2nd Financial Planning Practice Clinic

November 29, 2011 Admin

The Second Financial Planning Practice Clinic will be held

Date : Jan 14th 2012(Saturday)

Time : 10 am – 1 pm

Venue : FPAM office

Financial Planning Practice Clinic

14th Jan 2012, Saturday [10 am – 1 pm]

FPAM Office

Dear members,

Greetings from FPAM! 2011 is soon coming to an end and hope that all is well.

Do you want to learn to put your CFP into ‘real’ Practice? Do you want to share and learn from other successful CFP practitioners on how they practice financial planning with their clients? Do you want to learn how to engage with clients and charge a fee to your advice and many more…?

I am pleased to share that FPAM has set-up a Practitioners Development Work Group (PDWG) which currently consists 5 passionate and enthusiastic committee members to initiate its projects and activities for interested members.  The PDWG has adopted a Learn, Practice and Experience model to achieve one of the key objectives to help members to put CFP into practice and become trusted advisors for their clients.

Learn      >                Practice                       >   Experience

Workshops               Financial Planning        Public awareness

Programs                  Practice Clinic                 activities


As part of Learning model ,  a 1 day workshop “Putting Your CFP Into Practice For Greater Result – the Foundation” was conducted on Aug 23, 2011 and the first Practice Clinic was conducted on Nov 7, 2011.

Subsequently the second Practice Clinic will be held on 14 Jan, 2012 at the FPAM office.   In the Practice Clinic , the focus is on sharpening the competency and skills required in the 6-steps financial planning process through case studies, discussions and role plays.

I would like to take this opportunity to invite you to join us to learn, share , practice and to raise the bar for the CFP profession . There are only 20 seats available and it is based on first come first serve basis.

For enquiries please call Cliff / Aniza at 03-7954 9500

We look forward to seeing you at the Clinic.

Thank you.

Sincerely yours,

Tang Wee Hen, CFP

PDWG  Leader

Click here for Registration Form