FPAM JOHOR CHAPTER TEA TALK: OFFSHORE INSURANCE | 23 SEPTEMBER 2016

August 29, 2016 fpam

FPAM Johor Chapter Tea Talk Series on Offshore Insurance on 23 September 2016.

Introduction and Benefits of Offshore Insurance and How You Can Diversify Your Wealth with Offshore Insurance Opportunities
( By Archipelago Life Insurance Limited [ Company Number LL09829, License Number IS2013141]and Hansard International Limited [Company Number LF06823 , License Number IS200996 ] in collaboration with Phillip Wealth Planners Sdn Bhd. )

Date: 23 September 2016 l Time: 2.00 – 5.00pm l Venue: Hop Sing II, Ponderosa Golf and Country Club, Taman Ponderosa, Johor Bahru l Speaker: Ms. Hiromi Pua – Archipelago Life Insurance Limited and Mr. Kenny Suen – Hansard International Limited

Click Here for the Registration Form!

 

FPAM CE COURSE (IPOH) – CORPORATE GOVERNANCE FOR INVESTMENT AND FINANCE PROFESSIONALS | 3RD SEPTEMBER 2016

August 22, 2016 fpam

3rd September 2016, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

    1. Understanding the general framework of corporate governance.
    2. Knowing how different governance mechanism within this framework functions and what it achieves.
    3. Able to place the mechanisms in their legal and regulatory context.
    4. >Apply good corporate governance practices at their work place.

Venue: Symphony Suites Hotel, Ipoh
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Vergis Mathew

Fees:

Early Bird Special by 30th August 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 Vergis Mathew 3rd Sept 2016

CE COURSE (KL) – THE ANTI-MONEY LAUNDERING, ANTI-TERRORISM FINANCING & PROCEEDS OF UNLAWFUL ACTIVITIES ACT 2001 – YOUR ROLE & RESPONSIBILITIES| 15TH DECEMBER 2016

August 11, 2016 fpam

15th December 2016, Thursday [ 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 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 Resort, KL
Time: 9.00 am – 5.00 pm
Instructor/s: En. Mohammad Ridzuan Abdul Aziz

Fees:

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

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

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

reg-ce-20161512 - Ridzuan Aziz

CE COURSE (KL) – FROM AN AGENT TO FEE FOR SERVICE FINANCIAL ADVISOR | 19TH NOVEMBER 2016

August 11, 2016 fpam

19th November 2016, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

1. To define financial and investment planning needs of the middle class
2. To develop solution to meet the financial and investment planning needs of the middle class
3. Identify and match the systems and tools required for fee for service financial planning process
4. Develop a script to attract the prospective client’s attention effectively
5. Summarise the critical success factors for a successful fee for service financial advisory business

Venue: Dewan Perdana, Bukit Kiara Equestrian & Country Resort, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Yap Ming Hui

Fees:

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

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

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

reg-ce-20161119- Yap Ming Hui

CE COURSE (KL) – INTRODUCTION TO ALTERNATIVE INVESTMENTS (A.I) | 20TH OCTOBER 2016

August 11, 2016 fpam

20th October 2016, Thursday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

1. Discuss what alternative investments are, and understand their basic characteristics compared to traditional investments such as unit trust funds, and others.

2. Identify the major classes of alternative investments such as hedge funds, private equity, managed futures, structured products and real estate.

3. Analyse the risk and return involved with these alternative investments vis-à-vis traditional investments.

4. Explain to clients, the differences between alternative investments vs. traditional investments which include parameters such as: performance objectives, leverage, market returns correlation, liquidity and fees.

Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Chris Gan Choon Hian

Fees:

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

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

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

reg-ce-20161020- Chris Gan

CE COURSE (KL) – PRACTICAL APPLICATION IN USING REITS AS ALTERNATIVE PROPETY INVESTMENTS|24TH SEPTEMBER 2016

August 11, 2016 fpam

24 SEPTEMBER 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 terminologies and fundamentals in REIT investing.
2. Distinguish the different classes of REITs by its structures and underlying assets.
3. Analyze the advantages and limitations in REIT investment compared to direct property investment.
4. Explain the analysis & valuation method for profitable and sustainable REIT investing.
5. Construct a defensive REIT investment portfolio for cash flow generating retirement planning, regardless of market cycle.

Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Lieu Ching Foo

Fees:

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

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

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

reg-ce-20160924 - CF Lieu

CE COURSE (KL) – FINANCIAL PLANNING FROM A SHARIAH PERSPECTIVE | 18TH AUGUST 2016

August 9, 2016 fpam

18 August 2016, Thursday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Explain the fundamentals and major components of financial planning
  2. Define Shariah perspective on wealth
  3. Contrast the differences between conventional and Islamic financial planning
  4. Identify the major components of Islamic financial planning
  5. Explain Islamic investment planning, zakat and tax planning
  6. Explain retirement planning and Islamic estate planning
  7. Explain risk management and takaful planning
  8. Examine the industry outlook and regulatory framework
  9. Illustrate the latest Simpanan Shariah system for EPF members

Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Ms. Aida Mosira Mokhtar

Fees:

Early Bird Special: RM296.80 (FPAM member), RM424.00 (Non-member), Payment by 15 August 2016.

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

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

reg-ce-20160818 - Aida Mokhtar_15 August 2016/a>

CE Course (Miri) – Investment Planning in the Current Economic Climate | 13 August 2016

August 1, 2016 fpam

13 August 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: Dynasty Hotel, Miri, Sarawak
Time: 9.00 am – 5.00 pm
Instructor/s: Mr Wee Hun Bee

Fees:

Special Offer; RM 300. (FPAM Member), RM 400. (Non-members)
Payment by 5th August 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_Miri Sarawak