YES Financial Berhad

𝗤𝘂𝗲𝘀𝘁 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗗𝗮𝘆 𝟮𝟬𝟮𝟰! 🌟

"Entrepreneurship and Capital Markets" by Adjunct Prof John Chan — a topic that stir up entrepreneurship belief among the undergraduates and how it could be correlated with Capital Markets at large.

YES Financial Berhad also thrilled to be an industry exhibitor.
Looking forward to engaging with students, educators, and industry professionals to spark new ideas and collaborations!

𝐀𝐃𝐉𝐔𝐍𝐂𝐓 𝐏𝐑𝐎𝐅𝐄𝐒𝐒𝐎𝐑 𝐀𝐏𝐏𝐎𝐈𝐍𝐓𝐌𝐄𝐍𝐓 𝐛𝐲 𝐐𝐮𝐞𝐬𝐭 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐔𝐧𝐢𝐯𝐞𝐫𝐬𝐢𝐭𝐲

We are deeply honoured and grateful to Quest International University for appointing JOHN CHAN NINYII (CEO, YES Financial Berhad) as an Adjunct Professor in the Faculty of Business and Management.

This recognition by the University Senate is a significant milestone and we are excited to contribute to the academic community.

Thank you for this incredible opportunity to collaborate with talented students and faculty members.

𝐘𝐄𝐒 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐀𝐐𝐔𝐈𝐋𝐀 𝐀𝐖𝐀𝐑𝐃 𝐍𝐈𝐆𝐇𝐓 𝟐𝟎𝟐𝟒
Where Brilliance Meets Prestige
@ The Gardens

Congratulations to all the award recipients. Your contributions inspire us to reach new heights as a Bank Negara Approved Financial Adviser and a Capital Markets Services Licensed Financial Planning Firm. Together, we look forward to rocking the financial advisory industry, being game-changer and a leader in the financial planning field.

Advertisement Page by Vol2/2024, Industry Magazine by Malaysian Financial Planning Council.

Investors Trust is the global brand representing the ITA Group of companies. ITA Group is an international group of insurance companies and subsidiaries in multiple jurisdictions around the world which aims to supply investors with access to the global markets through an array of unit-link investment products.

ITA International Holdings is the ultimate parent company of Investors Trust Assurance SPC based out of the Cayman Islands, ITA International Insurer, a Puerto Rico based and licensed company, both rated “A-” by AM Best, and ITA Asia Limited, a Labuan-licensed company based in Malaysia.

Welcome David Knight, Head of Distribution Asia Pacific & his team for visitation to YES Financial Penang Office.

新山JB 加盟商机分享会
𝐄𝐥𝐞𝐯𝐚𝐭𝐢𝐧𝐠 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐖𝐢𝐭𝐡 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐓𝐫𝐮𝐬𝐭𝐞𝐞𝐬𝐡𝐢𝐩

We are expanding rapidly.
We need you.
Explore in coffee talk on
‘𝐇𝐨𝐰 𝐭𝐨 𝐞𝐥𝐞𝐯𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐰𝐢𝐭𝐡 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐓𝐫𝐮𝐬𝐭𝐞𝐞𝐬𝐡𝐢𝐩’
You will learn about business model combining
~ Bank Negara Approved Financial Adviser
~ Securities Commission Capital Markets Services Licensed Financial Planning
~ Estate Planning & Private Trusteeship

Loft Cafe by V, Taman Impian Emas, Skudai JB
19 Aug Mon, 6pm

Speaker:
John Chan Ninyii
FAR CMSRL BEng RFP ShRFP MBA PJM
CEO, YES Financial Berhad

Speaker Profile

President, Association of Financial Advisers (AFA) Malaysia
Adjunct Professor Quest International University
University Malaysia Terengganu Business, Economics & Social Development Faculty FP Advisory Council
Malaysian Financial Planning Council RFP Lecturer & Examiner
Prominent Public Figure in Financial Services
President, Agape Counselling Penang

𝐄𝐥𝐞𝐯𝐚𝐭𝐢𝐧𝐠 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐖𝐢𝐭𝐡 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐓𝐫𝐮𝐬𝐭𝐞𝐞𝐬𝐡𝐢𝐩
加盟商机分享会

We are expanding rapidly.
We need you.
Explore in coffee talk on
‘𝐇𝐨𝐰 𝐭𝐨 𝐞𝐥𝐞𝐯𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐰𝐢𝐭𝐡 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐓𝐫𝐮𝐬𝐭𝐞𝐞𝐬𝐡𝐢𝐩’
You will learn about business model combining
~ Bank Negara Approved Financial Adviser
~ Securities Commission Capital Markets Services Licensed Financial Planning
~ Estate Planning & Private Trusteeship

Starbucks Nexus, Bangsar
16 Aug Friday 7:30pm

Loft Cafe by V, Taman Impian Emas, Skudai JB
19 Aug Mon, 6pm

Speaker:
John Chan Ninyii
FAR CMSRL BEng RFP ShRFP MBA PJM
CEO, YES Financial Berhad

Speaker Profile

President, Association of Financial Advisers (AFA) Malaysia
Adjunct Professor Quest International University
University Malaysia Terengganu Business, Economics & Social Development Faculty FP Advisory Council
Malaysian Financial Planning Council RFP Lecturer & Examiner
Prominent Public Figure in Financial Services
President, Agape Counselling Penang

𝐘𝐄𝐒 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐀𝐐𝐔𝐈𝐋𝐀 𝐀𝐖𝐀𝐑𝐃 𝐍𝐈𝐆𝐇𝐓 𝟐𝟎𝟐𝟒
Where Brilliance Meets Prestige
@ The Gardens

Congratulations to all the award recipients. Your contributions inspire us to reach new heights as a Bank Negara Approved Financial Adviser and a Capital Markets Services Licensed Financial Planning Firm. Together, we look forward to rocking the financial advisory industry, being game-changer and a leader in the financial planning field.

Advertisement Page by Vol2/2024, Industry Magazine by Malaysian Financial Planning Council.

Investment Checker
Check us inside SC Licensing link.
https://www.sc.com.my/investment-checker

https://youtu.be/EkCaPb6VNC0?si=THK-8ZBMWrL0fEfa

𝐀𝐅𝐀 𝟏𝟑𝐭𝐡 𝐀𝐧𝐧𝐮𝐚𝐥 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 @ 𝐒𝐚𝐬𝐚𝐧𝐚 𝐊𝐢𝐣𝐚𝐧𝐠, 𝐁𝐚𝐧𝐤 𝐍𝐞𝐠𝐚𝐫𝐚

Extraordinary opportunity to elevate your financial advisory career!

* Ignite your peak performance with insights from Ong Shu Yi, a renowned and charismatic Ted speaker, certified NLP trainer, and master coach, often compared to Tony Robbins.

* Gain practical ideas from Aaron Tan, one of Singapore's top financial advisors with multiple TOT qualifying records.
* Learn the secrets to building and maintaining exceptional client relationships from Foo Biao Da, a leading FA Leader from Finexis Advisory, Singapore's largest independently-owned FA firm. Biao Da has built a mega FA practice group with a very high percentage of MDRT qualifiers, including himself.

Stay updated on essential financial planning matters and discover how digital assets can complement your financial strategies.

Don't miss out on this chance to learn from industry leaders and transform your practice!

PM & Secure your seats now !!

Largest Investment Conference in Malaysia with Bursa Exchange, over 20 Fund Houses & FSP @ Phillip Investment Conference!

It's an incredible opportunity to engage with industry leaders and visionaries, and we're feeling incredibly positive about the growth of the Malaysian Capital Market and Foreign Direct Investment.

In this multi-polar world, we're also optimistic about the potential of global equities. Together, we can navigate these dynamic times and seize new opportunities for growth and prosperity.

Stay tuned for more updates and insights from the conference!

Phillip Investment Conference 2024

We are glad to have Bursa Malaysia as Exchange Partner, with support of many Fund Management Companies and Financial Service Providers

Together in this photo are
Datuk Muhamad Umar, CEO Bursa Malaysia,
Mohd Saleem Kader Bakas, Director Bursa Derivatives,
Andy Lim, Group MD Phillip Capital Malaysia
Alfred Loke, Director Phillip Capital,
Mohd Fadzli, CEO Phillip Mutual
Ang Kok Heng, CIO Phillip Capital &
John Chan, President AFA cm CEO YES Financial Bhd

YES Financial Berhad We are Financial Advisers Firm and Islamic Financial Advisers Firm licensed by Bank Negara Malaysia

It's a privilege to share insights and experiences with such an esteemed audience, and I'm excited to contribute to discussions that shape the future of financial planning. Thank you to UUM for this wonderful opportunity!

& CSR SUMBANGAN KUPON MAKANAN B40, SEFP UUM

Thx to Vice Chancellor of UUM, Prof. Dato Dr. Mohd F**d Sakdan, Prof Madya Dr Bakti, Dean SEFB, Tuan Sani Ayub, Vice President MFPC, Ms Chung, Director of MFPC, Dr Wilson, Senior Lecture UUM & Charles MFPC Penang Chair for arrangement.

Well done to Nurul Shafiqah, FAR of YES Financial cm Alumni & Past President of FABS UUM for insightful sharing on her journey as Licensed Financial Planner, from intern to a wife & mum.

Feeling incredibly honored and grateful to be invited as the keynote speaker at the University Utara Malaysia Financial Planning Symposium. 🎉

It's a privilege to share insights and experiences with such an esteemed audience, and I'm excited to contribute to discussions that shape the future of financial planning. Thank you to UUM for this wonderful opportunity!

Looking forward to connecting with fellow professionals and students who are passionate about financial growth and resilience. Let's make this symposium a memorable and impactful event! 🌟

Corporate Client Solution Award - Allianz

We are thrilled to celebrate outstanding performance in our Corporate Client Solution business, achieved in collaboration with the C-Suite of Allianz Malaysia throughout 2023.

Thanks to the contributions of our FARs who make this happen.

STEP Conference 2024

Society of Trust and Estate Practitioners (STEP) is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.

Association of Financial Advisers Malaysia as supporting association. Together with us are industry experts from multiple jurisdiction

Together in the picture are Puan Farah Depa, Chairman of STEP Malaysia, Mr Azhar Iskandar Hew, Vice Chair, Dr Ricardo Wheatley
Director / Asia-Pacific Representative (Government of British Virgin Islands) & STEP Malaysia Officers.

Thank you Malaysian Financial Planning Council for presenting

‘𝐌𝐅𝐏𝐂 𝐄𝐗𝐂𝐄𝐋𝐋𝐄𝐍𝐂𝐄 𝐈𝐍 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐏𝐋𝐀𝐍𝐍𝐈𝐍𝐆 𝐀𝐃𝐕𝐀𝐍𝐂𝐄𝐌𝐄𝐍𝐓 𝐀𝐖𝐀𝐑𝐃’

𝐭𝐨 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐞𝐫𝐬

for invaluable and unwavering support to MFPC for
the 20 years Journey.

@ World Trade Center, KL
@ MFPC 20th Anniversary Luncheon & 11th MFPC Conference on Shariah Wealth Management & Financial Planning

Guest of Honour
Dr Norhana Endut, Assistance Governor Bank Negara
“20th MFPC Anniversary Luncheon”

YES FINANCIAL INTERNSHIP CAMP
Supported by CMDF
It had been a privilege for us to have a muhibbah set up in our 4 months internship program with UPSI, UUM & IIUM undergraduates.
Kudos, we hope that they could excel well in life & achieve their dreams as drawn in their dream-board.

FM “医药卡”保费通胀问题，几乎每一家保险公司的医药卡都逐年起价，一些人的保费涨幅甚至高达高达20至300%以上，尤其是对于年长者而言，这一问题更加突出, 让消费者大喊吃不消！
没能力应付调高的保费，断保是否成了唯一的选择？到底为什么保费一再起价？想要保费不涨价，真的可以吗？
𝐌𝐞𝐝𝐢𝐜𝐚𝐥 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐑𝐞𝐩𝐫𝐢𝐜𝐢𝐧𝐠 is indeed a worrying concern for medical insurance policyholders, especially recently, with repriced premiums potentially increasing by as much as 300% depending on individuals in some cases over a short period, particularly for those of senior age.

快收听「理财怎么办」听听理财规划师 白健丰怎么说！
嘉宾：白健丰（理财规划师）
主持人: Fish真怡 & 幸惜

#医疗保险 #医药卡

Listen to a subject matter interview with Jordan Peh, Practice Associate Director & Licensed Financial Planner at YES Financial, on 𝐑𝐚𝐝𝐢𝐨 𝐂𝐢𝐭𝐲𝐏𝐥𝐮𝐬 𝐅𝐌.

CityPlus FM 链接Link 在留言区

https://fb.watch/rvuINCItOT/

YES Financial Berhad We are Financial Advisers Firm and Islamic Financial Advisers Firm licensed by Bank Negara Malaysia

𝐌𝐞𝐝𝐢𝐜𝐚𝐥 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐑𝐞𝐩𝐫𝐢𝐜𝐢𝐧𝐠 is indeed a worrying concern for medical insurance policyholders, especially recently, with repriced premiums potentially increasing by as much as 300% depending on individuals in some cases over a short period, particularly for those of senior age.

Listen to a subject matter interview with Jordan Peh, Practice Associate Director & Licensed Financial Planner at YES Financial, on 𝐑𝐚𝐝𝐢𝐨 𝐂𝐢𝐭𝐲𝐏𝐥𝐮𝐬 𝐅𝐌 at 6pm on April 17, 2024.

医疗保费起价，确实是医疗保险投保人的一个令人担忧的问题，特别是最近，保费起价在某些情况下可能会根据个人情况增加高达300%，尤其是对于年长者而言，这一问题更加突出。

请于2024年4月17日下午6点收听YES Financial的副总监兼持牌财务规划师Jordan Peh在 𝐑𝐚𝐝𝐢𝐨 𝐂𝐢𝐭𝐲𝐏𝐥𝐮𝐬 𝐅𝐌的主题专访。

𝐀𝐒𝐄𝐀𝐍 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐄𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞 & 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟒

Dive into the future of finance with us! We explored the intersection of the metaverse and digital finance, envisioning a new era of smart contracts, NFTs, and more. Will we see virtual branches replacing physical ones? How might customer interactions evolve? Let's envision the future together.

𝐀𝐒𝐄𝐀𝐍 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐄𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞 & 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟒

As the President of the Association of Financial Advisers Malaysia, it is an honor to be featured at the ASEAN Financial Services Excellence & Transformation Summit 2024 as we delve into the Intersection of Metaverse and Digital Finance. Let's reimagine the future of finance in the age of the METAVERSE & NFTs.

The Metaverse's blockchain technology extends beyond immersive experiences and personal avatars, offering diverse applications for the insurance industry. Tokenized and NFT-based contracts provide enhanced security against fraudulent activities compared to traditional digitized contracts.

CityPlus FM 谈讨论精明规划收入与支出，以及设计财务规划书的重要性

周四早上 8 点播出
CityPlus FM Live broadcast on Thursday, 04 Apr at 8AM

Flynn Chee
#国家银行认证执照理财顾问
#大马证券委员会资本市场服务执照财务规划师

KUALA LUMPUR (March 25): The Securities Commission (SC) said it has begun to investigate unlisted companies and entities offering cash trust products and flagged concerns of potential violations of capital market laws.
The SC has observed “certain possible adverse conduct” by unlisted companies that typically offer preference shares and entities offering cash trust products, the regulator said in its Annual Report 2023 released on Monday. A review suggests possible breaches of the laws, including offering shares without registering a prospectus with the SC, it noted.

SC probing firms offering cash trusts, flags concerns of possible law breaches The Securities Commission (SC) said it has begun to investigate unlisted companies and entities offering cash trust products and flagged concerns of potential violations of capital market laws.

Congratulations to Jordan Peh on his recent participation in the MFPC e-workshop "Retirement Planning". He shines like a diamond, embodying the spirit of excellence at YES Financial to benefit the public at large for better financial literacy!🔥💎

𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐢𝐧 𝐌𝐚𝐥𝐚𝐲𝐬𝐢𝐚
𝐏𝐚𝐬𝐭, 𝐏𝐫𝐞𝐬𝐞𝐧𝐭 & 𝐅𝐮𝐭𝐮𝐫𝐞

SC New Book Launching

By
our ROYAL HIGHNESS SULTAN NAZRIN MUIZZUDDIN SHAH
IBNI
ALMARHUM SULTAN AZLAN MUHIBBUDDIN SHAH
AL-MAGHFUR-LAH
SULTAN OF PERAK DARUL RIDZUAN
The Royal Patron for Malaysia's Islamic Finance Initiative as Guest of Honour.

In the picture are
SC Chairman Dato Seri Awang, AFA President, John Chan, MFPC Director, Ms Chung with our ROYAL HIGHNESS

Thank you for kind invitation by Securities Commission to witness
The Launching of New Book

𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐢𝐧 𝐌𝐚𝐥𝐚𝐲𝐬𝐢𝐚
𝐏𝐚𝐬𝐭, 𝐏𝐫𝐞𝐬𝐞𝐧𝐭 & 𝐅𝐮𝐭𝐮𝐫𝐞

By
our ROYAL HIGHNESS SULTAN NAZRIN MUIZZUDDIN SHAH
IBNI
ALMARHUM SULTAN AZLAN MUHIBBUDDIN SHAH
AL-MAGHFUR-LAH
SULTAN OF PERAK DARUL RIDZUAN
The Royal Patron for Malaysia's Islamic Finance Initiative as Guest of Honour.

𝐏𝐫𝐢𝐝𝐞 𝐨𝐟 𝐘𝐄𝐒 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥
𝐘𝐚𝐰𝐚𝐥𝐞𝐬 𝐒𝐚𝐞 𝐓𝐞𝐨𝐡 𝐰𝐢𝐧 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐚𝐰𝐚𝐫𝐝𝐬 𝐯𝐢𝐚 𝐢𝐅𝐀𝐒𝐓 𝐀𝐰𝐚𝐫𝐝 𝐍𝐢𝐠𝐡𝐭

Top Adviser 2023 - 2nd in UT
iFAST Global Symposium Qualifier

In 2023, by securing a new supreme 8-digit AUA using the iFAST platform, she has been assisting her esteemed client in optimizing their investment portfolio, taking advantage of the current hawkish market environment, and securing a better financial position.

iFAST Capital, one of our panel investment platform of YES Financial Berhad
^ Wrap Account Platform
^ Stock / ETF @ KLSE, HKSE, SGX, NASDAQ, NYSE, AMEX, BATS, SSE & SZSE
^ Bonds /Sukuk
^ Managed Portfolio