Jadual Program
Aliran pembelajaran berstruktur untuk penguasaan maksimum.
Day 1 — 13 Jun 2026
Day 2 — 14 Jun 2026
Day 1 · Morning
CORE DIAGNOSTICS & REPORTING
Trainer: Ahmad Zakwan
8.30 – 9.00 am
Pendaftaran
9.00 – 10.00 am
Evaluating Client Objective
Needs Clarification
Setting the Baseline
10.00 – 11.30 am
Objective Analysis
Breakdown of FP Elements
Emergency Fund
Risk & Takaful
Investment
Retirement
Zakat & Tax
Child Education
Debt Strategy
Estate Planning
Analysis Template DIY & Case Study
11.30 am – 12.00 pm
Summary & Action Plan
Resources Analysis
Viability & Feasibility Judgment
Financial Adjustment Alternative
12.00 – 1.00 pm
Reporting Style
Modular, Comprehensive, Simplified
Meeting Phases & Retention Proposal
Practical Session
1.00 – 2.00 pm · REHAT & MAKAN TENGAHARI
Day 2 · Morning
CLIENT ACQUISITION & MARKET POSITIONING
Trainer: Ahmad Zahiruddin
8.30 – 9.00 am
Kehadiran Peserta
9.00 – 10.00 am
Designing Your Marketing Process
8-Box Marketing
Copywriting Style & Practical
10.00 – 11.00 am
Prospect Management
Set Your Flow & Role Play
11.00 am – 12.00 pm
Applying The Art of War on Our Service
Planning, Strategy & Tactical
12.00 – 1.00 pm
Entering The Market & Pricing Strategy
Market Positioning & Pricing Method
1.00 – 2.00 pm · REHAT & MAKAN TENGAHARI
Day 1 · Afternoon
THE SOLUTION ARCHITECT
Trainer: Ahmad Zahiruddin
2.00 – 2.30 pm
Overview of Financial Planning
11 Elements of FP / Role Play
2.30 – 4.00 pm
Wealth Quadrant
Fundamental of Wealth Quadrant
Relation of Financial Ratios & Solutions
Solution Formulation Strategy
4.00 – 5.00 pm
Group Activity
Case Study & Role Play Presentation
Day 2 · Afternoon
AI-POWERED ADVISORY
Trainer: Siraj Fahmi
2.00 – 2.20 pm
Opening & The AI Leverage Matrix
Why AI, why now for financial planners
3 Levels of AI Adoption: User, Configurator, Builder
Ground rules: compliance, confidentiality, FP sign-off
Mapping AI use to the 4-stage FP workflow
Identifying highest-ROI pressure points in daily practice
2.20 – 3.15 pm
Live Build 1: From Calculation to Report
Worked example using Retirement Planning
Turning Excel outputs into a polished FP report
4-part prompt structure: Context, Data, Output Spec, Compliance
Walkthrough of a reusable report-generation template
3.15 – 4.00 pm
Live Build 2: The Firm Methodology Analyst
Setting up a dedicated AI workspace
Loading Malaysian FP context & SC compliance language
Before vs after: generic AI vs configured AI on same case
Starter context file walkthrough
4.00 – 4.30 pm
Beyond Chat: Interactive FP Tools & Q&A
Live demo of an AI-powered FP analysis tool
The progression path: prompts → workspaces → tools → systems
What's actually buildable vs what's hype
Open Q&A
Bahan & Template Utama
Reporting
- Modular Reporting
- Comprehensive Plan
- Simplified Executive Summary
Templates
- Template Kewangan TSI
- Template Analisa DIY
- AI Prompting Scripts
Process
- 8-Box Marketing Flow
- Prospecting Workflow
- Solution Formulation