Case-Study Digitalised Repository (CDR)
Real world business scenarios for the classroom
Teaching cases at the Management and Leadership Case Study Centre, Universiti Utara Malaysia, allow students to tackle real-world challenges, honing their skills for the workplace. Specializing in emerging markets, the center aims to increase digital access and usage of its case studies globally, benefiting both local and international educators.
Full Version of Case Studies are available for purchase
RM10.00 (Full case with teaching note - for instructor only)
RM5.00 (Full case only - for student)
For further enquiry, please feel free to contact us
- 04 928 7606/7609 (CDR Secretariat)
- cdr@uum.edu.my
Please use this identifier to cite or link to this item:
http://cdr.uum.edu.my/jspui/handle/123456789/150| Title: | Managing Ahmad's Financial Distress |
| Authors: | Lim, Chee Chee |
| Keywords: | financial planning;retirement fund management;financial planning;Employee Benefits Management;Personal Finance;Seminar Class of Risk Management and Insurance;Estate Planning;Retirement Planning |
| Issue Date: | 2015 |
| Abstract: | Mr Ooi was a licensed financial advisor providing voluntary service at the community hall in Jitra under a community movement initiated to help people seeking advice for their financial problems from professional financial advisors. Mr Ooi had been approached by Ahmad who was distraught and totally out of mind on how he was going to cope with the financial disaster befell him and his family. Ahmad started to experience financial difficulties after he was involved in a car accident that had caused him to lose his hearing totally and also his job as well. With his limited experience and education, compounded by his hearing impairment, Ahmad did not know how he would secure any other employments. He was extremely worried about the financial security of his family and how he was going to keep up with his monthly loan repayment commitments. Ahmad had sought consultations with Mr Ooi. After they had met for three times, Mr Ooi managed to gather the necessary information that enabled him to draw up a financial plan for Ahmad by exploring the possible use of the following: (a) savings with retirement fund management organization, (b) financial aids provided by social security organization, (c) claims payable from insurance coverage, (d) restructuring of loan repayment commitments with banks / lenders, (e) assistances from former employer and (f) supports from family members. |
| URI: | http://cdr.uum.edu.my/jspui/handle/123456789/150 |
| Payment Link: | http://epay.uum.edu.my/go.php?billcode=CDRCASE&productid=TC082-1 |
| Appears in Collections: | Cases in CDR |
Files in This Item:
There are no files associated with this item.
Items in CDR Repository are protected by copyright, with all rights reserved, unless otherwise indicated.