9 March 2019, 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 […]
28 September 2019, Saturday [Full day] FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify the reasons why the highly-touted value investing approach using fundamental analysis methodology fails to generate expected investment returns. Explain how Game Theory works and how it is becoming increasingly relevant, […]
23 February 2019, Saturday [Full day] FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify the key to building personal wealth Distinguish between good and bad cash flow Identify factors leading to bad cash flow – Apply techniques to reduce and manage debt – […]
9 March 2019, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify the techniques and mindset to practice financial planning Apply 6 steps of financial planning process to manage client’s expectation Learn how to warm up prospect during first […]
25 May 2019, 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 trade war on global economy, interest rate policy and RM1 trillion impact Relate market and economic cycles to investment performance and determine the best […]
26 January 2019, 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 […]
8 December 2018, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Define and describe the basics of a Will and a Trust for both Muslims and Non-Muslims Identify and differentiate Wills and Trust for both Muslims and […]
31 October 2018, Wednesday [ Half day ] FPAM: 5 CE Points / SIDC: 5 CPE Points / FiMM: 4 CPD Points Learning Outcome Participants will be able to: Identify common professional risks in financial planning Learn how to prevent and manage these risks. Revisit code of ethics in financial services Main Features of a Financial Planner PI policy Case […]
17 November 2018, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Define and describe the basics of a Will and a Trust for both Muslims and Non-Muslims Identify and differentiate Wills and Trust for both Muslims and Non-Muslims […]
27 October 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 active […]
