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 […]
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 tax law updates for 2017 Answer the tax questions and resolve the tax problems that arise in everyday business and personal transactions Recognize the legal tax deductions and […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
