Category: CE Courses

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: Demonstrate essential needs of investment planning as a management pillar of financial planning Explain and advise more effectively on the various financial products features to suit the needs of […]

CE Workshop (Perak) | Aging Well Financially & Growing Old with Dignity | 30 June 2018

February 27, 2018 fpam

30 June 2018, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify areas of concern for individual client with regards to their retirement and old age needs Identity the various determinants to stay active during old age (the determinants of […]

CE Workshop (KL/Sel) | Investing For Life Goals – A Portfolio Perspective | 28 April 2018

February 27, 2018 fpam

28 April 2018, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Demonstrate essential needs of investment planning as a management pillar of financial planning Explain and advise more effectively on the various financial products features to suit the needs of […]

CE Workshop (Melaka) – Investment Strategy in the Dawn of Trump Era | 24 March 2018

February 13, 2018 fpam

24 March 2018, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify the impact of Trump’s policies Relate market and economic cycles to investment performance and determine the best strategies and portfolio structure Identify the impact of asset classes […]

CE Workshop (Perak) – Creating a Financial Plan Masterpiece | 10 March 2018

February 13, 2018 fpam

10 March 2018, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Discover required foundations and mindset to practice financial planning Apply 6 steps of financial planning process to manage client’s expectation Recognise common mistakes of financial advice Apply financial […]

Bursa-FPAM Financial Literacy Education Series 2018 | Introduction to Listed Derivatives (Index and Palm Oil Futures Trading) | 20 January 2018

December 19, 2017 fpam

20 January 2018, Saturday FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Evaluate and Identify suspicious company names by checking the SC and BNM websites to safeguard against illegal scams Identify and differentiate between the list of approved products of Bursa Malaysia and licensed brokers […]

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