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  • Interested To Become a CFP?

    Click Here For CFP Brochure

    Excellence and Merit Award Winners 2011

    FPAM is pleased to announce the Excellence and Merit Award winners for the 2011 CFPCERT TM certification examinations.

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    Notice for CFP Certification Course Examination for June 2012

    Members who intend to sit for the coming examination are advised to take note of the following notice

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    Exemption from Pre-Contract Examination for Insurance Agents (PCEIA) Part A, B & C

    FPAM is pleased to announce that members who have obtained the Certified Financial Planner®(CFPCERTTM) credential and the Islamic Financial Planner qualification are exempted from the Pre-Contract Examination for Insurance Agents (PCEIA) Part A, B & C.

    To apply for exemption from PCEIA, please click here for Application Procedure

    Exemption from SEGI University College for their Master in Financial Planning Programme

    SEGI University College is granting exemptions to Certified members who are interested in pursuing a Master in Financial Planning.

    Certified members with a Bachelor degree or professional qualifications will be exempted from 5 of 12 modules required for the programme.

    There will also be a preview talk on 13 August 2011.

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    Financial Planning Connections vol19

    Financial Planning Connections Volume 16
    Click to download

    FiMM CPD Points for CFP/IFP Certification Programmes

    FPAM is pleased to announce the recognition of the Certified Financial Planner® (CFPCERTTM) and Islamic Financial Planner (IFP) Certification Programme by the Federation of Investment Manager Malaysia (FIMM) for its Continuing Professional Development (CPD) Programme

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    Events

    Click here for INDUSTRY EVENTS

    2nd Islamic Financial Planning & Wealth Management Conference 2012

    ‘Building Blocks of a Vibrant Wealth Management Industry’

    Date :22th May 2012

    Time :8.30AM-5.30PM

    Venue:Hotel Istana,Kuala Lumpur

    Click here for Brochure

    Click here for Official Website for 2nd IFPC

    Click here for Registration Form

    FPAM Ipoh Chapter General Meeting & Committee Election

    Date : 11 August 2012 / Saturday

    Time: 11.00 am

    Venue: Great Mine Chinese Cuisine Restaurant VIP room, Kinta Riverfront Hotel, Ipoh.

    Click here for Detailed Notice
    Click Here for Nomination Criteria
    Click Here for Nomination Form
    Click Here For Biodata Form

    Class For Module 1 By FPAM Ipoh Chapter

    FPAM’s Ipoh Chapter will be commencing classes for Module 1  in September 2012.

    Please click below for class schedules and other details:

    FPAM M1 Timetable & Venue

    “European Debt Crisis-How it will affect You & I” By Penang Chapter

    Date: 19 May 2012 / Saturday

    Venue: Wisma Rockwills, A-2-1, Lorong Bayan Indah 4, Bay Avenue, Penang

    Time: 9:00 am – 1:00 pm

    Fees: RM 50

    CE Points: 2 (two)

    Click Here For Details and Registration Form

    The New Independent Financial Planner – Only a Matter of Time

    iFAST Capital Sdn. Bhd. is please to invite you to attend a seminar on 26th May 2012, Saturday. Two speakers from Unicorn and a very special guest speaker will be offering their insights on the financial advisory industry

    Date : 26th May 2012 (Saturday)

    Time : 10:00am – 1:00pm

    Venue :Bukit Kiara Equestrian&Country Resort

    Click here for Flyer

    Click here for Registration Form

    FPAM 12th Annual General Meeting

    NOTICE IS HEREBY GIVEN that the Twelfth Annual General Meeting of the Financial Planning Association of Malaysia will be held on Saturday, 30 June 2012 at 10.30 a.m. at Berjaya Hall, Bukit Kiara Equestrian & Country Resort, Jalan Bukit Kiara, Off Jalan Damansara, 60000 Kuala Lumpur.

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    A Coporate Social Responsibility Project By FPAM Penang Chapter and Rockwill

    Rockwills Corporation Sdn Bhd, the leading professional estate planning specialist, together with the Financial Planning Association of Malaysia (FPAM) Penang Chapter will be organizing 6 Financial Planning Seminars to educate financial planners, estate planners and members of the public on the importance of financial planning and estate planning.

    1) Divorce and Estate Planning
    2) Guardianship of Children
    3) Celebrity’s Will – Where did it go wrong?
    4) Estate Administration & Will Workshop
    5) Protecting Your Business with a Trust
    6) Insurance Trust vs. Section 166 Nomination

    Click here for Seminar & Registration Details

  • CE Courses
  • Click here for 2012 CE COURSE CALENDAR
    Click here for 2011 CE COURSE CALENDAR
    Click here for CE Requirements

    NATIONAL CALENDAR 2012

    We are pleased to announce the national calendar for the Year 2012.

    Latest update: 30 Apr 2012

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    Family Wealth Planning – Leaving a Legacy(Ipoh)

    * 10 CE Points * 10 CPE Points *
    Date: May 19, 2012 / Saturday

    Click here for registration form and programme

    Private Trust-Wealth Preservation, Distribution, Creditors Protection & Succession Planning(Sabah)

    *10 CE Points * 10 CPE Points *
    Date: May 19, 2012 / Saturday

    Click here for registration form and programme

    Devising a Winning Investment Plan(KL)

    * 10 CE Points * 10 CPE Points *
    Date: May 29, 2012 / Tuesday

    Click here for registration form and programme

    Practical Tips for Buy-Sell Arrangements and Business Succession(KL)

    * 10 CE Points * 10 CPE Points *
    Date: June 16, 2012 / Saturday

    Click here for registration form and programme

    How To Select A Winning Stock?(KL)

    * 10 CE Points * 10 CPE Points *
    Date: June 20, 2012 / Wednesday

    Click here for registration form and programme

    Understanding & Interpreting Financial Statements(Ipoh)

    * 10 CE Points with Code of Ethics * 10 CPE Points *
    Date: July 7, 2012 / Saturday

    Click here for registration form and programme

    Private Trust – Wealth Preservation, Distribution, Creditors Protection & Succession Planning(KL)

    * 10 CE Points * 10 CPE Points *
    Date: July 14, 2012 / Saturday

    Click here for registration form and programme

    Anti-Money Laundering (AML) For Financial Professional(KL)

    * 10 CE Points * 10 CPE Points *
    Date: August 25, 2012 / Saturday

    Click here for registration form and programme

    More CE Courses In Coming Months

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    Want to speak at our CE courses, workshops and seminars? Find out more
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