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CPD Activity Details


PURPOSE DRIVEN WEALTH
Starting on:
May 7, 2025
Ending on:
May 7, 2025
Moderator(s):
Dr. MOSES OSOM
GYNAEAOLOGIST & OBSTETRICIAN
Venue:
Nairobi
Max Credits:
3 Points

Provider:
KMA SACCO
Claim Points

PURPOSE DRIVEN WEALTH

Starting on:
May 7, 2025
Ending on:
May 7, 2025
Venue:
Nairobi

Description

1. Strategic Wealth Preservation & Growth: Understanding the role of Money Market Funds (MMFs) and Post-Retirement Medical Funds (PRMFs) in securing financial stability and long-term security for doctors. 2. Safe & Stable Investments: A dive into Government Bonds and Treasury Bills, exploring their benefits as low-risk, high-security investment options. 3. High-Potential Local Investments: Identifying profitable opportunities in Kenya, including SACCOs, unit trusts, and healthcare-related ventures. 4. Risk Appetite & Portfolio Diversification: How doctors can balance risk and return, structure a resilient investment portfolio, and achieve sustainable financial growth while managing their medical practice.

Objectives

1. Educate – Provide doctors with a clear understanding of structured investment approaches, on Money Market Funds (MMFs), Post-Retirement Medical Funds (PRMFs tailored to their financial goals. 2. Empower – Equip doctors with practical strategies to diversify their investment portfolios, mitigate financial risks, and build long-term wealth while balancing their medical practice and personal financial growth. 3. Guide – Offer actionable insights on local investment opportunities to help doctors make informed, purpose-driven financial decisions.

Presenters

  1. Mrs Lydia mu
    A Senior Financial Advisor and Unit Manager at Standard Investment Bank (SIB), passionate about empowering individuals and institutions to make informed, confident financial decisions.
    Unit Manager at Standard Investment Bank (SIB)

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