FINANCIAL PLANNING SYMPOSIUM 2017 (KL) – GLOBAL EXPERIENCES IN FINANCIAL PLANNING & ADVICE | 21 APRIL 2017

January 20, 2017 fpam

21st April 2017, Friday [ Full day ]
 
FPAM: 10 CE Points
SIDC: 10 CPE Points
FIMM: 8 CPD Points
MPFC: 6 CPD Hours
FPSB India: 5 CEP Points

 
Learning Outcome
 
Participants will be able to:

1. understand how different countries work with respective regulators in building the financial planning profession
2. learn the different models in financial planning, the challenges and success with each model
3. be aware of new developments of fintech globally
4. have better knowledge on the experiences of Islamic Financial Planning in different countries
5. have an insight into what are the requirements in running a family office

 
Venue: Securities Commission, KL
Time: 8.30 am – 5.30 pm

 
Speakers:

Panel 1: Building a Profession in a Product Regulation Environment: The Global View

Panelists:
1. Paul Grimes, CFP (Ireland – Principal of Grimes International, CEO of FPSB Ireland)
2. Dawn Hawley, CFP (Canada – Chairperson of Financial Planning Standards Council)
3. Gerhardt Meyer, CFP (South Africa – FPSB Board of Director)

Moderator:
Rajen Devadason, CFP (Malaysia – Licensed Financial Planner at Manulife Asset Management)
 

Panel 2: The Future Financial Planning Practice – Big Firm, Independent Practice or Both?

Panelists:
1. Barry Horner, CFP (United Kingdom – CEO of Paradigm Norton, FPSB Board Member)
2. Neil Kendall, CFP (Australia – MD of Tupicoffs, Chairman of Financial Planning Association)
3. Nancy Kistner, CFP (USA – MD & Wealth Planning Solutions Market Director at US Trust, Bank of America Private Wealth Management, Chairperson of CFP Board’s Women’s Initiative)

Moderator:
Mark O’Dell, LLU, ChFC (Malaysia – Group CEO/ Executive Director at Manulife Holdings Bhd)
 

Panel 3: Fintech and the Future of Financial Planning – Financial Planners & Robo Advisors

Panelists:
1. Neil Kendall, CFP (Australia – Managing Director of Tupicoffs, Chairman of Financial Planning Association)
2. Godfrey Nti, CFP (South Africa – CEO of Financial Planning Institute of South Africa)
3. Ulf Mannhardt, CFP (Brazil – Director of PLANEJAR)

Moderator:
Dinesh Virik, CFP (Malaysia – MD at Novagni Analytics & Advisory)
 

Panel 4: Islamic Financial Planning & Wealth Management – Importance & Relevance Today

Panelists:
1. Sani Hamid, CFP (Singapore – Director of Financial Alliance Pte Ltd)
2. Tri Djoko Santoso, CFP (Indonesia – Chairman of FPSB Indonesia)
3. Catherine Khoo, CFP, IFP (Malaysia – Licensed Financial Planner at CWA Malaysia)

Moderator:
Puan Sharifatul Hanizah, CFP (Malaysia – CEO at Securities Industry Development Corporation)

 

Panel 5: Running a Family Office – The Inside Story

1. Mari Emmanouillides, CFP (Brazil – CEO of Taler Group, FPSB Board of Director)
2. Dr Mohar Yusof, CFP (Malaysia – Head of Family Office & Islamic Financial Planning Unit at Blueprint Planning)

Moderator:
Haji Abdul Aziz Peru (Malaysia – CEO at as-Salihin Trustee Bhd)

 
Fees:

Early Bird Special by 3rd April 2017 – RM 318.00 [FPAM Members]; RM 350.00 [Public]

Normal – RM 350.00 [FPAM Members], RM 400.00 [Public]

Group Rate (Minimum 3 pax) – RM 300.00 per pax [FPAM Members], RM 318.00 per pax [Public]

 

For FPAM Member’s Online Registration
Kindly Activate Account for First Time Log-in

FPAM Member's Online Registration

 

For Public’s Online Registration, please click on the link

Public's Online Registration

 

Please click on the link below for the E-Flyer & Registration Form:

Symposium Flyer March 2017