Category: CE Courses

FPAM-CMDF Workshop – Module C : Impact of Technology on FP/FA Firm and Its Registered/Licensed Representative | 24 November 2018

August 17, 2018 fpam

24 November 2018, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Define what is Financial Technology (FinTech) Recognize the current and potential impact of FinTech on the FP/FA industry in Malaysia Classify the types of FinTech in the financial planning […]

CE Workshop (Penang) | Aging Well Financially & Growing Old with Dignity | 22 September 2018

August 14, 2018 fpam

22 September 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 (Sabah) – Creating a Financial Plan Masterpiece | 22 September 2018

July 25, 2018 fpam

22 September 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 plan […]

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 […]

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