CE Workshop (KL/Sel) | MY ESTATE: ADMINISTRATION OF AN ESTATE/ TRUST AND PLANNING FOR THE NEXT GEN$ | 18 August 2018

February 27, 2018 fpam

18 August 2018, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Define and describe the basics of a Will and a Trust for both Muslims and Non-Muslims
  2. Identify and differentiate Wills and Trust for both Muslims and Non-Muslims
  3. Identify the benefits of writing a Will and a Trust for both Muslims and Non-Muslims
  4. Identify the different tools to advise clients on Estate Planning and Business Succession Plannin

Venue: Sime Darby Convention Centre
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Ms. Nur Sabrina Soon Binti Abdullah

Fees:

Early Bird Special by 10 August 2018 – RM 285.00 [FPAM Members] ; RM 405.00 [Non-members]
Normal – RM 325.00 [FPAM Members], RM 455.00 [Non-members]
[The fee includes 6% of GST, workshop materials, lunch and refreshments.]

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

CE_180818_KL_My Estate Administration of an EstateTrust and Planning

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 Workshop (Perak) | Aging Well Financially & Growing Old with Dignity | 30 June 2018

February 27, 2018 fpam

30 June 2018, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Identify areas of concern for individual client with regards to their retirement and old age needs
  2. Identity the various determinants to stay active during old age (the determinants of active aging)
  3. Identify and analyse the various aspects of old age living
  4. Identify and quantify the funding requirements to formulate a total solution for active aging
  5. Develop a systematic approach for total solution of old age planning

Venue: M Roof Hotel, Ipoh
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Ms. Evonne Chen

Fees:

Early Bird Special by 22 June 2018 – RM 205.00 [FPAM Members] ; RM 255.00 [Non-members]
Normal – RM 255.00 [FPAM Members], RM 305.00 [Non-members]
[The fee includes workshop materials, lunch and refreshments.]

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

CE_300618_Perak_Aging Well Financially & Growing Old with Dignity

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 / Yong Hiew Leng at 012 5282 082 / Kathryn Lam at 012-5079 093

 

CE Workshop (KL/Sel) | Investing For Life Goals – A Portfolio Perspective | 28 April 2018

February 27, 2018 fpam

28 April 2018, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Demonstrate essential needs of investment planning as a management pillar of financial planning
  2. Explain and advise more effectively on the various financial products features to suit the needs of both existing and potential customers
  3. To understand the different asset classes and their expected returns
  4. Apply the portfolio building concepts to build investment portfolios that meet clients’ financial goals

Venue: Sime Darby Convention Centre
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. Thomas Chan

Fees:

Early Bird Special by 20 April 2018 – RM 300.00 [FPAM Members] ; RM 425.00 [Non-members]
Normal – RM 340.00 [FPAM Members], RM 480.00 [Non-members]
[The fee includes 6% of GST, workshop materials, lunch and refreshments.]

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

280418_FPAM CE Workshop – Investing For Life Goals – A Portfolio Perspective

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. 

Nomination for FPAM Sabah Committee Members | 14 April 2018

February 21, 2018 fpam

FPAM Logo

We are pleased to inform that FPAM Sabah Chapter General Meeting will be held on Saturday, 14 April 2018 at 9:00am at Celyn Hotel, City Mall, S-0-30, Jalan Lintas, 88300 Kota Kinabalu, Sabah.

We are now inviting nomination of candidates for election to the Chapter Committee for the coming term.

Please peruse carefully the documents which include an outline of the requirement for the election of new Chapter Committee members. The documents are available on our website.

All candidates whose memberships are current are entitled to nominate their candidate to the Chapter Committee. Only Certified members who have fully paid all fees payable in respect of membership up to thirty (30) days before the date of the meeting are allowed to attend and vote at FPAM Sabah Chapter General Meeting.

All nominees must submit the duly completed nomination forms to FPAM by 7 March 2018.

 

Yours faithfully,

Financial Planning Association of Malaysia

 

Tang Wee Hen

Honorary Secretary

 

Notes:

1. NO proxy is allowed

Agenda

8:30 am – Registration

9.00 am – Talk No: 1

Tea Break

10.00 am – Talk No: 2

11.00 am – AGM

Nomination Notice KK 2018 60 Days

NOMINATION CRITERIA

Form I Nomination Form 2018

Form II Biodata Form 2018

CE Workshop (Melaka) – Investment Strategy in the Dawn of Trump Era | 24 March 2018

February 13, 2018 fpam

24 March 2018, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE 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: Ibis Hotel, Melaka 
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. Phua Lee Kerk

Fees:

Early Bird Special by 14 March 2018 – 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:

240318_FPAM CE Workshop – Investment Strategy in the Dawn of Trump Era

Shall you need any further information, please do not hesitate to send e-mail to events@fpam.org.my or call P.Raju at 019-6664 945 / Nurhidayah at 014-3693 035. 

CE Workshop (Perak) – Creating a Financial Plan Masterpiece | 10 March 2018

February 13, 2018 fpam

10 March 2018, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Discover required foundations and mindset to practice financial planning
  2. Apply 6 steps of financial planning process to manage client’s expectation
  3. Recognise common mistakes of financial advice
  4. Apply financial plan writing practice and distinguish from traditional practice of verbal financial advice, simplified financial reporting and product peddling
  5. Recognise common structure and elements of financial plan
  6. Determine quality of financial plan and identify its factors
  7. Apply alternative financial advisory to achieve high impact of financial advice

Venue: M Roof Hotel, Perak
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. Gavin Teoh Hock Geh

Fees:

Early Bird Special by 2 March 2018 – 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, workshop materials, lunch and refreshments.]
Registration closed by 8 March 2018

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

100318_FPAM CE Workshop – Creating a Financial Plan Masterpiece

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 Workshop (KL/Sel) – YES! The Feng Shui of Money –Managing Cash Flow to Build Wealth | 10 March 2018

February 6, 2018 fpam

10 March 2018, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Identify the key to building personal wealth
  2. Distinguish between good and bad cash flow
  3. Identify factors leading to bad cash flow
    – Apply techniques to reduce and manage debt
    – Apply techniques to minimize expenses
  4. Identify factors that lead to good cash flow
    – Identify and develop habits and attitudes
    – Develop a personal career plan to enhance income
    – Identify risks that disrupt income capacity and techniques to mitigate risk
  5. Identify factors that enhance good cash flow
    – Develop an approach to improve savings
    – Develop an approach to improve investments
    – Apply techniques to select appropriate financial products
  6. Apply techniques learnt to track and manage cash flow
    – Apply techniques for tracking investments
    – Implement use of a tracking app for

    1. Savings
    2. Income
    3. Expenses

Venue: Sime Darby Convention Centre
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. Christopher Chiu

Fees:

Early Bird Special by 2 March 2018 – RM 300.00 [FPAM Members] ; RM 340.00 [Non-members]
Normal – RM 425.00 [FPAM Members], RM 480.00 [Non-members]
[The fee includes 6% of GST, workshop materials, lunch and refreshments.]

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

100318_YES! The Feng Shui of Money –Managing Cash Flow to Build Wealth_Christopher Chiu

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.