CE Course (Kuching) – Investment Planning in the Current Economic Climate | 21 May 2016

April 28, 2016 fpam

21 May 2016, 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: Abell Hotel, Kuching, Sarawak
Time: 9.00 am – 5.00 pm
Instructor/s: Mr Wee Hun Been

Fees:

Special Offer; RM 300. (FPAM Member), RM 400. (Non-members)
Payment by 16th May 2016[Public]

Normal Fee includes 6% of GST, seminar materials, buffet lunch and refreshments[Public]

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

reg-ce-20160521 - Wee Hun Been_Sarawak

Inaugural Annual Financial Planning Signature Conference (AFPSC2016) | 26 May 2016

April 27, 2016 fpam

INTRODUCTION

Jointly organised by FPAM (Financial Planning Association of Malaysia), MFPC (Malaysian Financial Planning Council), AFA (Association of Financial Advisers) and MFPAA (Malaysian Financial Planners and Advisers Association), the inaugural Annual Financial Planning Signature Conference 2016 (AFPSC2016) will be an annual gathering of key players and practitioners in the financial planning profession.

The theme “Building Trust for Lifetime Clients” aims to stregthen Professional Standards, Ethics and Integrity to help licensed financial planners build better consumer confidence. This will enhance clients’ acceptance of the financial planning profession and nurture longer term relationship for mutual benefits.

Target Participants/Presenters:

·    Practising Financial Planners/Advisers

·    Financial Planning Consultants

·    Insurance/Takaful Advisers

·    Regulators

·    Legal Practitioners

·    Academicians and Educators

·    Other Securities Industry Professionals

Click HERE for the Programme and Registration Form

PROVISIONAL NOTICE – 16TH FPAM AGM

April 25, 2016 fpam

FPAM Logo

To:  Certified Members and Charter Members,

 

PROVISIONAL NOTICE OF THE 16TH ANNUAL GENERAL MEETING OF THE FINANCIAL PLANNING ASSOCIATION OF MALAYSIA

 

NOTICE IS HEREBY GIVEN that the 16th Annual General Meeting of the Financial Planning Association of  Malaysia will be held on Saturday, 25 June 2016 at 11.00 a.m. at Berjaya Hall, Bukit Kiara Equestrian & Country Resort, Jalan Bukit Kiara, Off Jalan Damansara, 60000 Kuala Lumpur.

 

By Order of the Board

 

Paul Khoo

Honorary Secretary

 

25 April 2016

 

Note:

Only Certified Members who have fully paid all fees payable in respect of their membership before the date of the Annual General Meeting are entitled to attend and vote at the Annual General Meeting.

 

CE Course (KK) – Estate Planning for Muslims & Non-Muslims and Benefits of Setting up Hibah / Trust | 21 May 2016

April 21, 2016 fpam

21 May 2016, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

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

Venue: Hotel Grandis, Kota Kinabalu, Sabah
Time: 9.00 am – 5.00 pm
Instructor/s: Ms NurSabrina Soon Binti Abdullah

Fees:

Early Bird Special by 1st May 2016 – RM 300.00 [FPAM Members]; RM 400.00 [Public]

Normal RM 350.00 [FPAM Members], RM 450.00 [Public]

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

CE (KK) Registration Form_21 May 2016

CE Course (KK) – Investment Planning in the Current Economic Climate | 20 May 2016

April 21, 2016 fpam

20 May 2016, Friday [ 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: Hotel Grandis, Kota Kinabalu, Sabah
Time: 9.00 am – 5.00 pm
Instructor/s: Mr Wee Hun Been

Fees:

Early Bird Special by 1st May 2016 – RM 300.00 [FPAM Members]; RM 400.00 [Public]

Normal RM 350.00 [FPAM Members], RM 450.00 [Public]

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

CE (KK) Registration Form_20 May 2016

CE Course : Comprehensive Tax Workshop for Financial Planners and Individuals | 14 May 2016

April 21, 2016 fpam

14th May 2016, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Identify tax law updates for 2016
  2. Answer the tax questions and resolve the tax problems that arise in everyday business and personal transactions
  3. Recognize the legal tax deductions and exemptions businesses and individuals may claim
  4. Effectively and accurately complete business and individual tax returns
  5. Communicate to clients how life changes may affect their tax situation

Venue: Bilik Kiara, Kelab Golf Perkhidmatan Awam (KGPA), Bukit Kiara, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Kong Kim Heng

Fees:

Early Bird Special by 6th May 2016 – RM 296.80 [FPAM Members]; RM 424.00 [Public]

Normal – RM 339.20 [FPAM Members], RM 477.00 [Public]

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

CE Registration Form 14 May 2016

THURSDAY TEA TALK: 6-Figure Recurring Income with 50 Clients| 28 April 2016

April 12, 2016 fpam

FPAM Thursday Tea Talk Series are back for year 2016! Save the date: 28th April 2016.

Financial Planning profession has been around for over 15 years here in Malaysia and many talk about the opportunities it offers. However, very few financial planners have successfully turned their expertise into a profitable and sustainable practice.

Date: 28 April 2016 l Time: 2.00 – 5.00pm l Venue: iFAST Training Room l Speaker: Mr Yap Ming Hui

Click HERE for the Registration Form!

 

FPAM Ipoh Chapter 14th Annual Dinner and Networking Nite 2016 | 22 April 2016

April 11, 2016 fpam

Dear Members,

Financial Planning Association of Malaysia (FPAM) Ipoh Chapter turns 14 this year. As we are approaching second decade of our establishment, we continue to uphold FPAM’s vision, which is to establish financial planning as recognised profession through the promotion of excellence in financial planning for the benefit of all Malaysians.

In order to expedite the recognition process by the public and realise our vision, we believe in collaborating  with other professionals in accounting, tax, secretarial and legal services to synergise our professional expertise. Moreover, the collaboration will also help the financial and legal professionals to add value to their clients’ life.

In conjunction with FPAM Ipoh Chapter’s Annual Dinner and Networking Night, our organising committees would like to take this opportunity to encourage all members to join us to explore and unleash the potential of professional collaboration. This event will be an opportunity to network with like minded professionals who can share ideas to help expand and grow each other’s practices.

Event: FPAM Ipoh Chapter 14th Annual Dinner & VCT Networking Nite 2016
Date: 22 April 2016
Time: 6.30pm – 9.30pm
Venue: Level 6, MH Hotel, Ipoh (PT 212695B,, Jalan Medan Ipoh 1a, Medan Ipoh Bistari, 31400 Ipoh, Perak)
Cost: RM80 per pax
Dress Code: Smart Casual

Program
6.30pm    Guests arrival
7.00pm    FPAM Ipoh Chapter Chairman welcoming address
7.10pm     Dinner served
7.55pm     Keynote presentation 1
Topic: Opportunities in Professional Collaboration
Ms. Linnet Lee – Chief Executive Officer, Financial Planning Association of Malaysia
8.15pm     Keynote presentation 2
Topic:       Navigating the Legal Minefield
Ms. Cynthia Lian – Partner, Shearn Delamore & Co
8.35pm     Game: Case study and open networking (please bring along business cards)
9.30pm     End

For the event flyer, please click here.

For the Keynote Presentation 1 speakers’ profile, please click here.

For the Keynote Presentation 2 speakers’ profile, please click here.

For the registration form, please click here and kindly fill up the reply form and return it to us at ipohchapter@fpam.org.my latest by 18 April 2016.

We hope to see you there!

CE Course (Ipoh): The Anti-Money Laundering, Anti-Terrorism Financing & Proceeds of Unlawful Activities Act 2001 – Your Role & Responsibilities | 7 May 2016

April 5, 2016 fpam

7th May 2016, 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: Symphony Suites Hotel, Ipoh
Time: 9.00 am – 5.00 pm
Instructor/s: Mdm Koid Swee Lian

Fees:

Early Bird Special by 22nd April 2016 – RM 212.00 [FPAM Members]; RM 265.00 [Public]

Normal – RM 265.00 [FPAM Members], RM 318.00 [Public]

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

CE Registration Form 7 May 2016