1999

Financial Planning Association of Malaysia (FPAM) is formed by a group of like-minded individuals who wanted to see growth & development in the Malaysian financial planning industry.

2000

FPAM forms an agreement with the CFP Board of Standards Inc. to become the sole licensing authority for the CFP mark in Malaysia

2001

1st ISSOC of 45 was launched

2004

The CFP mark receives recognition from Securities Commission for application of the Capital Market Service Representative License (CMSRL) for Financial Planning

2006

Bank Negara recognizes the CFP mark for application of the Financial Adviser’s Representative (FAR) License

2007

FPAM & IBFIM jointly launched the Islamic Financial Planner (IFP) certification to cater for the fast-growing Islamic financial industry

2008

The IFP certification receives recognition for application of both the CMSR and FAR licenses

2009

FPAM marks its 10th year in serving the Malaysian financial planning industry

2012

Attain tier 1 ranking in FPSB assessment

2014

> FPAM celebrates its 15th year anniversary

> The Finance Accreditation Agency (FAA) grants full accreditation to the CFP & IFP certification program

2015

> The CFP & IFP certification program is enhanced

> FPAM launches the Malaysian Financial Planner of the Year Award (MFPYA)

> MOA for IFP between FPAM & IBFIM signed