“SHOWCASE YOUR OWN FINANCIAL PLAN” CAMPAIGN | 8th – 12th March 2016

February 26, 2016 fpam

Calling out to all current FPAM NON-LICENSED CERTIFIED MEMBERS!

SYFPC

FPAM is looking for THREE (3) comprehensive financial plans that our non-licensed certified members have written for themselves.  

The FIRST 3 FINANCIAL PLANS received during the Submission Period gets cash reward specially sponsored by iFast Capital Sdn Bhd.

Submission Period: 8th to 12th March 2016, or First 3 eligible financial plans received, whichever comes first.

Get ready to email us your own financial plan, “Siapa cepat dia dapat!”

Rules & Submission Method:

1) Only non-licensed certified members with active FPAM membership are eligible to participate and submit their plans.

2) Financial plans submitted must a comprehensive one that the eligible members have written for themselves.

3) Financial plans submitted must be written in English Language.

4) The first 3 plans to be submitted by eligible members during the submission period between 8th March 2016 to 12th March 2016 will be given a cash reward.

5) The 3 eligible participants will receive their reward at the MFPYA Award Ceremony in June 2016 and are required to give a 3-minute testimonial.

6) All financial plans submitted must be accompanied by a duly completed registration form. Incomplete registration forms will be disqualified.

7) Please submit your registration form and comprehensive financial plan to marketing@fpam.org.my.

8) Only the FIRST 3 submissions that comply with the rules of the campaign will be taken as the FIRST 3 plans to be received.

9) All participants who have submitted their plans are deemed to have read and understood the rules of the campaign and agree to abide by them.

10) All plans submitted will be deleted and destroyed within one week after the reward has been given.

11) FPAM’s decision is final.

To download the registration form, please click here: http://goo.gl/B6UFsP

For enquiries, do contact FPAM Industry Communications & Events Team

at 03-7954 9500 or email marketing@fpam.org.my

ALL THE BEST!

CE Course: Alternative Strategies for Investing in Equities for Financial Planners and Individual | 14 April 2016

February 24, 2016 fpam

14 April 2016 / Thursday [Full day]

FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Apply the basic financial planning concept
  2. Add value to clients investment plan
  3. Manage clients expectation in term of investment horizon and returns
  4. Use Rule of 72 and how to apply Practically
  5. Read Financial Statements from an Investor’s Point of View
  6. Apply Value Investing
  7. Use Portfolio Allocation and Portfolio Management

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

Fees:

Early Bird Special by 8th April 2016 – 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 April 2016

CE Course (Kuching): Investment Strategy and Asset Allocation in the Age of Zero Marginal Cost and Droidonomics | 19 March 2016

February 23, 2016 fpam

19 March 2016 / 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 impact of zero marginal cost business model in investment management and financial planning
  2. Identify the impact of droidonomics
  3. Identify the impact of artificial intelligence and quants on the financial industry
  4. Apply the robotic revolution on traditional and behavioral finance perspectives of investment decision making and their perspective on capital market expectations and the concept on portfolio construction
  5. Determine the asset allocation in droidonomics
  6. Identify the revolution and disruption of risk management
  7. Discuss the recent trilemma: the Fed, the World and Economic Pandora’s box

Venue: Pullman Hotel, Kuching Sarawak
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Phua Lee Kerk

Fees:

Early Bird Special by 5th March 2016 – RM 290 [FPAM Members]; RM 400 [Public]

Normal RM 340 [FPAM Members], RM 480 [Public]

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

CE Registration Form 19 March 2016_Kuching

CE Course (Kuching): Wealth Maximisation Through Tax Planning | 18 March 2016

February 23, 2016 fpam

18th March 2016, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Describe the structure of Malaysia tax system.
  2. Compare and list the differences between tax treatment accorded to capital and revenue items.
  3. Compare and differentiate tax planning practice around the world.
  4. Examine and detect businesses cash flow patterns and identify tax planning opportunities.
  5. Recognize and state the developments in tax exemptions offered by the Inland Revenue Board – Design and integrate tax exemptions benefits offer by the Inland Revenue Board into employee remunerations package.
  6. Identify and explain tax audit and investigation procedures
  7. Design and develop acceptable records keeping and compliance practice.

Venue: Pullman Hotel, Kuching Sarawak
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. KP Bose Dasan

Fees:

Early Bird Special by 11th March 2016 – RM 290 [FPAM Members]; RM 400 [Public]

Normal RM 340 [FPAM Members], RM 480 [Public]

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

CE Registration Form 19 Mar 2016

CE Course: Estate Planning for Muslims & Non-Muslims and Benefits of Setting up Hibah / Trust | 19 March 2016

February 22, 2016 fpam

19 March 2016 / Saturday [Full day]

FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points

Learning Outcome

By attending the course, participants will be able to:

  1. Define and describe the basics of a Will and a Trust for both Muslims and Non-Muslims
  2. Identify and differentiate Wills and Trust for both Muslims and Non-Muslims
  3. Identify the benefits of writing a Will and a Trust for both Muslims and Non-Muslims
  4. Identify the different tools to advise clients on Estate Planning and Business Succession Planning

Venue: Dewan Perdana, Bukit Kiara Equestrian & Country Resorts, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Ms. NurSabrina Soon Binti Abdullah

Fees:

Early Bird Special by 11th March 2016 – 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 19 March 2016

PUBLIC EDUCATION SEMINAR – Divorce: Issues & Implications | 27 Feb 2016

February 17, 2016 fpam

Calling all Sabah members!

Under FPAM Public Education Series, FPAM Sabah Chapter​ is organising a Seminar on the topic “Divorce: Issues & Implications”. Come hear it from 6 professional speakers on what to expect from such devastating life event, both emotionally and financially.

CLICK HERE for Event details & Registration

CE Course (Melaka): Wealth Maximisation Through Tax Planning | 12 Mar 2016

February 1, 2016 fpam

12 March 2016, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Describe the structure of Malaysia tax system.
  2. Compare and list the differences between tax treatment accorded to capital and revenue items.
  3. Compare and differentiate tax planning practice around the world.
  4. Examine and detect businesses cash flow patterns and identify tax planning opportunities.
  5. Recognize and state the developments in tax exemptions offered by the Inland Revenue Board – Design and integrate tax exemptions benefits offer by the Inland Revenue Board into employee remunerations package.
  6. Identify and explain tax audit and investigation procedures
  7. Design and develop acceptable records keeping and compliance practice.

Venue: Marvelux Hotel, Malacca
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. KP Bose Dasan

Fees:

Early Bird Special by 29th February 2016 – RM 212 [FPAM Members]; RM 265 [Public]

Normal RM 265 [FPAM Members], RM 318 [Public]

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

CE Registration Form 12 Mar 2016

CE Course (Ipoh): Looking Beyond Financial Statements – Investor’s Perspective | 5 Mar 2016

February 1, 2016 fpam

5 March 2016, Thursday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points

Learning Outcome

By attending the course, participants will be able to:

  1. Have sound understanding of critical financial numbers
  2. Have strong understanding of the main components of financial statements, usefulness and limitations
  3. Analyze the financial ratios to identify the company’s financial strength and weakness
  4. Assess the various key concern areas of the industry and its pointers to prospect
  5. Compare with the companies in the similar industry bench mark the company’s key performance
  6. Identify, analysis and select the various stock portfolios that well reflect his investment appetite, objectives and needs.

Venue: Ibis Style Hotel, Ipoh
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. James Oh

Fees:

Early Bird Special by 19th February 2016 – RM 212 [FPAM Members]; RM 265 [Public]

Normal RM 265 [FPAM Members], RM 318 [Public]

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

CE Registration Form 5 Mar 2016