Unlocking the future of financial planning, the Financial AI Wizard Workshop at Asia Pacific University of Technology & Innovation (APU) brought students together for an exciting blend of expert insights and cutting-edge technology on 24th September 2024. 

Hosted by P10 Holdings, the workshop featured Mr Alan Lim, Chief Executive Officer of P10 Holdings, and Ms Erim Lim, Chief Operating Officer of P10 Holdings, as the esteemed speakers and trainers who shared their expertise and guided students through the session. 

Mastering Financial Concepts

Ms Erim began the session with an engaging introduction to financial planning, guiding students through essential principles such as budgeting, savings, investments, debt management, and risk assessment. 

These topics laid the groundwork for understanding how to manage finances effectively, both personally and professionally. 

Hands-On Software Training

Next, Mr Alan followed up by introducing students to P10 Holdings’ proprietary financial planning software. 

He demonstrated its key features, including data entry, financial analysis, and report generation. 

On top of that, students were given the opportunity to navigate the software themselves, applying their learning to a real-world financial planning case study. 

This hands-on approach allowed students to apply theoretical knowledge to practical scenarios, enhancing critical thinking and collaboration skills. 

Empowering Students for Financial Success

The workshop concluded with a resounding sense of achievement as students left equipped with invaluable skills and insights. 

Students gained hands-on experience with advanced financial planning software, deepened their understanding of key financial principles, and honed their ability to make informed data-driven decisions. 

These practical applications not only prepared them for future careers in finance but also empowered them to take charge of their personal financial journeys, paving the way for a new generation of financially savvy individuals ready to thrive in a rapidly evolving world.