Company Analysis: The Strategic Position

December 29, 2014 Admin

Date: 18 March 2015 l Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL l CPE/CE/CPD: 10 CPE Points / 10 CE Points / 8 CPD Points l Instructor: Dr. Ch’ng Huck Khoon

Looking Beyond Financial Statements – Investor’s Perspective

December 23, 2014 Admin

Date: 17 January 2015 l Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort l 10 CPE Points / 10 CE Points / 8 CPD Points l Instructor: Mr. James Oh

GST- Preparing Malaysians for the full impact of GST

December 23, 2014 Admin

Date: 14 February 2015 l   Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort l CPE/CE/CPD: 10 CPE Points / 10 CE Points / 8 CPD Points l  Instructor: Mr. KP Bose Dasan

MFPYA 2015 Launching Ceremony

December 9, 2014 Admin

MFPYA_Awards logo_chosen (1)

The Malaysian Financial Planner of the Year Award (MFPYA) was created with the objective to boost the level of professionalism in the Malaysian financial planning industry, which in turn will contribute to the strengthening of the Capital Market.

 This prestigious award is an initiative organized by Financial Planning Association of Malaysia (FPAM) in collaboration with IBFIM, with the support of PlanPlus Malaysia. It is open to all licensed financial planners in Malaysia.

Date: 10 December 2014

Time: 3.00 – 5.00 pm

Venue: Dewan Perdana, Bukit Kiara Equestrian & Country Resort

Kindly RSVP to 

Turkish Association Joins Financial Planning Standards Board as Associate Member

December 5, 2014 Admin
FPSB Turkey Becomes FPSB’s 26th Member
DENVER – 4 December 2014 –This week, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, entered into an associate membership agreement with FİNANSAL PLANLAMA DERNEĞİ (FPSB Turkey), a nonprofit organization. As an associate member, FPSB Turkey has 24 months to develop the CFP certification program for the Turkish market.

“FPSB is pleased to welcome FİNANSAL PLANLAMA DERNEĞİ (FPSB Turkey) to our global membership,” said Steve Helmich, 2014 FPSB Board Chairperson. “FPSB Turkey is the first professional body in that territory focused on establishing financial planning as a profession, and it has assembled an impressive group of individuals and organizations to support development of the CFP certification program,” he said. “FPSB looks forward to supporting FPSB Turkey in its efforts to establish a CFP certification program to benefit the citizens of Turkey looking to take control of their financial futures.”

“We believe the time is right to introduce financial planning in Turkey,” said Alparslan Budak, Vice Chairman of FPSB Turkey. “People in Turkey are living longer and need the services of highly qualified financial planning professionals to help them prepare for retirement. In addition, in 2013, Turkey’s Capital Markets Board named financial planning as an ancillary service that could be provided by investment companies. FPSB Turkey will work to lead the profession by establishing and localizing FPSB’s high standards for financial planning through Turkey’s CFP certification program,” he said.

At present, financial planning does not exist as a professional practice in Turkey. FPSB Turkey’s mission is to introduce and develop the financial planning profession in Turkey, while ensuring the highest level of professional integrity among its members. Membership categories include financial services firms, individuals who have achieved or aspire to achieve CFP certification, and individuals that provide exceptional contributions to the purpose and goals of FPSB Turkey.

FPSB is a nonprofit association that establishes, upholds and promotes worldwide professional standards in financial planning. Governed by an international board of directors, FPSB is supported by the FPSB Council, an advisory and consulting body to FPSB’s governing body that is comprised of representatives from the 26 organizational members of FPSB. As an FPSB Associate Member, FPSB Turkey does not have voting rights within the FPSB Council, nor is it authorized to grant individuals the right to use the CFP Marks.

About FPSB

FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, Certified Financial Planner and CFP Logo Mark. FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2013, there were 153,376 CFP professionals worldwide. For more, visit

NEW CFP Certification Program Structure for 2015

December 4, 2014 Admin

In line with the regulatory changes by Bank Negara and Securities Commission, the CFP certification program has been enhanced and condensed from 6 modules to 4 modules.

Click here to view the new CFP certification program structure from 2015 onwards.

For any enquiries, kindly email