CE Workshop (Johor) | Investing For Life Goals – A Portfolio Perspective | 14 July 2018

May 15, 2018 fpam

14 July 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: Ponderosa Golf Club, Johor Bahru
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Ms. Pauline Yong

Fees:

Early Bird Special by 30 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_140718_JB_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 johorchaprter@fpam.org.my or call FPAM  office +603 7954 9500 or Kenney at 013-3368828 & Mohan at 017-7731762

Annual Signature Financial Planning Symposium 2018 (KL) – Raising The Bar of Financial Professionals | 23 July 2018

May 8, 2018 fpam

23 July 2017, Monday [Full day]

SIDC : 10 CPE Points
FPAM: 10 CE Points
FIMM: 8 CPD Points
MFPC: 6 CPD Hours
MTA: 6 CPD Hours

Learning Outcome

Participants will be able to:

  1. Discuss the importance of Behavior Economics and its impact on the decision making of clients.
  2. Discuss the remuneration model in financial planning and its effectiveness in the industry
  3. Discuss the packaging of financial products and services that are syariah compliant and being to benefit from it.
  4. Identify best practices in financial planning and its impact on the growth of the financial services.
  5. Recognize the possible implication of new developments in Financial Technology and being able to handle it

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

Speakers:

Session 1: Behavioral Economics and Financial Consumers, by Dr Joanne Yoong Su-Yin, Senior Economist, Center for Economic and Social Research, University of Southern California

Session 2: Remuneration Models in Financial Planning

Moderator:
Rajen Devadason, CFP, CEO RD WealthCreation Sdn Bhd, Licensed Financial Planner with Manulife Asset Management Services Berhad

Panelists:

  1. Rafiq Hidayat Mohd Ramli, CFP, Managing Director, Wealth Vantage Advisory Sdn Bhd, Licensed Financial Planner
  2. VP. Thanga, CFP, Licensed Financial Adviser, Executive Director, Blueprint Planning
  3. Catherine Khoo, CFP, IFP, Licensed Financial Planner with CIMB-Principal Asset Management Bhd

[Breakout Session] Panel 3: Strategic Client-Centric Packaging of Financial Products & Services

Session 3a : Conventional Financial Planning

Moderator:
Noel Maye, Chief Executive Officer, Financial Planning Standards Board (FPSB), USA

Panelists:

  1. Samuel Hwa, Head Of Business Development, RHB Trustees
  2. Tan Teng Boo, Managing Director, Capital Dynamics
  3. Mark O’Dell,LLU,ChFC, Chief Executive Officer, Manulife Holdings Bhd Malaysia

Session 3b : Islamic Financial Planning

Moderator:
Sani Hamid, Head, Islamic Wealth Advisory, FA Advisory Sdn Bhd

Panelists:

  1. Abdul Aziz Peru Mohamed, President / Chief Executive Officer, as- Salihin Trustee Bhd
  2. Hajjah Zarinah Mohd Yusoff, CFP, IFP
  3. Muhammad Fikri Mohamad Rawi, Chairman, Malaysia Takaful Association

Session 4: How governance, risk compliance and best practices can grow your financial planning profession by Robin Lee,Market Development – Risk and RegTech, Thomson Reuters, Managing Director, Xperientia (SG) Pte Ltd, Chief eXperience Officer, Inzsure Sdn Bhd.

Session 5: How to handle new technological developments in the financial industry

Moderator:
Shawn Brayman,Chief Executive Officer,PlanPlus Global Inc., Canada

Panelists:

  1. Dr Mahmood Al-Imam, P.Eng, Data Scientist, BTM Blockchain Technology
  2. Datuk Paul Khoo Chuin Yuen, CFP, Founding CEO of Getcover
  3. Robin Lee, Market Development – Risk and RegTech, Thomson Reuters, Managing Director, Xperientia (SG) Pte Ltd, Chief eXperience Officer, Inzsure Sdn Bhd.

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

ASFPS - Promo-V20