No Title Date / Duration Venue Speaker
1 How to Match the Right Investments for Our Clients? 
Jan 20, 2007 / Half day
 Bayview Hotel, Melaka Ronald Leong, CFP
2 Estate Administration
Feb 03, 2007 / FUll day
[CANCELLED]
 Wisma Tiong Hua, Johor Bahru Ong Eu Jin
3 How to Attract High Net Worth Clients for Your Financial Planning Practice
A SIDC CPE-accredited course
Apr 21, 2007 / Half day
 Crystal Crown Hotel, Petaling Jaya Yap Ming Hui
4 Islamic Estate Planning
May 26, 2007 / Full day
[CANCELLED]
 Bukit Kiara Equestrian & Country Resort, Kuala Lumpur Haji Abdul Aziz Bin Hassan
5 Finacial Planning Wizardy
A SIDC CPE-accredited course
June 16, 2007 / Half day
 Tropicana Golf & Country Resort, Petaling Jaya KP Bose Dasan
6 Understanding Your Clients To Establish Trust
June 23, 2007 / Full day
[CANCELLED]
 Tropicana Golf & Country Resort, Petaling Jaya D. Gerard Joseph Louis
Carol Yip
7 Building A Financial Fortress – financial planning for YOUR Malaysian clients
A SIDC CPE-accredited course
July 14, 2007 / Full day
 Bukit Kiara Equestrian & Country Resort, Kuala Lumpur Rajen Devadason
8 Equity Market Indicators
A SIDC CPE-accredited course
Aug 11, 2007 / Full day
 Crystal Crown Hotel, Petaling Jaya Anthony Dass
9 Establishing a Sustainable and Successful Financial Planning Practice
A SIDC CPE-accredited course
Sept 22, 2007 / Full day
 Bukit Kiara Equestrian & Country Resort, Kuala Lumpur Tang Khan Loon
10 The Future of Retirement (FoR) – The New Old Age
A SIDC CPE-accredited course
Oct 27, 2007 / Full day
 Bukit Kiara Equestrian & Country Resort, Kuala Lumpur Sasitharan Krishnan
11 Understanding ETF & Investment Planning
A SIDC CPE-accredited course
Nov 17, 2007 / Full day
 Bukit Kiara Equestrian & Country Resort, Kuala Lumpur Sak Moi Yong, Nancy Chow & Vincent Siau
12 Building a Preservation Practice Model – For Both Muslim & Non Muslim Clients with High Complex Wealth Holding Structure
Dec 01, 2007 / Half day
[CANCELLED]
 Tropicana Golf & Country Resort, Kuala Lumpur Alvin Yap Kean Wai / Nordin Manan