CE Course (KK): Alternative Strategies for Investing in Equities for Financial Planners and Individuals| 12 Nov 2016

October 25, 2016 fpam

12 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. 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: Hotel Grandis, Kota Kinabalu, Sabah
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Stanley Loh


Early Bird Special by 7th November 2016 – RM 300.00 [FPAM Members]; RM 400.00 [Public]

Normal RM 350.00 [FPAM Members], RM 450.00 [Public]
The fee includes 6% of GST, seminar materials, buffet lunch and refreshments

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



October 25, 2016 fpam


DENVER, CO – 24 OCTOBER 2016 – At a meeting in Amsterdam last week, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, named new leaders for its Board of Directors, FPSB Council and various forums.

“I am humbled by, and grateful for, the level of passion and commitment the global financial planning community demonstrates when it comes to leading and shaping the future of our profession,” said Sanjay Sachdev, CFP, FPSB Board Chairperson. “Our vision to establish financial planning as a global profession, with the CFP marks its symbol of excellence, is no small undertaking. But with the caliber and focus of the leaders we have within the FPSB network, I’m confident that we will achieve our goals and make the lives of millions of consumers better by our efforts.”

FPSB’s Board of Directors elected Barry Horner, CFP, (United Kingdom) as 2017 FPSB Board Chairperson-elect, supporting Pamela Packard, CPA (U.S.), who will serve as 2017 FPSB Board Chairperson. The Board also named Kimmis Pun, CFP, (Singapore) to a four-year CFP professional position on the FPSB Board, and is searching for a technology strategist to fill the remaining open position on the FPSB Board. All terms are effective 1 April 2017.The FPSB Council re-elected FPA Australia Chairperson Neil Kendall, CFP, to serve as the 2017 FPSB Council Chairperson, effective 1 January 2017. Mr. Kendall will also serve ex officio as chairperson of FPSB’s Member Advisory Group.

The FPSB Council elected three at-large representatives to serve on FPSB’s Member Advisory Group, one for a one-year term – Ulf Mannhardt, CFP, (Brazil) – and two for two-year terms – Paul Grimes, CFP, (Ireland) and Marc van Poeteren (the Netherlands). All terms are effective 1 January 2017. The FPSB Council elected three at-large representatives to serve on FPSB’s Chief Executives Committee, two for a one-year term – Paul Grimes, CFP, (Ireland) and Margie Djajakusuma (Indonesia) – and one for a two-year term – Ruud Polet (the Netherlands).The FPSB European Forum elected Federatie Financieel Planners Chairperson Marc van Poeteren (the Netherlands) to a two-year position as FPSB European Forum Chairperson, effective 1 January 2017. Institute of Financial Advisers Chairperson Michael Dowling, CFP, (New Zealand) will serve the remainder of his two-term as FPSB Asia-Pacific Forum Chairperson, ending 31 December 2017.

FPSB Board of Directors: The FPSB Board is made up of volunteer members from Australia, Brazil, China, India, Singapore, South Africa, the United Kingdom and the United States, as well as FPSB Ltd.’s chief executive. For more information, click here.

FPSB Council: The FPSB Council is made up of representatives from FPSB Members who act as an advisory and consulting body to the FPSB Board of Directors, with the power to vote on various matters involving the FPSB network.

FPSB Member Advisory Group: The MAG is made up of the FPSB Council Chairperson, the FPSB Chief Executives Committee Chairperson, the Chairpersons of each of the FPSB Mature, Developing and Launching Markets Forums, all of whom serve ex officio, and three at-large representatives chosen by the FPSB Council.

FPSB Chief Executives Committee: The Chief Executives Committee is made up of the top seven financially contributing FPSB Member chief executives (U.S., Japan, Canada, China, Australia, Hong Kong, South Africa), three Member chief executives chosen by the FPSB Council and the FPSB Ltd. chief executive.

European Forum: The FPSB European Forum is made up of leaders of FPSB member organizations in Austria, France, Germany, Ireland, the Netherlands, Switzerland, Turkey and the U.K. who coordinate promotion of financial planning and CFP certification in Europe.

Asia-Pacific Forum: The FPSB Asia-Pacific Forum is comprised of the leaders of FPSB member organizations in Australia, China, Chinese Taipei, Hong Kong, India, Indonesia, Japan, Malaysia, New Zealand, Republic of Korea, Singapore and Thailand who coordinate promotion of financial planning and CFP certification in the Asia-Pacific region.

About FPSB
FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo mark – which it owns outside the United States. FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2015, there were 161,821 CFP professionals worldwide. For more, visit fpsb.org.

FPAM Johor Chapter Inaugural Networking and Appreciation Night 2016 | 11 November 2016

October 14, 2016 fpam

Dear Members,

Financial Planning Association of Malaysia (FPAM) Johor Chapter will be holding its Inaugural Networking and Appreciation Night on 11 November 2016 with a mission 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.

The organizing committees would like to take this opportunity to encourage all members to join us to network with like minded professionals who can share ideas to help expand and grow each other’s practices.

Event: FPAM Johor Chapter Inaugural Networking and Appreciation Night 2016

Date: 11 November 2016

Time: 6.00pm – 10.00pm

Venue: Ponderosa Golf Club Resort, Taman Ponderosa, Johor Bahru.

Cost: (inclusive of GST): RM55.00 for FPAM Members and RM60.00 for Non Members

Dress Code: Business attire / Smart Casual

Tentative Program

6.00 pm : Arrival of Guest & Networking
7.00 pm : Welcome Address by Pro Tem Chapter Chairman, Mr Patrick Teng.
7.10 pm : Presentation on- Small Debt Reduction Scheme (“SDRS”) by Bank Negara Malaysia, Speaker – Mr. K. B. Ng
7.55 pm : Dinner
8.00 pm : Presentation on “What is the Future of Financial Planners” by Mr. Nicholas Chu, Board of Governor, FPAM
8.25 pm : Presentation of Letter of Appreciation to Speakers
8.30 pm : Presentation on “Malaysia Financial Planning Landscape” and FPAM update: by Ms. Linnet Lee, CEO, FPAM
9.30 pm : Announcement of 40 members eligible to attend Education Program Sessions on International Trade hosted by Ministry of International Trade and Industry (“MITI”).
9.45 pm : Group Photos
10.00pm : Networking Ends.

For the event flyer, please click here.

For the registration form, please click here and kindly fill up the form and return it to us at johorchapter@fpam.org.my” latest by 8 November 2016.

We hope to see you there!