30 June 2018, Saturday [ Half day ] FPAM: 5 CE Points / SIDC: 5 CPE Points / FiMM: 4 CPD Points Learning Outcome Participants will be able to: Apply the principles of Insurance on practical terms Identify the global trends that have given rise to demand for Specialist Liability Insurance Classes such as Professional Indemnity Understand the legal […]
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 Points 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 and its effectiveness in […]
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 […]
10 March 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 […]
10 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 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 […]
20 January 2018, Saturday FPAM: 10 CE Points / SIDC: 10 CE Points / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Evaluate and Identify suspicious company names by checking the SC and BNM websites to safeguard against illegal scams Identify and differentiate between the list of approved products of Bursa Malaysia and licensed brokers […]
