TEA TALK (Melaka): Opportunities in Listed Derivatives | 13 July 2016

June 29, 2016 fpam

FPAM Thursday Tea Talk Series is now in Melaka! Save the date: 13th July 2016.

Is dealing in Listed Derivatives still a mystery to you? Derivatives, if “properly” handled, can bring substantial economic benefits. These instruments help to improve the management of market and credit risks. Very few people know how to participate in this marketplace thus missing out opportunities. In this tea talk session, Kenanga Deutsche Futures Sdn Bhd will unravel the mystery and present an overview and opportunities of the Derivatives markets.

Date: 13th July 2016 l Time: 2.00 – 5.30pm l Venue: Holiday Inn, Melaka l Speaker: Ms. Eunice Choo, Head of Futures Broking, Listed Derivatives of Kenanga Deutsche Futures Sdn Bhd

Click HERE for the Registration Form!

Congratulations to Excellence & Merit Award Winners and CFP Professionals 2015

June 24, 2016 fpam

FPAM is pleased to announce the Excellence and Merit Award winners for the CFP certification examinations in 2015.

The winners are not only the best students for their respective modules but have achieved the standards of excellence set by the Board.

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FPAM Ipoh Chapter General Meeting & Committee Election | 7 August 2016

June 20, 2016 fpam

Date : 7 August 2016 / Sunday

Time: 11.00 am – 1.30 pm

Venue: Kinta Riverfront Hotel, Jalan Lim Bo Seng, 30000 Ipoh, Perak

Click here for Detailed Notice
Click Here for Nomination Criteria
Click Here for Nomination Form
Click Here For Biodata Form

CE Course (Penang): Evaluate Your Clients Insurance Policies | 2 July 2016

June 17, 2016 fpam

2 July 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 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: Sunway Hotel Georgetown, Penang
Time: 9.00 am – 5.00 pm
Instructor/s: Ms. Irene Lee

Fees:

Early Bird Special: RM212.80 (FPAM member), RM265.00 (Non-member), Payment by 24th June 2016.

Normal – RM265.00 (FPAM member), RM318.00 (Non-member)

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

reg-ce-20160629 - Irene Lee

CE Course: Comprehending Market Behavior as Key to Educating and Connecting with Your Clients | 16 July 2016

June 14, 2016 fpam

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

Learning Outcome

Participants will be able to:

  1. Analyse price elasticity and its application to identify peaks/bottoms
  2. Apply secondary volume indicator to support the other indicators above for a more reliable analysis
  3. Analyse market volatility and determine a proper stop loss level using a dynamic indicator
  4. Develop a systematic approach to trading and making trading easier with the help of an excel software.

Venue: Dewan Perdana, Bukit Kiara Equestrian & Country Resort, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Joel See and Mr. Alwin Ng

Fees:

Early Bird Special: RM296.80 (FPAM member), RM424.00 (Non-member), Payment by 1st July 2016.

Normal – RM339.20 (FPAM member), RM477.00 (Non-member)

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

reg-ce-20160629 - Joel See

NOTICE OF 16TH ANNUAL GENERAL MEETING

June 3, 2016 fpam

16th Annual General Meeting

FPAM Logo

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

Click here to download the

1). Full Notice of the 16th Annual General Meeting
2). FPAM Annual Report 2015

By Order of the Board,

Paul Khoo Chuin Yuen
Honorary Secretary

Kuala Lumpur
Date: 3 June 2016

Notes:

Only Certified Members of the Association 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. No proxies are allowed.

CE Course (JB): Alternative Strategies for Investing in Equities for Financial Planners and Individuals| 16 July 2016

June 1, 2016 fpam

16 July 2016, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE 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: Ponderosa golf and Country Club, Taman Ponderosa, Johor Bahru, Johor
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Stanley Loh

Fees:

Special Promotional Price for this CE Course (to commemorate the reinstatement of the FPAM Johor Chapter)

Early Bird Special; RM 150 (FPAM Member), RM 200 (Non-members)

Payment by 11th June 2016

Normal (for this course) – RM180 (FPAM member), RM230 (Non-member)

The fee includes 6% of GST, seminar materials, buffet lunch and refreshments.

Normal Price
Early Bird Special; RM 212 (FPAM Member), RM 265 (Non-members)
Normal – RM 265 (FPAM Member), RM 318 (Non-members)
The fee includes 6% of GST, seminar materials, buffet lunch and refreshments

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

reg-ce-20160716 - Stanley Loh_JB