Snowball Financial

𝐓𝐡𝐞 𝐔𝐏𝐂𝐎𝐌𝐈𝐍𝐆 𝐑𝐇𝐈𝐍𝐎 𝐄𝐟𝐟𝐞𝐜𝐭 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬
#理财业之灰犀牛 你知多少？

For the past 20 years, the regulatory environment and business model had changed drastically. What would be the major changes in the regulatory environment for the next 10 years and how it would impact your business and/or operating model?
过去的理财事业，20年前20年后，监管环境和商业模式有巨大变化.
哪未来10年会发生些什么重大监管环境的改变?
监管规则的改变, 将改变您的商业和营运模式.

Unlike Black Swan, the GREY RHINO is sizeable and heavy. Many people would probably ignore the Rhino because of its slow and clumsy character. However it might be too late when it actually appears in front of you and hits you. GREY RHINO impact could actually be avoided, but ignorant in recognising it would lead to catastrophic and structural damage.
#灰犀牛 体型很大，所以很多人觉得他笨重缓慢，对他视而不见，但若他靠近时要躲避也难免太迟了. 灰犀牛，本来可以避免，最终却被灰犀牛击垮.
理财业的灰犀牛, 你知多少？

If you want to start a business or continue to excel in the financial management business, do not miss this sharing session !! 若你想在理财事业，从现在到未来二十年, 创业或永续经营, 千万别错过此次分享会， 悄悄预告你未来会发生的事， 你想知道吗？
#灰犀牛, #您的危机, #或商机, #一念之差也!

𝐓𝐡𝐞 𝐔𝐏𝐂𝐎𝐌𝐈𝐍𝐆 𝐑𝐇𝐈𝐍𝐎 𝐄𝐟𝐟𝐞𝐜𝐭 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬
Mar 18, 2023 (Saturday) 02:00 PM @ Zoom

PM to register!

Wishing everyone Happy Chinese New Year! 🧧🌸

May the year of rabbit 🐰 brings you abundance prosperity, happiness and wealth!! 🐇❤️

Be caution! ⚠️

把𝐌𝐃𝐑𝐓的梦想轻易化

#用与众不同的方式、 #用顾问费、 #证劵、 #资本市场服务、 #保险、 #离岸金融，达成真 !!
什么是FA 企业 ?
FA (Financial Adviser) 是一种受到国家银行（Bank Negara Malaysia）认证的专业理财规划师。
一位有执照的理财规划师能利用不同的金融工具来为客户提供全方位的理财规划。
其中包括了信托、遗书、基金、保险、股票、证券、等等不同的金融工具。
利用专业执照来帮您涉及不同的金融区域，提升自己的服务，加深与客户之间的关系
我们将会开放首50位免费报名，先到先得
赶快点击以下链接报名，升级达成真正全方位金融服务的MDRT
https://forms.gle/XnntaTaFeENSwSETA

日期：2022年3月19日（星期六）
时间：下午1 p.m.
地点：Zoom

Make sure do check on your insurance policy for your house loan!

Leaving a burden to your loved ones is the scariest way of leaving a legacy behind! 😵😵

"Your Family Will Have To Pay Your House Debt If You Die" Netizens Warned To Be Aware Of Their House Insurance Policies | TRP Even if they get the insurance, they would still have to pay the remainder of the loan.

𝐓𝐢𝐞𝐝 𝐋𝐢𝐟𝐞 𝐀𝐠𝐞𝐧𝐭 𝐯𝐬 𝐀𝐩𝐩𝐫𝐨𝐯𝐞𝐝 𝐅𝐀

Without Professional License, Medical Doctor could probably be only a Medic Sales Rep. So, do licensing, qualifications & practice standards matters?

Full Service FA obtain regulatory principal licenses
* Approved Financial Adviser & IFA by Bank Negara
* Capital Markets Services Licensed in FP, DSUT & DPRS by Securities Commission
* CUTA & CPRA by Federation of Investment Managers Malaysia
And also the newly introduced Stocks & Unlisted Bond Adviser License Extension.

So, let us 𝗘𝗫𝗣𝗟𝗢𝗥𝗘 𝗖𝗔𝗥𝗘𝗘𝗥 𝗦𝗨𝗖𝗖𝗘𝗦𝗦 𝗧𝗛𝗥𝗨 𝗟𝗜𝗖𝗘𝗡𝗦𝗘𝗗 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗔𝗗𝗩𝗜𝗦𝗘𝗥 & 𝗖𝗔𝗣𝗜𝗧𝗔𝗟 𝗠𝗔𝗥𝗞𝗘𝗧 𝗦𝗘𝗥𝗩𝗜𝗖𝗘 𝗟𝗜𝗖𝗘𝗡𝗦𝗘𝗗 𝗙𝗣 𝗖𝗛𝗔𝗡𝗡𝗘𝗟 #开拓资本市场服务执照财务规划师事业

And also how YES Financial could groom you to achieve your dream. We will be discussing deeper about advisory case study, licensing requirements, detail breakdown on income potential etc.

Join us at Zoom
Sep 28, 2021 (Tuesday), 08:30PM - 10:30PM
By JOHN CHAN NINYII
CEO of YES FINANCIAL SDN BHD

Click on the link to register:
https://forms.gle/fN2ASyrxs38AZR1v7

YES FINANCIAL, your Full Fledged Licensed FA FP CUTA Firm

𝐅𝐈𝐑𝐒𝐓 𝐓𝐖𝐎 𝐏𝐄𝐑𝐒𝐎𝐍 𝐨𝐛𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞 𝐋𝐢𝐜𝐞𝐧𝐬𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐞𝐫 𝐋𝐢𝐜𝐞𝐧𝐬𝐞 𝐕𝐚𝐫𝐢𝐚𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐄𝐱𝐩𝐚𝐧𝐝𝐞𝐝 𝐒𝐜𝐨𝐩𝐞 𝐭𝐨 𝐚𝐝𝐯𝐢𝐜𝐞 𝐨𝐧 𝐄𝐪𝐮𝐢𝐭𝐢𝐞𝐬, 𝐃𝐞𝐛𝐞𝐧𝐭𝐮𝐫𝐞𝐬 𝐨𝐫 𝐖𝐚𝐫𝐫𝐚𝐧𝐭𝐬 𝐋𝐢𝐬𝐭𝐞𝐝 𝐢𝐧 𝐁𝐮𝐫𝐬𝐚 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬.

Well done John Chan & Michele Lee from YES Financial !! We had made a GIANT LEAP & Marking the History in Licensed Financial Planning in Malaysia.

Hard work done by Industry Working Group finally bear fruits. The Financial Planning Industry becoming more interesting. We welcome those who are passionate about Financial Planning Career to join us to provide holistic, non-biased, professional financial plan and advise to public at large.

https://www.sc.com.my/.../licensed-and-registered-persons

𝐅𝐀 𝐂𝐡𝐚𝐧𝐧𝐞𝐥 𝐌𝐃𝐑𝐓 达人𝐋𝐢𝐯𝐞 𝐓𝐚𝐥𝐤

#用与众不同的方式、 #用顾问费、 #证劵、 #资本市场服务、 #保险、 #离岸金融，达成真正全方位金融服务的MDRT !!

什么是FA 企业 ?
Licenses of Full Service Financial Adviser FA 之 7 + 2 张金管执照
* Approved Financial Adviser & IFA (国家银行)
* Capital Markets Services License (FP, DSUT,DPRS)(SC大马证券委员会）
* CUTA & CPRA (Federation Investment Managers Malaysia)
* Stocks & Unlisted Bond Adviser (SC大马证券委员会 & PKMC)

YES Financial Sdn Bhd, Your Full Service FA Firm.

主讲
Jordan Peh
2021 MDRT
FA Director

主持
John Chan
CEO & Certifying Officer

5 June 2021, 9pm Facebook Live
@ page : YES Financial Sdn Bhd

Dear Customers,

𝐘𝐄𝐒 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥, 𝐀 𝐁𝐚𝐧𝐤 𝐍𝐞𝐠𝐚𝐫𝐚 𝐀𝐩𝐩𝐫𝐨𝐯𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐞𝐫 𝐅𝐢𝐫𝐦 & 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐂𝐨𝐦𝐦𝐢𝐬𝐬𝐢𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐋𝐢𝐜𝐞𝐧𝐬𝐞𝐝 𝐅𝐢𝐫𝐦 𝐚𝐫𝐞 𝐚𝐥𝐥𝐨𝐰𝐞𝐝 𝐛𝐲 𝐭𝐡𝐞 𝐚𝐮𝐭𝐡𝐨𝐫𝐢𝐭𝐢𝐞𝐬 𝐭𝐨 𝐨𝐩𝐞𝐫𝐚𝐭𝐞 𝐚𝐬 𝐞𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬.

However, we keep our work force to minimal capacity and abide to strict MCO SOPs. We are here to assist you in Financial Advise and Services undertaken by us.

We implement Non Face To Face Policy, online advisory and remote servicing practice during this moment of pandemic. If you have any concerns or any urgent matters, we are here to help you.

Together we fight Covid-19 Pandemic and make MCO3.0 a success !! Stay home and stay safe!

Stay safe, Malaysian!

Malaysia now has more Covid cases per million people than India Malaysia, a country in Southeast Asia, has been battling a surge in Covid-19 cases while India is experiencing a devastating second wave.

"The only reason to save money is to invest it" by Grant Cardone.

Saving will deplete your money against inflation. Saving of more than your emergency funds is called a lazy asset. A lazy asset is an asset that doesn't earn enough interest to chase up with inflation.

Your money is sitting in the saving account and does nothing while you're working so hard to earn money. Money can work for you by investing. Investing is the key to build wealth.

It's never too late to start your investment!

Wanna know 𝐖𝐇𝐀𝐓 & 𝐇𝐎𝐖 Licensed Financial Adviser & Capital Market Service Licensed Financial Planner channel can help you to be successful in your career?

Join in 𝗘𝗫𝗣𝗟𝗢𝗥𝗘 𝗖𝗔𝗥𝗘𝗘𝗥 𝗦𝗨𝗖𝗖𝗘𝗦𝗦 𝗧𝗛𝗥𝗨 𝗟𝗜𝗖𝗘𝗡𝗦𝗘𝗗 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗔𝗗𝗩𝗜𝗦𝗘𝗥 & 𝗖𝗔𝗣𝗜𝗧𝗔𝗟 𝗠𝗔𝗥𝗞𝗘𝗧 𝗦𝗘𝗥𝗩𝗜𝗖𝗘 𝗟𝗜𝗖𝗘𝗡𝗦𝗘𝗗 𝗙𝗣 𝗖𝗛𝗔𝗡𝗡𝗘𝗟 #开拓资本市场服务执照财务规划师事业

Advisory case study, licensing requirements, income potential etc will be further discuss in here.

Don't miss out. Click on the link to register!
https://forms.gle/NyLMFLKYCUvTZc5KA

YES Financial Sdn Bhd obtained regulatory principal licenses
* Licensed Financial Adviser & IFA by Bank Negara
* Capital Markets Services Licensed in FP, DSUT & DPRS by Securities Commission
* CUTA & CPRA by Federation of Investment Managers Malaysia
Find out more in Zoom
Date: 29th May 2021, Saturday
Time: 2pm - 4pm
By John Chan Ninyii, CEO of YES FINANCIAL SDN BHD