CE COURSE (KL) – COMPREHENSIVE TAX WORKSHOP FOR FINANCIAL PLANNERS & INDIVIDUALS | 25 MARCH 2017

December 27, 2016 fpam

25th March 2017, 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 2017
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: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Kong Kim Heng

Fees:

Early Bird Special by 1st March 2017 – RM 300.00 [FPAM Members]; RM 425.00 [Public]

Normal – RM 340.00 [FPAM Members], RM 480.00 [Public]

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

reg-ce-20170325-kong-kim-heng

CE COURSE (JB) – WEALTH MAXIMIZATION THROUGH TAX PLANNING | 25 FEBRUARY 2017

December 27, 2016 fpam

25th February 2017, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE 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: Ponderosa Golf and Country Club, Taman Ponderosa, Johor Bahru, Johor
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. KP Bose Dasan

Fees:

Early Bird Special by 1st February 2017 – 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:

reg-ce-20170225-bose-dasan

CE COURSE (KL) – ADVISORY SKILLS IN FINANCIAL PLANNING PRACTICE | 25 FEBRUARY 2017

December 27, 2016 fpam

25th February 2017, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

1. Change from financial product sales service to financial advisory practice, and eventually have the
confidence to practice financial planning
2. Apply the required foundation and mind set to upgrade level of practice
3. Employ needs-based practice and convert from stereotypical sales idea practice – from pure product
sales to financial advisory practice
4. Apply risk management method in various segmented financial advisory services
5. Apply alternative advisory knowledge to enhance quality of financial advice
6. Demonstrate skills of implementing products suitability and action plan
7. Apply the skills of financial diagnosis and coaching in holistic financial planning practice
8. Recognise and apply FPAM member’s Code of Ethics and Professional Responsibility in financial
planning practice

Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Teoh Hock Geh

Fees:

Early Bird Special by 1st February 2017 – RM 300.00 [FPAM Members]; RM 425.00 [Public]

Normal – RM 340.00 [FPAM Members], RM 480.00 [Public]

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

reg-ce-20170225-gavin-teoh

CE COURSE (KL) – PREPARING AN ESTATE PLAN | 21 JANUARY 2017

December 27, 2016 fpam

21st January 2017, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

1. Identify suitable estate planning instruments and features of each instruments to be used for each of the cases
2. Analyze the different estate planning instruments involved, its advantages and disadvantages
3. Explain the differences in each of the estate planning instruments to be used and why it is being used for a particular case
4. Understand and analyze the information given by the client for an estate plan to be drawn up
5. Identify the funding requirements for an effective estate plan to be implemented

Venue: Bilik Kiara, Kelab Golf Perkhidmatan Awam (KGPA), Bukit Kiara, KL
Time: 9.00 am – 5.00 pm
Instructor/s: En. Azhar Iskandar Hew

Fees:

Early Bird Special by 13th January 2017 – RM 300.00 [FPAM Members]; RM 425.00 [Public]

Normal – RM 340.00 [FPAM Members], RM 480.00 [Public]

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

reg-ce-20170121-azhar-iskandar-1