SYNOPSIS ~
We all face small decisions everyday that affect the long-term success (or failure) of our financial lives – but we don’t realize it. Now that you are aware, what’s the next step?  How can you make informed decision that leads to road of success and not failure?
SWOT/TOWS analysis is a tool for auditing an organization and its environment. It helps people involved to focus on key issues and it’s the first stage of planning.  Sun Tzu in The Art of War says, “If you know the enemy and know yourself you need not fear the results of a hundred battles”.  A Financial S.W.O.T can be used to identify the key issues in your finances.  What do you need to do if it’s time to get this part of your life ‘addressed’ – and how to get started on the road to success?  What are tools and techniques that can help the process of change that would be required to put you on the road to your ideal life?  How can you start living a truly exceptional life?   In this evening talk on S.W.O.T – The Way for Financial and Personal Growth?, you will learn:-
•    What is S.W.O.T?
•    How to use S.W.O.T to understand your finances
•    What are the key areas to focus on for a better life?
•    How little changes in your habits and behaviour can lead to major impact on your life
•    What is the 6 step process to plan for your ideal life?
TALK OUTLINE
Part 1:    SWOT Profile
1.1    What is SWOT profiling and how it is done
1.2    SWOT Profile of your finances
1.4    The SWOT Matrix     
         - developing your competitive advantage and pursuing a compelling opportunity
    - optimizing your resources and insulating your finances from threats
Part 2:    Applying what you know  
2.1    How to capitalize on your strength – your key success factors
2.2    How to take advantage of your opportunity
2.3    How to manage your weakness and threat – defensive planning
2.4    Can your weakness/threat be transformed into strength/opportunity?
Part 3:    Paradigm shift – Planning for your ideal life using a 6-step process


BIODATA OF SPEAKERS

Speaker Biodata: Joyce Lim, Licensed Financial Planner, CFP CERT TM, MBA (UWS), B.ACC (UM), CMSRL
Joyce Lim, is a Certified Financial Planner and holds a Capital Market Services Representative License by Securities Commission.  She is an Accountant by training with more than 10 years of experience in the financial industry.  She believes in sharing knowledge, building relationship and adding value to others.  She has contributed to Personal Money magazine column “Money Makeover” providing insights and guidance to those who have concerns about their finances and is an invited speaker on areas of personal finance for organizations.  Her approach is highly practical and her sincere guidance will help you see how you can get the best out of every sen that you make/own.
Joyce Lim is a practising Financial Planner with CIMB Wealth Advisors Berhad, a company in CIMB Group.