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:

  1. Define the roles of a Licensed Financial Planner and Financial Adviser Representative in the regulatory structure
  2. Identify the key risks faced by financial planning professionals
  3. Prioritize clients’ interests/suitability over employers’ products
  4. Structure the relevant financial plan according to various circumstances of a FP/FA.

Venue:Rafflesia 1, Sime Darby Convention Centre, Kuala Lumpur
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Nizam Ismail

Fees: RM 150 (Open to all Licensed Financial Planner {LFP} and Financial Adviser Representative {FAR} who are members of FPAM, AFA, MFPAA and MFPC)
[The fee includes seminar materials, buffet lunch and refreshments.]

Please click on the link below for the Course Outline & Registration Form:

300917_Module A_Understanding the Regulated Roles of Licensed Financial Planner (LFP) and Financial Adviser Representative (FAR) *

* Registration is Closed

Shall you need any further information, please do not hesitate to send e-mail to  events@fpam.org.my or call FPAM  office +603 7954 9500.