| 8th Annual General Meeting - Provisional Notice - posted: April 28, 2008 |
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Date: 28 June 2008 (Saturday)
Time: 10.30 am
Venue: Banyan, Casuarina & Dillenia Room, Sime Darby Convention Centre, 1A Jalan Bukit Kiara 1, 60000 Kuala Lumpur.
Only Certified Members who have fully paid all fees payable in respect of their membership up to thirty (30) days before the date of the Annual General Meeting are entitled to attend and vote at the Annual General Meeting.
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| Call for Examiners and Manual Writers - posted: March 13, 2008 |
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Call for Examiners
FPAM would like to invite Certified members with work experience in the financial services and financial planning industry to serve on the panel of examiners for the CFP Certification examinations.
Call for Manual Writers
FPAM is embarking on a project to produce manuals for Module 1 – Foundation in Financial Planning and Module 2 – Risk Management and Insurance Planning of the CFP certification programme. |
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| Islamic Financial Planner (IFP) Challenge Opens - posted: October 19, 2007 |
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FPAM and IBFIM are pleased to introduce the IFP Challenge status to qualified candidates of the Islamic Financial Planner (IFP) program. Under the IFP Challenge, the approved candidate is only required to sit for IFP Module 6, by completing 40 hours of classroom-based lectures and passing the IFP Module 6 examination.
Candidates having the following professional credentials, academic qualifications and industry experience are eligible to apply for the IFP challenge status:
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CFP, RFP and ChFC holder |
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Master or Doctorate degree holder in Islamic banking and finance |
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Bachelor degree holder in Islamic studies or from Islamic Universities with 5 years minimum working experience in the Islamic financial services industry |
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At least a Bachelor degree holder in any discipline with 15 years minimum working experience in the Islamic financial services industry |
Read more |
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| Capital Markets Services (CMS) licencees as Corporate Unit Trusts Advisors - posted: October 12, 2007 |
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Financial planners with the Capital Markets Services (CMS) licence are now eligible to register as Corporate Unit Trusts Advisors. CUTA will become the new group of distributors who can market and distribute unit trust funds of multiple unit trust management companies. |
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| Capital Markets and Services Act 2007 (CMSA) - posted: October 12, 2007 |
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The Capital Markets and Services Act 2007 (CMSA) came into force on 28 September 2007. The CMSA, passed by Parliament in May 2007, consolidates the Securities Industry Act 1983, the Futures Industry Act 1993 and Part IV of the Securities Commission Act 1993 which deals with fund raising activities. The CMSA is supported by the Capital Markets and Services Regulations 2007, the Licensing Handbook and the Guidelines on Regulation of Markets. All of these documents come into effect concurrently with the CMSA.
A key CMSA measure benefiting capital market intermediaries is the introduction of the single licensing regime. Under this measure, intermediaries hold a Capital Markets and Services Licence as opposed to multiple separate licences, which effectively reduces administrative and compliance costs, and ultimately saves time. The Licensing Handbook explains the implementation of the single licensing regime.
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are owned by Financial Planning Standard Board Ltd. (FPSB) outside the United States.
The Financial Planning Association of Malaysia is the marks licensing authority for the CFP marks in Malaysia, through agreement with the FPSB.