Category: CE Courses

CE Course (Melaka): Wealth Maximisation Through Tax Planning | 12 Mar 2016

February 1, 2016 fpam

12 March 2016, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Describe the structure of Malaysia tax system. Compare and list the differences between tax treatment accorded to capital and revenue items. Compare and differentiate tax planning practice around […]

CE Course (Ipoh): Looking Beyond Financial Statements – Investor’s Perspective | 5 Mar 2016

February 1, 2016 fpam

5 March 2016, Thursday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points Learning Outcome By attending the course, participants will be able to: Have sound understanding of critical financial numbers Have strong understanding of the main components of financial statements, usefulness and limitations Analyze the financial ratios to […]

CE Course: New Retirement Realities | 18 Feb 2016

January 22, 2016 fpam

18 February 2016, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE 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 10% […]

CE Course: Wealth Maximisation Through Tax Planning | 21 Jan 2016

December 22, 2015 fpam

21 January 2016, Thursday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Describe the structure of Malaysia tax system. Compare and list the differences between tax treatment accorded to capital and revenue items. Compare and differentiate tax planning practice around […]

CE Course: Evaluate Your Clients Insurance Policies | 10 Dec 2015

November 20, 2015 fpam

10 December 2015, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CPE 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: The Anti-Money Laundering, Anti-Terrorism Financing & Proceeds of Unlawful Activities Act 2001 – Your Role & Responsibilities

October 27, 2015 fpam

14 November 2015, 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 Act […]

CE Course – Looking Beyond Financial Statements – Investor Perspective (II)

October 1, 2015 fpam

22 October 2015, Thursday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Assess the qualitative insight and essential skill of the company in term of its strength and weakness; Assess the adaptability of the company in response to the changes of […]

CE Course – Family Controlled PLC – Succession Planning Challenges

August 20, 2015 fpam

12 September 2015, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome By attending the course, 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 […]

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