved unparalleled success, our instructors will guide you through engaging discussions, real-world case studies, and practical exercises that will sharpen your skills and ensure immediate application. You'll gain invaluable insights and secrets garnered from their own triumphs, allowing you to fast-track your ascent to the top.

This is your moment to seize the spotlight, to surpass your own limitations, and to embark on a journey toward unrivaled success. Our Advanced Financial Mastery Class is the catalyst you need to transform your career and leave an indelible mark on the financial world.

Are you ready to unlock your true potential as an advanced financial planner? Join us on this exhilarating journey of mastery and make your mark as a trailblazer in the financial industry. Enroll today and experience the life-changing power of advanced financial skills.

Your future awaits—ignite your success now!

List of Programmes

WHY CHOOSE US?

Transforming Financial Professionals, Driving Excellence

Tailored for financial professionals, addressing their unique challenges
Comprehensive skill development in advanced financial topics
Simplified financially complex education, breaking down barriers to advanced financial knowledge
Unparalleled expertise from industry experts
Emphasis on practical application and hands-on learning
Cutting-edge curriculum at the forefront of the financial landscape
Results-driven approach focused on achieving exceptional outcomes
Transformative career impact
Fostering a mindset of innovation and staying ahead of the competition
Networking and collaboration opportunities
Integration of ethical standards and professional conduct

List of Programmes

Asian female office worker explaining to her boss

List of Our
Advanced Financial Mastery Classes

Fundamental Analysis: How to Select and Profit from Stocks with Durable Competitive Advantage Like Warren Buffett

Equips individuals with the skills to conduct comprehensive and insightful fundamental analyses for any company, enabling them to make informed and strategic long-term investment decisions based on these findings.

Fundamental Analysis: How to Select and Profit from Stocks with Durable Competitive Advantage Like Warren Buffett

Do you want to learn how to invest like Warren Buffett, one of the most successful investors of all time? Do you want to discover the secrets of finding stocks with durable competitive advantages that can generate consistent returns for years to come? If so, this course is for you!

In this course, you will learn the fundamentals of stock analysis, from acquiring relevant data and information, to evaluating the industry and competition, to analyzing the financial statements and performance of the company. You will also learn how to detect signs of profit manipulation and bankruptcy risks to avoid investing into dangerous companies. By the end of this course, you will be able to identify and select stocks with strong fundamentals that can withstand market fluctuations and deliver long-term value.

This course is designed for anyone who wants to improve their investing skills and knowledge, whether you are a beginner or an experienced investor. By the end of this course, you will be able to perform a thorough and insightful fundamental analysis of any common company, and use your findings to make sound investment decisions. You will also be able to apply your knowledge and skills to real-world case studies and examples. Moreover, you will be supplied with an exclusive Microsoft Excel template that will make your fundamental analysis even easier to perform.

Don’t miss this opportunity to learn from the best and master the art of fundamental analysis. Enroll now and start your journey to becoming a successful stock investor!

Offered in both Physical Class & Online Class

For both corporate students & individual students

Course Content

Module 1: Acquiring Relevant Data & Information for Fundamental Analysis

Exploring the Three Types of Financial Statements and Best Practices in Data Collection
Identifying Industry Competitors and Methods for Compiling an Exhaustive List of Company Competitors
Extracting Crucial Insights Beyond Financial Statement about the Company and its Industry:
1. From Internal Company Sources
2. From Third-Party Data Sources

Module 2: Industry & Competition Analysis

Introduction to Industry & Competition Analysis
Understanding the Importance of Identifying Attractive Industries
Analyzing Industries for Sustainability:
- Frameworks for Assessing Industry Viability
Competition Analysis for Company Sustainability Within Industry:
- Utilizing Porter's Five Forces Analysis
- Strategic Insights into Market Leadership Types
- Applying BCG's Product Portfolio Matrix
- Conducting Comprehensive SWOT Analysis

Module 3: Financial Statement Analysis

Overview of Financial Statement Analysis
Grasping Basic Accounting Principles
Income Statement Analysis
- Understanding Components of Income Statement
- Seeking Company with Durable Competitive Advantages via Income Statement Analysis
Balance Sheet Analysis
- Understanding Components of Balance Sheet
- Seeking Company with Durable Competitive Advantages via Balance Sheet Analysis
Cash Flow Statement
- Understanding Components of Cash Flow Statement
- Seeking Company with Durable Competitive Advantages via Cash Flow Statement Analysis
DuPont Analysis
- Exploring Return on Equity and Its Implications for Investors
- Assessing the Quality of Return on Equity
Detecting Profit Manipulation Under Financial Statements
- Recognizing Motivations Behind Financial Manipulation
- Understand Common Tactics Used by Companies to Manipulate Their Financial Statements
- Recognizing Indicators of Potential Future Negative Surprises
- Utilizing Statistical Model to Detect Profit Manipulation Under Financial Reporting
Detecting Likelihood of Corporate Bankruptcy
- Utilizing Statistical Models to Predict Financial Distress and Potential Bankruptcy Risks of a Company
Additional Insights & Limitations in Fundamental Analysis
- Exploring Critical Aspects Beyond Financial Statements
- Understanding Limitation of Financial Statement
- Company Fundamental Checklist

Learning Outcome

Identify and compile pertinent data sources for insightful fundamental analysis by employing systematic methodologies
Evaluate the long-term industry sustainability and the competitiveness of the company within the industry.
Understand the fundamental tenets of accounting principles and their influence on financial reporting.
Perform a quantitative analysis of income statement, balance sheet, and cash flow statement to identify a company with durable competitive advantage.
Evaluate the quality of return on equity generated by a company
Assess the probability of profit manipulation and corporate bankruptcy through financial statement analysis
Identify the inherent limitations in financial statements and their impact on stock fundamental analysis.
Identify additional factors beyond financial statements that are essential for comprehension during fundamental analysis.

Course
Fee

Course Name	Duration	Standard Fee	Early Bird	Special Rate
Fundamental Analysis: How to Select and Profit from Stocks with Durable Competitive Advantage Like Warren Buffett	1 Day (9 Hours)	RM 1,500	5% Discount	10% Discount

Early Bird: Register the course 2 weeks weeks before the class starts
Special Rate: For Certified Financial Planner (CFP) or Registered Financial Planner (RFP) Holders only

Enquire

Discounted Cash Flow Valuation: Find the True Value of Stocks and Invest at the Right Price

Empowers individuals to confidently and precisely evaluate the value of any common company or equity, enabling informed and profitable investment decisions founded on investing at the optimal price.

Discounted Cash Flow Valuation: Find the True Value of Stocks and Invest at the Right Price

Do you want to learn how to find the true value of stocks and invest at the right price? Do you want to master the most widely used and respected valuation technique in the financial industry? Do you want to develop the skills and confidence to value common company or equity in any market condition?

If you answered yes to any of these questions, then this course is for you. This course will teach you the fundamentals and applications of discounted cash flow valuation, the gold standard of equity valuation. You will learn how to estimate the future cash flows, discount rate, growth rate, and terminal value of a company or an equity, and how to choose the best valuation model for different scenarios. You will also learn how to integrate the story and the numbers of a business, and balance the qualitative and quantitative aspects of valuation. You will be able to determine the intrinsic value of a company or an equity, and compare it with the market value and analysts’ estimates. You will also learn how to apply the concept of margin of safety to find the optimal stock buying price, and how to identify and monitor the factors that can affect the gap between market value and intrinsic value over time.

This course is designed for anyone who wants to learn or improve their equity valuation skills, whether you are a beginner or an experienced investor, a student or a professional. You will gain practical knowledge and hands-on experience through real-world examples and exercises. By the end of this course, you will be able to confidently and accurately value any company or equity, and make smart and profitable investment decisions.

As a bonus, you will also receive a exclusive Microsoft Excel valuation template that will help you perform valuation faster and easier. You can use this template to apply the concepts and techniques you learned in this course, and customize it to suit your own needs and preferences.

Don’t miss this opportunity to learn the most powerful and versatile valuation technique in the world. Enroll in this course today and discover the true value of stocks and invest at the right price.

Offered in both Physical Class & Online Class

For both corporate students & individual students

Course Content

Module 1: Equity Intrinsic Valuation Principles

Understanding Value
Debunking Misconception About Valuation
Understanding Inherent Assumptions Under Valuation
Recognizing Major Fundamental Valuation Technics
Overview of Discounted Cash Flow Valuation
- Introduction of Firm Valuation & Equity Valuation Approach
- 4 Critical Questions to Answer During Valuation
- Integrating Quantitative and Qualitative Factors During Valuation
- Rule Of Thumbs Under Valuation
- Best Use Cases of Equity Valuation & Firm Valuation
- Applicability And Limitations

Module 2: Getting Valuation Components Right

Discount Rate
- Understanding investment risk
- Categories of Risks in Equity Investment
- Major Contributors to Equity Investment Risk
- Company's Primary Capital Sources & Associated Risk
- General Guidelines for Risk of Capital
- Diverse Levels of Risk and Corresponding Discount Rates
- Precision in Determining Discount Rates for Company & Equity Valuation
  - Cost of Equity
  - Cost of Debt
  - Cost of Preferred Stocks
  - Cost of Capital
Cash Flows
- Appropriate Cash Flows for Company and Equity Valuation
- Tax Rate Selection for Cash Flows: Marginal vs. Effective Tax Rate
- Valuation of Deferred Taxes
- Precision in Establishing Free Cash Flow for Accurate Valuation, examining components and issues:
  - Earnings Before Interest and Taxes (EBIT) and Net Income
  - Adjustment for Marginal Tax to Effective Tax
  - Cash Earnings Separation
  - Normalizing Earnings
  - Reinvestment Evaluation
- Dealing with Positive and Negative Free Cash Flow
Growth Rate
- Fundamental Rules on Growth Rate
- Impact of Leverage on Growth Rate
- Precision in Establishing Growth Rate for Accurate Company & Equity Valuation
- Common Misconceptions about Growth Rate
Terminal Cash Flow
- Understanding the Concept of Valuation Closure during Stable Growth Period
- Key Assumptions in Stable Growth Period
- Terminal Value Determination for Company & Equity Valuation

Module 3: Company Value and Equity Value Calculation

Key Components Under Comprehensive Valuation Framework
1. Numbers
  - Choosing the Appropriate Valuation Model in Diverse Scenarios
    1. FCFF Model
    2. FCFE Model
  - Influence of Macro Environment on Valuation Inputs
  - Impact of Business Life Cycle on Valuation Inputs
2. Story Telling
  - Developing the Company's Valuation Narrative
Process Flow for Deriving Equity Intrinsic Value under
1. FCFF Model
2. FCFE Model
Comparison of Equity Value under FCFF and FCFE Valuation Models
Comparison with Market Analysts' Valuation
Utilizing Margin of Safety to Determine Optimal Stock Buying Price
Framework on Closing the Gap Between Market Value & Intrinsic Value
- Understanding Drivers of the Gap
- Factors Affecting Gap Closure
- Addressing Uncertainty in Gap Closure
Post Valuation Review & Revaluation

Learning Outcome

Explain the principles and assumptions of discounted cash flow valuation and how it differs from other valuation techniques.
Calculate the appropriate discount rate, cash flows, growth rate, and terminal value as valuation inputs for accurate equity valuation.
Choose the best valuation model, free cash flow to the firm (FCFF) or free cash flow to equity (FCFE), for different scenarios, business life cycles, and market environment.
Apply the concept of integrating story and number in valuation, and balance the qualitative and quantitative aspects of a business during valuation.
Determine the intrinsic value of a company or an equity using the FCFF or FCFE model and compare it with the market value and analysts’ estimates.
Apply the concept of margin of safety to determine the optimal stock buying price.
Identify the potential catalysts and feedback mechanisms that can trigger the convergence or divergence of market value and intrinsic value over time, and update and revise the valuation accordingly.
Review and revise the valuation periodically based on new information and changes in the macro environment.

Course
Fee

Couse Name	Duration	Standard Fee	Special Rate	Early Bird
Discounted Cash Flow Valuation: Find the True Value of Stocks and Invest at the Right Price	2 Days (18 Hours)	RM 2,500	10% Discount	5% Discount

Early Bird: Register the course 2 weeks weeks before the class starts
Special Rate: For Certified Financial Planner (CFP) or Registered Financial Planner (RFP) Holders only

Enquire

How to Build and Manage Individual Investment Portfolio Effectively: A Practical Guide for Financial Planners
(with Microsoft Excel)

Empowering financial planners to craft finely-tailored investment portfolios that precisely match their clients' needs, while also adeptly managing these portfolios to bolster long-term investment success

How to Build and Manage Individual Investment Portfolio Effectively:
A Practical Guide for Financial Planners (with Microsoft Excel)

Are you a financial planner who wants to learn how to build and manage individual investment portfolios effectively? Do you want to use Microsoft Excel as a powerful tool to implement and automate your portfolio management process?

If you answered yes to any of these questions, then this course is for you!

This course will teach you how to build and manage individual investment portfolios effectively using a practical and hands-on approach from beginning to end. You will learn how to measure and apply various categories of return and risk, demonstrate the benefits of portfolio management for financial planning, prepare and establish an investment policy statement, analyze and select appropriate asset classes and securities, optimize the asset allocation and portfolio utility, perform stress testing and scenario analysis, measure and compare portfolio performance, communicate and consult with clients, determine the cycle of review, and monitor and update the investment portfolio.

By the end of this course, you will have the knowledge and skills to build and manage individual investment portfolios effectively using our exclusive customizable Microsoft Excel templates. You will also have access to various other templates, examples, and exercises to enhance your learning and practice your skills.

This course is designed for financial planners who want to improve their portfolio management skills and provide better value to their clients. Whether you are a beginner or an experienced practitioner, this course will help you take your portfolio management to the next level.

Don’t miss this opportunity to learn how to build and manage individual investment portfolios effectively using Microsoft Excel. Enroll now and start your journey to becoming a better financial planner!

Offered in both Physical Class & Online Class

For both corporate students & individual students

Course Content

Module 1: Mastering Essential Investment Return & Risk Measurement for Individual Investment Portfolio

Understanding Investment Return & Risk
- Overview of Return & Risk
- 3 Category of Return & Risk
Mastering Investment Return Measurement
- Nominal Return vs. Effective Return
- Holding Period Return & Annualization
- Arithmetic Mean vs. Geometric Mean
- Time-weighted Return vs. Money-weighted Return (without reinvestment & with reinvestment)
- Extended Internal Rate of Return (XIRR)
- Leverage Return
- Real Return
Establishing Investor Return Objectives
- Tax Adjusted Required Return
- Inflation Adjusted After Tax & Cost of Earning (Transaction Cost) Required Return
- Required Compounded Rate of Return
- Multistage Required Return
- Most Stable Target Return
- Most Efficient Target Return
Mastering Investment Risk Measurement
- Core Statistical Concepts
- Variance, Standard Deviation, Skewness, and Kurtosis
- Understanding Probability in Returns
- Value at Risk (VaR) & Conditional VaR
- Excess Return & Tracking Error Assessment
Establishing Investor Risk Objectives
- Minimum Shortfall Risk
- Consistent Performance Target
- Consistent Outperformance Target

Module 2: Overview of Investment Portfolio Management for Individuals

Diversification
- Importance & Benefits in Portfolio Management
Investment Portfolio Management Under Financial Planning
- Main Goals of Investment Portfolio Management
- Importance Of Investment Portfolio Management Across Various Facets Of Financial Planning
Modern Portfolio Theory (MPT) Overview
- Importance of Asset Allocation
- Understanding Investment Portfolios
- Major Asset Class Characteristics
- Balancing Risk & Return in Assets
- Measuring Portfolio Return & Risk
Key Portfolio Performance Metrics Measurement
- Dominance Principle
- Sharpe Ratio
- Jensen's Alpha
- Information Ratio
- Roy's Safety-First Criterion
Ray Dalio’s Holy Grail Strategy Explained

Module 3: Modern Investment Portfolio Construction & Management for Individual Investor

Importance of Asset Allocation for Long Term Investment Success
Comprehensive Portfolio Construction & Management
1. Step 1: Understanding the Investor’s Needs & Constraints
  - Risk tolerance
  - Constraints
  - Return Objective
  - Risk Objective
2. Step 2: Preparing Investment policy statement (IPS)
3. Step 3: Determining Securities Selection Approaches
  - Bottom Up
  - Top Down
4. Step 4: Determining Asset Classes Under Investment Portfolio
  - Learning How Different Asset Classes Are Related To Each Other In A Portfolio
  - Identifying Asset Classes That Can Reduce the Risk of a Portfolio
  - Selecting Appropriate Asset Classes Based on Investment Objectives and Risk Tolerance
5. Step 5: Determining the Choice of Asset Selection
  - Strategic Asset Allocation
  - Tactical Asset Allocation
  - Core-Satellite Asset Allocation
  - Constant Proportion Portfolio Insurance
  - All Weather Portfolio
6. Step 6: Optimizing Asset Allocation
  - Understanding Metrics for Optimized Asset Allocation
  - Mastering 8 Options for Optimized Asset Allocation
  - Assessing the Suitability of Adding New Assets into Existing Investment Portfolio
7. Step 7: Optimizing Portfolio Utility
  - Optimizing Portfolio Utility with Or Without Constraints
  - Understanding the Trade-Offs of Optimizing Portfolio Utility Under Different Constraints
8. Step 8: Stress Testing Investment Portfolio
  - Stress Testing Overview
  - Understanding Different Stress Testing Methodologies & Their Limitations
    1. Historical Scenarios
    2. Hypotheticals
    3. Stylized Scenarios
  - Performing Monte Carlo Simulation
9. Step 9: Portfolio Review & Adjustment
  - Establishing Portfolio Reviewing Metrics
  - Conducting Portfolio Rebalancing
    - Overview of Portfolio Rebalancing
    - Understanding Cost and Benefits of Portfolio Rebalancing
    - Exploring Portfolio Rebalancing Options
    - Performing Portfolio Rebalancing
10. Step 10: Performance Measurement & Reporting
  - Measuring Investment Portfolio Performance
  - Measuring Return Attributed to Active Management
  - Dealing with Surplus
Limitation of Modern Investment Portfolio Management

Learning Outcome

Measure, adjust, and apply various categories of return and risk for investment portfolio management.
Demonstrate the benefits of portfolio management for different aspects of financial planning.
Prepare and establish an investment policy statement that defines the scope, objectives, constraints, and guidelines of the investment portfolio.
Establish investor return and risk objectives based on their financial goals, constraints, and preferences.
Analyze and select appropriate asset classes and securities for the investment portfolio using Modern Portfolio Theory and other related frameworks.
Optimize the asset allocation and portfolio utility using various techniques and tools and assess the trade-offs and limitations involved.
Perform stress testing and scenario analysis on the investment portfolio using Monte Carlo simulation.
Measure and compare portfolio performance using key metrics and indicators and evaluate the return attributed to active management.
Communicate and consult with clients to present and review the investment portfolio and its recommendations, address their feedback and concerns, and make adjustments accordingly.
Determine the appropriate cycle of review for the investment portfolio and evaluate when changes necessitate a investment portfolio review.
Monitor and update the investment portfolio according to the client’s changing circumstances and market conditions and perform portfolio rebalancing when necessary.

Course
Fee

Course Name	Duration	Standard Fee	Early Bird	Special Rate
How to Build and Manage Individual Investment Portfolio Effectively: A Practical Guide for Financial Planners (with Microsoft Excel)	2 Days (18 Hours)	RM 2,850	5% Discount	10% Discount

Early Bird: Register the course 2 weeks weeks before the class starts
Special Rate: For Certified Financial Planner (CFP) or Registered Financial Planner (RFP) Holders only

Enquire

" I was fortunate to be a student of Frederick Ang when he was lecturing for Certified Financial Planning at Disted College, Penang. It was due to his deep knowledge and ability to draw parallels between market forces and the impact on wealth that got me interested to learn more about Financial Planning as a wholistic wealth planning solution. This happened despite my being in a totally different industry and skillset.

Frederick is generous with his knowledge and he strives for his students to think independently and to have an opinion and view on wealth creation, wealth preservation and wealth growth. He present the knowledge in a systematic and effortless manner with simple to understand language and examples. "

Remakantan Ramachandran, Investment Manager

Advanced Financial Mastery Classes

WHY CHOOSE US?

List of Our
Advanced Financial Mastery Classes

Fundamental Analysis: How to Select and Profit from Stocks with Durable Competitive Advantage Like Warren Buffett

Fundamental Analysis: How to Select and Profit from Stocks with Durable Competitive Advantage Like Warren Buffett

Offered in both Physical Class & Online Class

For both corporate students & individual students

Course Content

Registration

Learning Outcome

Course
Fee

Discounted Cash Flow Valuation: Find the True Value of Stocks and Invest at the Right Price

Discounted Cash Flow Valuation: Find the True Value of Stocks and Invest at the Right Price

Offered in both Physical Class & Online Class

For both corporate students & individual students

Course Content

Registration

Learning Outcome

Course
Fee

How to Build and Manage Individual Investment Portfolio Effectively: A Practical Guide for Financial Planners
(with Microsoft Excel)

How to Build and Manage Individual Investment Portfolio Effectively:
A Practical Guide for Financial Planners (with Microsoft Excel)

Offered in both Physical Class & Online Class

For both corporate students & individual students

Course Content

Registration

Learning Outcome

Course
Fee

For more enquires about Advanced Financial Mastery Classes, please feel free to contact us

Wealthgo Plus Sdn Bhd

Advanced Financial Mastery Classes

WHY CHOOSE US?

List of Our Advanced Financial Mastery Classes

Fundamental Analysis: How to Select and Profit from Stocks with Durable Competitive Advantage Like Warren Buffett

Fundamental Analysis: How to Select and Profit from Stocks with Durable Competitive Advantage Like Warren Buffett

Offered in both Physical Class & Online Class For both corporate students & individual students

Discounted Cash Flow Valuation: Find the True Value of Stocks and Invest at the Right Price

Discounted Cash Flow Valuation: Find the True Value of Stocks and Invest at the Right Price

Offered in both Physical Class & Online Class For both corporate students & individual students

How to Build and Manage Individual Investment Portfolio Effectively: A Practical Guide for Financial Planners (with Microsoft Excel)

How to Build and Manage Individual Investment Portfolio Effectively: A Practical Guide for Financial Planners (with Microsoft Excel)

Offered in both Physical Class & Online Class For both corporate students & individual students

For more enquires about Advanced Financial Mastery Classes, please feel free to contact us

Wealthgo Plus Sdn Bhd

List of Our
Advanced Financial Mastery Classes

Offered in both Physical Class & Online Class

For both corporate students & individual students

Offered in both Physical Class & Online Class

For both corporate students & individual students

How to Build and Manage Individual Investment Portfolio Effectively: A Practical Guide for Financial Planners
(with Microsoft Excel)

How to Build and Manage Individual Investment Portfolio Effectively:
A Practical Guide for Financial Planners (with Microsoft Excel)

Offered in both Physical Class & Online Class

For both corporate students & individual students