Category: CE Courses

CE Course (Penang): Evaluate Your Clients Insurance Policies | 2 July 2016

June 17, 2016 fpam

2 July 2016, 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 […]

CE Course (Kuching) – Investment Planning in the Current Economic Climate | 21 May 2016

April 28, 2016 fpam

21 May 2016, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify the basic concepts of asset allocation. Customise an asset allocation model to a prospective client’s requirement. Identify the challenges or issues which will influence their investment return. Identify […]

CE Course (KK) – Investment Planning in the Current Economic Climate | 20 May 2016

April 21, 2016 fpam

20 May 2016, Friday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify the basic concepts of asset allocation. Customise an asset allocation model to a prospective client’s requirement. Identify the challenges or issues which will influence their investment return. […]

CE Course (Ipoh): The Anti-Money Laundering, Anti-Terrorism Financing & Proceeds of Unlawful Activities Act 2001 – Your Role & Responsibilities | 7 May 2016

April 5, 2016 fpam

7th May 2016, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: An overview of the Anti-Money Laundering & Anti-Terrorism Financing regime in Malaysia Updates on role & responsibilities under the Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of of Unlawful Activities […]

1 2 3 18