Archive for July, 2009

Wealth Management for Financial Planners

Date: Oct 30, 2009 / Friday[ full day ]
Venue: Vistana Hotel, Kuantan, Pahang

A FPAM CE-accredited Course with 10 CE Points!

A SIDC CPE-accredited Course with 10 CPE Points!

Register before October 15, 2009 to enjoy Early Bird Discount!

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FPA Conference in Anaheim, CA

The Financial Planning Association (FPA) invites all FPAM members to attend its annual meeting, FPA Anaheim 2009, held October 10 – 13 in sunny Southern California.

This conference will both celebrate the financial planning profession’s 40th anniversary and talk about all the different ways that planners can respond to these challenging times and turbulent economy.  FPA Anaheim 2009 is a multi-faceted event, consisting of pre-convention workshops, an opportunity to earn up to 22 continuing education credits, networking events every evening, and eight tracks totaling over 70 sessions.   It is also a great opportunity to take a bit of family holiday.  Disneyland, Hollywood and sandy beaches are all nearby.

To see the individual sessions, housing information and the companion program, go to www.FPAAnnualConference.org.

As a part of the sister organization community, FPA welcomes you to attend this meeting at the member rate.  To receive this special pricing, mark INTL09 on your registration form or if you are registering online, look for “International Sister Organizations’ Registration Instructions” at the bottom of the registration page.  Register by August 28th  for additionally discounted pricing!

EPF Allows Members to Withdraw Savings to Study CFP and IFP Certification Program

FPAM is pleased to announce that EPF has approved FPAM’s application for the CFP and IFP certification program to be listed under its approved professional courses for withdrawal for education financing.
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Islamic Investment, Zakat and Tax Planning

Date: Oct 24, 2009 / Saturday [ full day ]

Register before October 12, 2009 to enjoy Early Bird Discount!

A FPAM CE-accredited Course with 10 CE Points!

A SIDC CPE-accredited Course with 10 CPE Points! (Pending)

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3 STAGES APPROACH TO COMPREHENSIVE FINANCIAL PLANNING PRACTICE

Date: September 5, 2009 / Saturday [ half day ]

A FPAM CE-accredited Course with 5 CE Points!

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Global Financial Crisis & Impact On Regional Economies, With Reference To Malaysia

Date: September 5, 2009 / Saturday [ full day ]

Register before September 1, 2009 to enjoy Early Bird Discount!

A SIDC CPE-accredited Course with 10 CPE Points!

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3 Stages Approach to Comprehensive Financial Planning Practice

Date September 5, 2009 (Saturday)
Time 9.30am – 12.30pm
Venue iFAST Capital Sdn Bhd
Level 28 Menara Standard Chartered,
No.30 Jalan Sultan Ismail, 50250 KL.

KMDC Wealth Management Seminars

Date September 4, 2009 (Friday)
Time 10.00am – 5.00pm
Venue PJ Uptown Conference Centre
Morning (10.00am – 12.30pm)
Money Talks 3 – Impossible Goals & Objectives, Possible by Carol Yip
Effective Debt Planning to Regain Control of Your Finances by Ng Chee Yong, CIMB Wealth Advisors

Afternoon (2.30pm – 5.00pm)
Money Talks 4- Discover How You Can Generate An Effective Financial Plan That Works For You by Carol Yip
Insurance & Protection by Azhar Hew, Rockwills

Wealth Destruction and Rehabilitation – Helping Malaysian Retirement Clients Thrive

Date: October 3, 2009 / Saturday [ full day ]

Register before October 1, 2009 to enjoy Early Bird Discount!

A SIDC CPE-accredited Course with 10 CPE Points!

Incorporating “Code of Ethics” 2 CE Points.

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