FPAM 17th Annual General Meeting

May 31, 2017 fpam

FPAM Logo
Annual General Meeting

NOTICE IS HEREBY GIVEN that the 17th 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, 17 June 2017 at 11.00 a.m. for the following purposes:
1. To receive the President’s Statement and Board of Governor’s report on the activities of the Association for the year ending 31 December 2016.
2. To receive the audited accounts of the Association for the year ending 31 December 2016.
3. To re-appoint Baker Tilly Monteiro Heng as the auditors and to authorize the Board to determine their remuneration.
4. To elect members of the Board of Governors
4.1 To elect  the following Charter Member Representatives to the Board of Governors:
4.1.1 Ms. Eunice Chan Chun Hei (representing Malayan Banking Berhad)
4.1.2 Mr. Paul Low Hong Ceong (representing Manulife Insurance Berhad)
5. Notification of increase in Financial Planning Standards Board (FPSB) Royalty Fees from RM150 to RM160.
6. To consider and if thought fit, pass the following Resolution:

Resolution 1: Constitution Clause 4.1

To revise the annual recertification fee from RM250 to RM260.

7. To consider and if thought fit, pass the following Resolution:
Resolution 2: Constitution Clause 3.2
THAT the Constitution of the Association be altered from five to six categories as follows:
3.2 There shall be six (6) categories of members of the Association:
(i) Certified Member – shall be open to all individuals who are:

a)        Certified Financial Planner (CFP) professionals only.

b)        those who hold both Certified Financial Planner (CFP) mark

and the Islamic Financial Planner (IFP) Certification.

(ii) iCertified Member – shall be open to all individuals who are qualified Islamic Financial Planner (IFP) licensee only.
(iii) Associate Member – shall be open to all individuals who are Associate Financial Planner (AFP) licensee.
(iv) Trade Member – shall be open to all students who are pursuing either, the Certified Financial Planner (CFP), AFP or IFP programmes sanctioned by the Association.
(v) Corporate Member – shall be open to all firms, companies institutions and associations dealing with financial planning services, financial products and/or related services in the financial sectors.
(vi) Charter Member – shall be open to all firms, companies institutions and associations dealing with financial planning services, financial products and or related services in the financial sectors that are willing to opt for this type of membership.
4.1 The annual subscription fee payable shall be as follows:
Type of Membership

Certified Member

Annual Subscription

 

 

 

iCertified Member

Annual Subscription

 

 

Associate Member

Annual Subscription

 

 

Trade Member

Annual Subscription

 

 

Corporate Member

Annual Subscription

 

 

Charter Member

Sponsored sum

 

Annual Subscription

 

 

 

 

Fee payable

 

RM260.00 (subject to approval of Resolution 1)

(Ringgit Malaysia Two Hundred and Sixty only)

 

RM210.00

(Ringgit Malaysia Two Hundred and Ten only)

 

 

RM150.00

(Ringgit Malaysia One Hundred and Fifty only)

 

RM50.00

(Ringgit Malaysia Fifty only)

 

 

RM1,000.00

(Ringgit Malaysia One Thousand only)

 

 

RM30,000.00

(Ringgit Malaysia Thirty Thousand only)

RM2,000.00

(Ringgit Malaysia Two Thousand only)

 

 

8.

 

To seek approval to allow the Board to make future revisions to subscription fees.

Resolution 3: Constitution Clause 4.1 (insert after Paragraph 3)

To seek approval from members for the above resolution without having to change the Constitution, provided that the following process is adhered to:

(a)

 

Board to propose revision of future annual subscription fee when deemed necessary.
(b)

 

proposed revision must be put to vote at AGM by Certified Members for acceptance.
(c)

 

upon acceptance, changes to be minuted in the Board of Governors’ meeting and announcement to be made to the members.
9. To transact any other ordinary business for which due notice shall have been given.

 

By Order of the Board

 

Paul Khoo Chuin Yuen

Honorary Secretary

Kuala Lumpur

Date: 26 May 2017

 

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 (KK) – EVALUATE YOUR CLIENTS INSURANCE POLICIES | 8 JULY 2017

May 24, 2017 fpam

8 July 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 the different types of insurance & what it meant to the planner
  2. Understand different companies policy documents & how it applies to your client situation
  3. What are the important information’s you should have when evaluating your client’s policies? Socso?
  4. Recommendations-when do you preserve and when do you cancel?
  5. Policies in place now, how to still keep the relationship warm.

Venue: Grandis Hotels and Resorts, Suria Sabah Shopping Mall, 1, Jalan Tun Fuad Stephen, 88000 Kota Kinabalu
Time: 9.00 am – 5.00 pm
Instructor/s: Ms. Irene Lee Yoke Leng

Fees:

Early Bird Special by 30 June 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:

Registration Form Irene Lee 8 July 2017 (KK)

BURSA-FPAM JOHOR CHAPTER MORNING BREAKFAST TALK | FUTURES TRADING STRATEGIES | 24 MAY 2017

May 9, 2017 fpam

24 May 2017, Wednesday
FPAM: 2 CE Points

Venue: Ponderosa Golf and Country Club, Taman Ponderosa, Johor Bahru
Time: 9 am – 12 pm

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 morning breakfast talk, Bursa Malaysia Derivatives Berhad and Kenanga Deutsche Futures Sdn Bhd will unravel the mystery and present an overview and opportunities of the Derivatives markets.

Discussion Outline

 Overview of Malaysian Listed Derivatives

 Understanding Listed Derivatives

 Mechanics of Listed Derivatives

 How to Get Started?

 

Fees:

FPAM Member – RM 10 

Non-FPAM Member – RM 15

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

Registration Form Morning Breakfast Talk

CE COURSE (JB) | New Retirement Realities | 15 July 2017

May 2, 2017 fpam

 

15th July 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 the World Bank’s 5-Pillar Retirement Model and outline the roles played by EPF and the relatively new PRS option.
  2. Explain why the usual advice of saving 10% of income is insufficient to meet the retirement funding needs of most adults.
  3. Identify the options facing working adults who will eventually enter retirements marked by lack, balance or abundance.
  4. Explain the evolutionary development of money and the need for professionals to be vigilant against attempts at Money Laundering.
  5. Identify trends affecting 21st century retirees such as the desire to stay gainfully employed by creating a new career arc, and to be willing and able to pay top dollar for extreme activities that are physically challenging and wealth consuming, which within two decades will include space tourism!
  6. Explain the key differences between capital preservation and capital liquidation retirement funding models.

Venue: Ponderosa Golf and Country Club, Taman Ponderosa, Johor Bahru
Time: 9.00 am – 5.20 pm
Instructor/s: Mr. Rajen Devadason

Fees:

Early Bird Special by 1st July 2017 – RM 212.00 [FPAM Members]; RM 265.00 [Public]

Normal – RM 365.00 [FPAM Members], RM 318.00 [Public]

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

Registration Form Rajen Devadason

CE COURSE (KL) – Evaluate Your Clients Insurance Policies | 15 June 2017

May 2, 2017 fpam

15th June 2017, Thursday [ 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
  2. Understand different companies policy documents & how it applies to your client situation
  3. What are the important information’s you should have when evaluating your client’s policies? Socso?
  4. Recommendations-when do you preserve and when do you cancel?
  5. Policies in place now, how to still keep the relationship warm.

Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, Kuala Lumpur
Time: 9.00 am – 5.00 pm
Instructor/s: Ms. Irene Lee Yoke Leng

Fees:

Early Bird Special by 1st June 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:

Registration Form Irene Lee

CE COURSE (KL) – Family Controlled PLC – Succession Planning Challenges | 25 MAY 2017

May 2, 2017 fpam

25th May 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 the challenges of succession planning for family controlled public listed company.
  2. Analyze the family demography and the core complexity that contribute to the family dispute.
  3. Develop a structured approach to engage clients for Fee Based Financial Planning and to establish a formal working relationship.
  4. Identify the best structure that enable the founder to pass the baton through generation.
  5. Recognize the Risk Management needs and develop a Risk Management Plan for Individuals and Families.

Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, Kuala Lumpur
Time: 9.00 am – 5.00 pm
Instructor/s: Ms. NurSabrina Soon Binti Abdullah

Fees:

Early Bird Special by 5th May 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:

Registration Form Sabrina Soon

CE COURSE (KUCHING) – INVESTMENT STRATEGY in the DAWN of TRUMP ERA | 13 MAY 2017

May 2, 2017 fpam

13th May 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 the impact of Trump’s policies
  2. Relate market and economic cycles to investment performance and determine the best strategies and portfolio structure
  3. Identify the impact of asset classes behaviour
  4. Determine the asset allocation in various scenarios of Trump’s policies
  5. Identify the risk to capital markets
  6. Discuss the recent trilemma: the Fed, the World and Economic Pandora’s box;

Venue: The Waterfront Hotel, Kuching, Sarawak
Time: 9.00 am – 5.00 pm
Instructor/s: Mr. Phua Lee Kerk

Fees:

Early Bird Special by 8th May 2017 – RM 300.00 [FPAM Members]; RM 400.00 [Public]

Normal – RM 350.00 [FPAM Members], RM 450.00 [Public]

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

Registration Form Phua Lee Kerk