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]

FPAM: 10 CE Points
FIMM: 8 CPD Points

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 of Consumers, by Dr Joanne Yoong Su-Yin Senior Economist, Center for Economic and Social Research, University of Southern California

Session 2: Remuneration Model in Financial Planning

Panelists:

  1. Rafiq Hidayat Mohd Ramli, CFP, WealthVantage Advisers Sdn Bhd
  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

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

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

Session 3a : Conventional Financial Planning

Panelists:

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

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

Session 3b : Islamic Financial Planning

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

Moderator:
Sani Hamid, Director (Economy & Market Strategy), Financial Advisory, Head, FAA Islamic Wealth Advisory

Session 4: Risk Compliance by Robin Lee, Managing Director of Xperientia, Chief eXperience Officer at Inzsure, Singapore

Session 5: FP Tech

Panelists:

  1. Dr Mahmood Al-Imam, P.Eng, Data Scientist, BTM Blockchain Technology
  2. YB Datuk Paul Khoo, CFP, President, Fintech Association Of Malaysia (FAOM)
  3. Robin Lee, Managing Director of Xperientia, Chief eXperience Officer at Inzsure, Singapore

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

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

ASFPS – Promo-V1