Category: CE Courses

CE COURSE (Penang) – Financial Security through Financial Planning | 5 AUGUST 2017

July 20, 2017 fpam

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 […]

CE COURSE (Kota Kinabalu) – PRACTICAL APPLICATIONS IN USING REITS AS ALTERNATIVE PROPERTY INVESTMENT | 5 AUGUST 2017

June 16, 2017 fpam

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: Identify the terminologies and fundamentals in REIT investing. Distinguish the different classes of REITs by its structures and underlying assets. Analyze the advantages and limitations in REIT investment compared […]

CE COURSE (KK) – EVALUATE YOUR CLIENTS INSURANCE POLICIES | 8 JULY 2017

May 24, 2017 fpam

8 July 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 different types of insurance & what it meant to the planner Understand different companies policy documents & how it applies to your client situation What are […]

BURSA-FPAM JOHOR CHAPTER MORNING BREAKFAST TALK | FUTURES TRADING STRATEGIES | 24 MAY 2017

May 9, 2017 fpam

24 May 2017, Wednesday FPAM: 2 CE Points Venue: Ponderosa Golf and Country Club, Taman Ponderosa, Johor Bahru Time: 9 am – 12 pm Is dealing in Listed Derivatives still a mystery to you? Derivatives, if “properly” handled, can bring substantial economic benefits. These instruments help to improve the management of market and credit risks. Very few people […]

CE COURSE (JB) | New Retirement Realities | 15 July 2017

May 2, 2017 fpam

  15th July 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 World Bank’s 5-Pillar Retirement Model and outline the roles played by EPF and the relatively new PRS option. Explain why the usual advice of saving […]

CE COURSE (KL) – Evaluate Your Clients Insurance Policies | 15 June 2017

May 2, 2017 fpam

15th June 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 different types of insurance & what it meant to the planner Understand different companies policy documents & how it applies to your client situation What are […]

CE COURSE (KL) – Family Controlled PLC – Succession Planning Challenges | 25 MAY 2017

May 2, 2017 fpam

25th May 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 challenges of succession planning for family controlled public listed company. Analyze the family demography and the core complexity that contribute to the family dispute. Develop a […]

CE COURSE (KUCHING) – INVESTMENT STRATEGY in the DAWN of TRUMP ERA | 13 MAY 2017

May 2, 2017 fpam

13th May 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 […]

Malaysian Financial Planner of the Year Awards (MFPYA) 2017

The MFPYA was launched on 15 February 2017 and the competition is now open for registration until 1 April 2017.   For Details of the MFPYA 2017, please visit the MFPYA 2017 website.   Participants will be accredited with 7 CE Points (FPAM) and 7 CPD Points (MFPC) .   You may find more information […]

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