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


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

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


  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

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


  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

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


  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

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


  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:

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