Programme on Financial Freedom, Growing Dreams… by Suze Orman

August 24, 2015 fpam

FPAM is pleased to invite members to a programme on FINANCIAL FREEDOM, Growing Dreams…by Ms. Suze Orman.

The event is organized by PNB Investment Institute Sdn Bhd (PNBi).

Details of the programme are as follows:

Date : 6 October 2015 (Tuesday)
Venue : Intercontinental Hotel, Kuala Lumpur
Time : 8am-1.00pm
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CE Course – Family Controlled PLC – Succession Planning Challenges

August 20, 2015 fpam

12 September 2015, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points

Learning Outcome

By attending the course, participants will be able to:

  1. Identify the challenges of succession planning for family controlled public listed company.
  2. Analyze the family demography and the core complexity that contribute to the family dispute.
  3. Develop a structured approach to engage clients for Fee Based Financial Planning and to establish a formal working relationship.
  4. Identify the best structure that enable the founder to pass the baton through generation..
  5. Recognize the Risk Management needs and develop a Risk Management Plan for Individuals and Families.

Venue: Dewan: Berjaya, Bukit Kiara Equestrian & Country Resorts, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Ms Nur Sabrina Soon

Fees: Early Bird Special by 1st September 2015 – RM 296.80 [FPAM Members],
RM 424 [Public Normal RM 339.20 [FPAM Members], RM 477 [Public]

CE Succession Planning 20150912 – Alvin Yap

THURSDAY TEA TALK: INTRODUCTION TO FINANCIAL MARKETS

August 10, 2015 fpam

Introduction to Financial Markets_BMD and LT

Date: 20 August 2015 l Time: 2.00 – 5.00pm l Venue: Dewan Perdana, Bukit Kiara Equestrian & Country Resort l Speaker: Ms Ether Tio, Manager, Bursa Malaysia Derivatives; Mr Krutiik Shah, Associate Director – Global Markets and Mr John Law, Marketing Director / Market Strategist from LT International Futures Broker.

KiniBiz Subscription – Exclusive offer for FPAM Members

August 7, 2015 fpam

Please click on the link below to download subscription form.

Subscription_FPAM_040815