CANCELLED EVENTS – HEALTH & WELLNESS WORKSHOP AND KIDS MONEY CAMP | 5 DEC 2015

November 27, 2015 fpam

We regret to inform that our Health and Wellness Workshop and Kids Money Camp 2015 has been cancelled due to unforeseen circumstances.

CFP CERTIFICATION EXAM – DECEMBER 2015

November 25, 2015 CE Course Admin

URGENT IMPORTANT MESSAGE !

CHANGE OF EXAM VENUE FOR PENANG

Due to unforeseen circumstances, the December 2015 CFP certification exam venue for Penang will now be at :

KDU University College, Penang Campus

Room 303 & 303A

32 Jalan Anson

10400 Penang

Tel: 04-2266368

If you have any queries, please do not hesitate to contact membership department at 03-7954 9500.

 

2015 FPAM Sarawak Chapter Networking Night | 13 Dec 2015

November 24, 2015 fpam

Event: FPAM Sarawak Chapter Networking Night 2015

Date: 13th December 2015 (Sunday)

Venue: Abell Hotel,

No. 22, Jalan Tunku Abdul Rahman,

93100 Kuching,

Sarawak,Malaysia.

Time: 5.30pm – 9.30pm

Networking Night Topic: GST & Income Tax Planning For Financial Planner

Speaker:  Mr. Wee Hun Been

CE Course: Evaluate Your Clients Insurance Policies | 10 Dec 2015

November 20, 2015 fpam

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

Learning Outcome

Participants will be able to:

  1. Identify the different types of insurance & what it meant to the planner
  1. Understand different companies policy documents & how it applies to your client situation
  1. What are the important information’s you should have when evaluating your client’s policies? Socso?
  1. Recommendations-when do you preserve and when do you cancel?
  1. Policies in place now, how to still keep the relationship warm.

Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resorts, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Ms Irene Lee Yoke Leng

Fees:

Early Bird Special by 1st December 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 10 Dec 2015

FPAM THURSDAY TEA TALK: The 2015 Perfect Storm, 2016 Strategies and Absolute Return Funds | 26 November 2015

November 12, 2015 fpam

Do not miss our FINAL Thursday Tea Talk for year 2015! Save the date: 26th November 2015.

As we all look to review 2015 for our year end closing as well as to plan and strategise for 2016, FPAM brings to you the following topic “THE 2015 PERFECT STORM, 2016 STRATEGIES AND ABSOLUTE RETURN FUNDS” for this tea talk.

Date: 26 November 2015 l Time: 2.00 – 5.00pm l Venue: Dewan Perdana, Bukit Kiara Equestrian & Country Resort l Speaker: Mr Yap Rueih Yinn, Investment Manager and Mr Ivan Chee, Assistant Investment Manager of SP Management Sdn Bhd

Click HERE for the Registration Form!

 

FPAM Financial Literacy Program: Kids Money Camp 2015 | 5 DECEMBER 2015

November 6, 2015 fpam

Kids Money Camp 2015_Registration Form

As part of our financial literacy outreach program, FPAM will be holding a one day school holiday camp on Saturday, 5th December 2015 titled “Kids Money Camp – 2015”.

This camp is jointly organised with the Banyan Tree Money Academy who will be the facilitators for the camp.

The aim of the camp is to impart the basics of money management to the younger generation in particular, children between the ages of 8 to 14.

Don’t miss out on this camp as there are limited seats available.

FPAM Health & Wellness Workshop 2015 | 5 DECEMBER 2015

November 5, 2015 fpam

Health & Wellness Workshop 2015_Registration Form

FPAM in collaboration with The Laureate Wellness Centre is organising a one-of-its-kind Health & Wellness Workshop 2015 featuring Nutrigenomics for you and your clients. Come join us to explore a holistic concept on Wellness in this upcoming workshop.

Most of us in our efforts to meet our KPIs and improving our work performance, we sometimes neglect our health and well-being. It is important that we take stock and look at preventive health management for us to continue to perform professionally and to take care of our loved ones as we move into the new year.

This workshop comes with exclusive goodies namely, Far Infrared Therapy (FIR) for two worth RM80 for First 30 registrants, Basic Preventive Screening Assessment worth RM50 and Health Screening voucher worth RM299.

An exciting program awaits you!