21 October 2017, 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 […]

25 January 2017, Thursday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify the various types of Financial Planning (FP) firms Recognize its impact on regulatory compliance landscape in Malaysia Analyze the improvements that can be made and its challenges Recognize the […]

25 November 2017, 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 […]

26 October 2017, Thursday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify the AML/CTF requirements by Securities Commission Malaysia and BNM; Distinguish the relevancy of the requirements for FP/FA firm and its representatives; Employ the relevant procedures in the AML/CTF […]

30 September 2017, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Define the roles of a Licensed Financial Planner and Financial Adviser Representative in the regulatory structure Identify the key risks faced by financial planning professionals Prioritize clients’ interests/suitability […]

23 September 2017, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE 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 behavior […]

9 September 2017, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify suitable estate planning instruments and features of each instruments to be used for each of the cases Analyze the different estate planning instruments involved, its advantages and disadvantages […]

28 August 2017, Monday [ Full day ] FPAM: 10 CE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Setting the stage to begin the 1st meeting by establishing more trust than you thought possible Determining what the client values and is important in their life Knowing what to include in a financial […]

Dear Members, Kindly find the pdf attach below for our Upcoming CE Workshop in other states for your reference. To register, please click on http://www.fpam.org.my/fpam/category/ce-courses/ To register online, please click on https://www.fpamonline.org.my/smvc/ Shall you need any further information, please do not hesitate to send e-mail to  events@fpam.org.my or call FPAM  office +603 7954 9500.  Upcoming CE 2017_(As updated […]

5 August 2017, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Have a better comprehension of financial planning and distinguish the elements that they need to consider in planning their finances. Will learn about basic analysis skills and how to […]