CE COURSE (Penang) – Investment Strategy in the Dawn of Trump Era | 23 September 2017

August 23, 2017 fpam

23 September 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 behavior
  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 Gurney Resort Hotel & Residences, Penang
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. Phua Lee Kerk

Fees:

Early Bird Special by 4 September 2017 – RM 212.00 [FPAM Members]; RM 265.00 [Non-members]
Normal – RM 265.00 [FPAM Members], RM 318.00 [Non-members]
[The fee includes 6% of GST, seminar materials, buffet lunch and refreshments.]

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

Investment Strategy in the Dawn of Trump Era_Phua Lee Kerk_23 September 2017

Shall you need any further information, please do not hesitate to send e-mail to  events@fpam.org.my or call FPAM  office +603 7954 9500. 

CE COURSE (Perak) – Preparing an Estate Plan | 9 SEPTEMBER 2017

August 23, 2017 fpam

9 September 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: Symphony Suites Hotel Ipoh, Perak
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr.  Azhar Iskandar Hew

Fees:

Early Bird Special by 22 August 2017 – RM 212.00 [FPAM Members]; RM 265.00 [Non-members]
Normal – RM 265.00 [FPAM Members], RM 318.00 [Non-members]
[The fee includes 6% of GST, seminar materials, buffet lunch and refreshments.]

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

Preparing an Estate Plan_Azhar Iskandar_09 September 2017

Shall you need any further information, please do not hesitate to send e-mail to  events@fpam.org.my or call FPAM  office +603 7954 9500. 

CE COURSE (KL/Selangor) – Transforming Financial Planning Practice for Total Client Experience | 28 AUGUST 2017

August 10, 2017 fpam

28 August 2017, Monday [ Full day ]
FPAM: 10 CE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Setting the stage to begin the 1st meeting by establishing more trust than you thought possible
  2. Determining what the client values and is important in their life
  3. Knowing what to include in a financial plan and how to present it
  4. Establishing quality assurance in your client servicing according to best practices

Come meet John Page in person and learn how you can transform your financial planning practice to provide value for a total client experience. This is a one-time event as John is visiting KL to speak in the Annual Financial Planning Signature Conference (AFPSC) 2017.

Venue: Rafflesia 1, Sime Darby Convention Centre, 1A, Jalan Bukit Kiara 1, Bukit Kiara, 60000 Kuala Lumpur.
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. John Page

Fee:
FPAM Member : RM 212.00
Non-member : RM 265.00
[The fee includes 6% of GST, seminar materials, buffet lunch and refreshments.]

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

Transforming Financial Planning Practice for Total Client Experience_John Page_28 August 2017

Shall you need any further information, please do not hesitate to send e-mail to  marketing@fpam.org.my  or call FPAM  office +603 7954 9500. 

Remarks: This program submitted for SIDC approved.

Upcoming CE Workshop

August 8, 2017 fpam

Dear Members,

Kindly find the pdf attach below for our Upcoming CE Workshop in other states for your reference.

  1. To register, please click on http://www.fpam.org.my/fpam/category/ce-courses/
  2. To register online, please click on https://www.fpamonline.org.my/smvc/

Shall you need any further information, please do not hesitate to send e-mail to  events@fpam.org.my or call FPAM  office +603 7954 9500. 

Upcoming CE 2017_(As updated 10 August 2017)