SC Industry Dialogue 2015: Critical Financial Planning Survey

October 29, 2015 fpam

To download the survey form, kindly click here: FP survey questions-2015

CE Course: The Anti-Money Laundering, Anti-Terrorism Financing & Proceeds of Unlawful Activities Act 2001 – Your Role & Responsibilities

October 27, 2015 fpam

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

Learning Outcome

Participants will be able to:

  1. An overview of the Anti-Money Laundering & Anti-Terrorism Financing regime in Malaysia
  2. Updates on role & responsibilities under the Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of of Unlawful Activities Act 2001 (AMLATFPUAA) & comparison with the previous legislation
  3. Able to identify money laundering, terrorism financing and proceeds of unlawful activities in order to effectively comply with reporting obligations
  4. Know about methods & vulnerabilities of money laundering & terrorism financing & learn to identify indicators of any person laundering proceeds of unlawful activities
  5. Understand, apply & comply with the reporting obligations as amended under the AMLATFPUAA
  6. Detect, deter & disrupt unlawful activities as well as mitigate laundering of proceeds of unlawful activities.

Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resorts, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mdm Koid Swee Lian

Fees:

Early Bird Special by 1st November 2015 – RM 296.80 [FPAM Members]; RM 424 [Public]

Normal RM 339.20 [FPAM Members], RM 477 [Public]

Please click on the link below for the Course Outline & Registration Form:

CE Registration Form 14 Nov 2015

CE Course (KK) – Investment Planning in the Current Economic Climate

October 24, 2015 fpam

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

Learning Outcome

Participants will be able to:

  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.

Venue: The Palace Hotel, Kota Kinabalu, Sabah
Time: 9.00 am – 5.00 pm
Instructor/s: Mr Phua Lee Kerk

Fees:

Early Bird Special by 30th October 2015 – RM 296.80 [FPAM Members]; RM 424 [Public]

Normal RM 339.20 [FPAM Members], RM 477 [Public]

Please click on the link below for the Course Outline & Registration Form:

CE (KK) Regisration Form_7 Nov 2015

THURSDAY TEA TALK: Harnessing The Sun

October 21, 2015 fpam

CLICK HERE FOR REGISTRATION FORM_FPAM Thurs Tea Talk_Harnessing The Sun_051115

Date: 5 November 2015 l Time: 2.00 – 5.00pm l Venue: Dewan Perdana, Bukit Kiara Equestrian & Country Resort l Speaker: Mr Skip Ng, Director of Amled Illumination (M) Sdn Bhd

CE Course – Looking Beyond Financial Statements – Investor Perspective (II)

October 1, 2015 fpam

22 October 2015, Thursday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Assess the qualitative insight and essential skill of the company in term of its strength and weakness;
  2. Assess the adaptability of the company in response to the changes of the external environment;
  3. Recognize the importance of the core competencies as how it can build its competitive edge and sustain it
  4. Identify the key concern areas and how the company narrowing these gaps by retaining talents and preserve innovative environment;
  5. Analyze how the company enhances its long term shareholders’ value both value creating or value added;
  6. Identify what are the good qualitative clues of a company and how the company capitalize its qualitative insight to sustain its business growth and profitability.

Venue: Dewan: Berjaya, Bukit Kiara Equestrian & Country Resorts, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr James Oh

Fees: Early Bird Special by 12th October 2015 – RM 296.80 [FPAM Members],
RM 424 [Public Normal RM 339.20 [FPAM Members], RM 477 [Public]

Please click on the link below for the registration form

CE Investor Perspective II 20151022 - James Oh

[PENANG CHAPTER EDITION] THURSDAY TEA TALK: INTRODUCTION TO FINANCIAL MARKETS

October 1, 2015 fpam

Download Registration Form here! Penang Chapter Edition TTT_Introduction to Financial Markets

Date: 9 October 2015 l Time: 2.00 – 5.00pm l Venue: Evergreen Laurel Hotel, Burma Room, Lobby Level l Speaker: Mr Krutiik Shah, Associate Director – Global Markets and Mr John Law, Marketing Director / Market Strategist from LT International Futures Broker.