On course for success

Microlearning Financial Planning Practitioners’ Programme (FPPP) Module 7: Unit Trusts

Programme Overview

This microlearning Financial Planning Practitioner Programme (FPPP) aims to provide participants with the understanding of some modules in the FPPP.

This is a one-day course where each of the topic will be discussed in length so as to enhance the participants’ understanding of the topic.

Who Should Attend

Individuals who wishes to enhance their understanding of the FPPP module and be better prepared for the FPPP Theory exam.

Programme Objectives

By the end of this programme, participants will be able to:

  • Enhance their understanding of the topic; and
  • Better prepare for the FPPP Theory exam.

    Programme Outline

    Explain what Unit Trust is and the parties involved in Unit Trusts
    Explain the difference between closed-ended fund and open-ended fund
    List the major type of Unit Trusts and to rank them in terms of risk
    Understand the common investment strategies of Unit Trust
    Calculate savings needs

    Programme Delivery

    Date Time
    29 November 2022

    8:30 AM – 12:00 PM
    1:30 PM – 5:00 PM

    Your Investment

    Package Stakeholder Non Stakeholder
    Normal Price $ 300.00 $ 400.00


    Download Brochure Here
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