Category: CE Courses

CE Workshop (Johor) – Creating a Financial Plan Masterpiece | 11 November 2017

October 10, 2017 fpam

11 November 2017, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE 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 plan […]

Bursa-FPAM Financial Literacy Education Series 2017 | Introduction to Listed Derivatives (Index and Palm Oil Futures Trading) | 21 October 2017

September 19, 2017 fpam

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 […]

FPAM-CMDF Workshop – Module B : Understanding and Managing Anti-Money Laundering and Counter Terrorist Financing (AML/CTF) Risks for Licensed Financial Planner (LFP) and Financial Adviser Representative (FAR)

September 6, 2017 fpam

26 October 2017, Thursday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points / MFPC : 6 CPD Hours Learning Outcome Participants will be able to: Identify the AML/CTF requirements by Securities Commission Malaysia and BNM; Distinguish the relevancy of the requirements for FP/FA firm and its representatives; Employ […]

FPAM-CMDF Workshop – Module A : Understanding the Regulated Roles of Licensed Financial Planner (LFP) and Financial Adviser Representative (FAR)

September 6, 2017 fpam

30 September 2017, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Define the roles of a Licensed Financial Planner and Financial Adviser Representative in the regulatory structure Identify the key risks faced by financial planning professionals Prioritize clients’ interests/suitability […]

CE COURSE (Penang) – Investment Strategy in the Dawn of Trump Era | 23 September 2017

August 23, 2017 fpam

23 September 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 behavior […]

CE COURSE (Perak) – Preparing an Estate Plan | 9 SEPTEMBER 2017

August 23, 2017 fpam

9 September 2017, Saturday [ Full day ] FPAM: 10 CE Points / SIDC: 10 CE Points  / FiMM: 8 CPD Points Learning Outcome Participants will be able to: Identify suitable estate planning instruments and features of each instruments to be used for each of the cases Analyze the different estate planning instruments involved, its advantages and disadvantages […]

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 […]

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