Value Investing in Quality Bursa Malaysia Shares

July 20, 2015 fpam

29th July 2015, Wednesday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Poin

Learning Outcome

By attending the course, participants will be able to:

  1.  Construct a portfolio of high value KLSE shares with the goal of capital preservation and income.
  2. Be able to diversify a portfolio of high value, quality shares so as to minimize sector and market risk.
  3. Apply the framework of sentiment analysis to buying and selling high value shares with the goal of buying value at a discount and selling when the share is fully valued.
  4. Use a fundamental filter to find shares that offer high return on equity, return on assets, intrinsic value, low debt to equity, retained earnings, low PE, dividends over 3 % and intrinsic value. This filter uses the time tested valuation models of Warren Buffet and Benjamin Graham.  The filters rank shares based on these criteria.
  5. Identify stage analysis based on Dow Theory to know when one should buy and when one should sell from a probability standpoint. Apply volume spread analysis based on Dow Theory to anticipate institutional and professional buying and selling.
  6. When to sell a dividend share based on fundamentals such as change in management, cuts in dividends, restructuring, changes in Bank Negara interest rate policies and balance sheet impairment.
  7. Apply the fiduciary’s responsibilities in monitoring an investment portfolio for market risk as well as company risk

Venue: Dewan: Perdana, Bukit Kiara Equestrian & Country Resorts, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Martin Wong

Fees: Early Bird Special by 20th July  2015 – RM 296.80 [FPAM Members],
RM 424 [Public Normal RM 339.20 [FPAM Members], RM 477 [Public]



			
				

BFM PODCAST: “HOW THE ROBO ADVISOR CAN FEATURE IN FINANCIAL PLANNING”, INTERVIEW WITH Shawn Brayman, President of Plan Plus Inc

July 16, 2015 fpam

Shawn Brayman, President of Plan Plus Inc on BFM’s The Breakfast Grille on “How the Robo Advisor can feature in Financial Planning”. Catch the podcast here!

Robo-advisors are websites that are disrupting the investment advisory scene that haven’t reached Malaysian shores. When they do, they can be essential to your investment planning.

FPAM joins Global Consumer Financial Planning Research Initiative

July 15, 2015 fpam

Press Release_FPAM joins Global Consumer Financial Planning Research Initiative.

FPAM will be participating in a landmark global study by Financial Planning Standard Boards (FPSB) and GfK involving 20,000 Consumers in 19 Territories. Click above to view Press Release.

BFM Podcast: “Raising Financial Planning Awareness and Standards”, interview with Noel Maye, CEO of Financial Planning Standards Board (FPSB)

July 3, 2015 fpam

Noel Maye, CEO of Financial Planning Standards Board (FPSB) on BFM’s The Breakfast Grille on “Raising Financial Planning Awareness and Standards”. Catch the podcast here!

Ordinary Malaysians are in dire need of financial advice and planning. But just as dire is awareness on who the right people are to advise and plan. Issues like conflicts in commissioned selling and high costs of financial products also stand out.

THE ASIAN INSTITUTE OF FINANCE BIENNIAL REGIONAL ESSAY COMPETITION

July 1, 2015 fpam

THE ASIAN INSTITUTE OF FINANCE BIENNIAL REGIONAL ESSAY COMPETITION – AWARD FOR ESSAYS ON PROFESSIONALISM IN THE FINANCIAL SERVICES INDUSTRY.

Organised by AIF, the Award aims to promote greater awareness of the need for a strong culture of professionalism and ethics in the financial services industry in Asia in order to secure public trust in the industry and its long-term sustainability. 

Cash Prices

First Prize: USD 20,000.00
Second Prize: USD 10,000.00
Third Prize: USD 5,000.00

For more information, please click on the links below.

1) Award Flyer v6 Award

2) Terms and Conditions

3) Expression of Interest Form