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Training: Essentials for Taxation Planning Workshop

Essentials for Taxation Planning workshop is a 1.5 day training session for SME business owners and high income earners who would like to learn the fundamental and practical tips on how to save tax up to 40% legally.

You will walk away from the training session with:

  • a firm understanding of personal and company taxation fundamental, including tax bracket, tax relief, benefits-in kind, foreign source income, perquisite and RPGT
  • a 70-page full colored simplified notes, and a taxation computation templates to ease your tax-planning journey.

Here’s the profile of Annie Wong, Trainer – Finance and Accounting Expert:

Annie Wong – CFP Professional, FPAM CMSRL, Securities Commission
Certified Professional Trainer, (IPMA), UK
B.Sc (Summa cum laude)
Accredited Color Accounting Facilitator (Wealthvox)
Professional Numerologist
Certified NLP Sales Professional




  • She has more than 10 years’ experience in the field of training and SME business consulting. Internationally recognized Certified Financial Planner (CFP) cum Certified Professional Trainer (CPT) who constantly believe knowledge is useful only when it applies to real life. Currently a Capital Markets Services Representative’s License (CMSRL) holder, regulated by Securities Commission Malaysia. Impacting people by enhancing their accounting and financial literacy.
  • She graduated as a Bachelor Science in Campbell University with highly distinction grade (Summa cum laude) in 2011, she realizes the importance of finance in career and future businesses venturing, so she learned full bookkeeping and then ventured into SME consultation work following his mentor and did a lot of hands-on company restructuring, strategic planning, cash flow management and company acquisition.
  • She then started her consultancy company back in 2018. She has vast experience in money management, investment, financial planning, and effective coaching her clients. From a non-finance background, she understands how to make things simple especially comes to financial education using various financial jargons.
  • Involved in 100+ various scale of training. Her core value is to provide honest and professional financial management training and workshops. Among all the workshops, she is good in helping Malaysian to shorten their mortgage loan tenure and estate planning; getting business financing for SMEs bosses and help them in Taxation Planning.
  • She is the 1st and only Certified Colour Accounting Trainer in Malaysia who can conduct Colour Accounting in both English and Mandarin sessions. A powerful accounting crash course which specially designed for non-finance people.
  • A passionate investor with experience in various investment with successful track record of double fold net worth in every 2 years. She is passionate to elevate financial literacy among Malaysian especially in estate planning and business succession.


You can register for this training session at


July 5th 2022 | 1.30pm – 5.30pm

July 6th 2022 | 9.30am – 5.30pm

IWFCIM Member – RM750
Non-IWFCIM Member – RM999
A Group of 4 persons – RM3,160

Running coffee included
Lunch on Day 2 included

Training venue is at:



The event is finished.


Jul 05 2022


1:30 pm - 5:30 pm


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