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 […]
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 […]
29 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 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 – Apply […]
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 […]
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 […]
23 July 2017, Monday [Full day] SIDC : 10 CPE Points FPAM: 10 CE Points FIMM: 8 CPD Points MFPC: 6 CPD Hours MTA: 6 CPD Hours Learning Outcome Participants will be able to: Discuss the importance of Behavior Economics and its impact on the decision making of clients. Discuss the remuneration model in financial planning […]
18 August 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 Identify the […]
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 […]
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 […]
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 […]
