Investment Planning in the Current Economic Climate

July 25, 2014 Admin

Date: 6 September 2014, Saturday [Full day]
Instructor: Mr. Wong Loke Lim
Venue: Symphony Suites Hotel, Ipoh Perak
CPE/CE/CPD: 10 CPE Points l 10 CE Points l 8 CPD Points

Learning Outcome

  1. Identify the basic concepts of asset allocation.
  2. Customise an asset allocation model to a prospective client’s requirement.
  3. Identify the challenges or issues which will influence their investment return.
  4. Identify the different type of investment styles and its pros & cons.
  5. Explain the importance of Code of Ethics and Professional Responsibility.

Click here for registration form and programme
Register by 8 August 2014 to enjoy the early bird rate.

 

Notice for CFP Certification Course Examination for December 2014

July 24, 2014 Admin

Notice -Dec 2014 exam

Selamat Hari Raya Aidilfitri & Maaf Zahir dan Batin

July 24, 2014 Admin

FPAM wishes all our Muslim friends a very Happy Hari Raya and safe travels as you balik kampung!

PRICE ACTION ANALYSIS, TRADING PSYCHOLOGY AND POSITION SIZING

July 10, 2014 Admin

Date: 19 July 2014 l Speaker: Mr. Tang Yue Shiang   Venue: Bukit Kiara Equestrian & Country Resort, KL

Use of Licensed Financial Planner Designation in Malaysia

July 9, 2014 Admin

Dear Members,

This is a reminder on the use of the Financial Planner designation in Malaysia.

Financial planning is a licensed activity in Malaysia and only members who possess the Capital Markets and Services License (CMSL) or Capital Markets and Services Representative License (CMSRL) issued by the Securities Commission are allowed to hold themselves out as Financial Planners and use the term in their business cards.

The correct designation to be printed on business cards for CMSL or CMSRL holders should be “Licensed Financial Planner” regardless of whether the member possesses the CFPCERT TM mark or the IFP mark.

Certified members who are not CMSL or CMSRL holders should only use the CFPCERT TM mark or the IFP initials and not the “CERTIFIED FINANCIAL PLANNER®” designation or “ISLAMIC FINANCIAL PLANNER” in their business cards.

For CFP professionals, please refer to Clause 3.1 of the Mark Use Guide on FPAM’s website. Click here to view the guidelines to use the CFP marks.

Thank you for your attention,
FPAM Membership Department

 

Company Analysis: Strategic Choices

July 8, 2014 Admin

Date: 11 October 2014, Saturday [Full day]
Instructor: Dr. Ch’ng Huck Khoon
Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
CPE/CE/CPD: 10 CPE Points l 10 CE Points l 8 CPD Points

Learning Outcome

  1. Explain how a company positions itself in relation to competitors in terms of its overall competitive strategy
  2. Describe the scope and diversity of an organisation’s products and therefore the nature of its company portfolio and how that portfolio is managed.
  3. Classify the geographic scope of the company and the bases of its international strategy.
  4. Appraise how the company seeks to foster innovation and entrepreneurial endeavor.
  5. Point out ways in which the company might pursue strategic option in terms of organic development, acquisitions or joint ventures.

Click here for registration form and programme
Register by 1 October 2014 to enjoy the early bird rate.

Practical Applications of Trust in Estate Planning

July 8, 2014 Admin

Date: 15 November 2014, Saturday [Full day]
Instructor: Mr. Azhar Iskandar Hew
Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resorts KL
CPE/CE/CPD: 10 CPE Points l 10 CE Points l 8 CPD Points

Learning Outcome 

  1. Identify the different types of express trust
  2. Explain the legal requirements for a valid trust and to be able to compare the differences between a will and trust as well as the different types of express trust.
  3. Identify, analyze, structure and present the various applications of a Trust for protection, preservation and distribution purposes in estate planning.
  4. Analyze the advantages and limitation of the application of a Trust.

Click here for registration form and programme
Register by 1 November 2014 to enjoy the early bird discount.

Price Action Analysis, Trading Psychology and Position Sizing

July 8, 2014 Admin

Date: 19 July 2014, Saturday [Full day]
Instructor: Mr. Tang Yue Shiang
Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
CPE/CE/CPD: 10 CPE Points l 10 CE Points l 8 CPD Points

Learning Outcomes

  1. Recognize the psychological factor associated with breakout price movement.
  2. Setup a proper trading and cut loss plan.
  3. Apply trailing stop methods to profitable trading positions.
  4. Moderate our basic emotions of greed, fear, and regret by adjusting the trading or investing behaviors.
  5. Discover of and control the unconscious trading urges.
  6. Realize the danger in over-rationalization, predictions, and wishful thinking.
  7. Prioritize the mental focus in making new trades.
  8. Realize the non-linearity of price movement, arithmetically and logarithmically.
  9. Discover the advantages and risk of averaging down and averaging up.
  10. Manage trading risk by strategically sizing positions.
  11. Handle trading losses.

Click here for registration form and programme
Register by 1 July 2014 to enjoy the early bird rate.

 

Anti-Money Laundering (AML) For Financial Professionals

July 8, 2014 Admin

Date: 16 August 2014, Saturday
Instructor: Mr. David Mathew
Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
CPE/CE/CPD: 10 CPE Points l 10 CE Points l 8 CPD Points

Learning Outcome

  1. Identify the risks and opportunities for money laundering and financing of terrorism arising from providing financial services, including the prevailing techniques, methods and trends
  2. Take adequate measures and identify suspicious transactions of money laundering, in accordance with AMLA Regulations, Notices and Guidelines
  3. Explain the legal obligations imposed on financial services companies and their employees under the AML/CFT laws and regulations.

Click here for registration form and programme
Register by 1 August 2014 to enjoy the early bird rate.

Perak Chapter General Meeting & Nomination of Committee Members

July 8, 2014 Admin

We are pleased to inform that FPAM Perak Chapter General Meeting will be held on Saturday, 16 August 2014 from 9:30am to 12:30pm at Kinta Riverfront Hotel & Suites, Jalan Lim Bo Seng, 30000 Ipoh, Perak.

We are now inviting nomination of candidates for election to the Chapter Committee for the coming term.

Please peruse carefully the documents listed below which include an outline of the requirement for the election of new Chapter Committee members:

NOMINATION CRITERIA

NOMINATION FORM

NOMINEE BIO DATA FORM

All candidates whose memberships are current are entitled to nominate their candidate to the Chapter Committee. Only Certified members who have fully paid all fees payable in respect of membership up to thirty (30) days before the date of the meeting are allowed to attend and vote at FPAM Perak Chapter General Meeting.

All nominees must submit the duly completed nomination forms to FPAM by 21 July 2014.

Yours faithfully,

Financial Planning Association of Malaysia
Paul Khoo
Honorary Secretary

 The agenda for the Chapter General Meeting is as follows:

09.30 am     Registration, networking and refreshment served
10.00 am     Update by Chapter Chairman on activities from August 2012 – July 2014
10.20 am     Voting commence and ballot counting
11.00 am     Forum: Value proposition for the collaboration between Financial Planner and Accountant
12.20pm     Announcement on new board of committees
12.30pm     Networking lunch at Great Miner Chinese Restaurant