Association Activites
Association Activities in 2010
| No | Activity |
|---|---|
| 1 | January 30 Business Model & Business Opportunities for CFP Professionals Wawasan Open University, Penang |
Association Activities in 2008
| No | Activity |
|---|---|
| 1 | January 1 Launching of 6-part series on Islamic Financial Planning in Personal Money magazine Kuala Lumpur |
| 2 | January 19 Seminar: Protecting the Business Value upon Exit Speaker: Azhar Iskandar Hew Klang Valley |
| 3 | February 22-24 IFPAC 2008 Kuala Lumpur |
| 4 | March 15 Seminar: Building a Preservation Practice Model – For Both Muslim & Non-Muslim Clients with High Complex Wealth Holding Structure Speaker: Alvin Yap & Nordin Manan Klang Valley |
| 5 | March 21 Chapter Networking Nite Ipoh |
| 6 | March 26 Seminar: Tax In Financial Planning Perspective Speaker: Chan Boon Jiunn, Lam Wai Min & Lorraine Kijvanit Penang |
| 7 | March 29 Seminar: Maximising Returns and Minimising Risk via an Optimal Asset Allocation Strategy Speaker: Maurice Cheah Klang Valley |
| 8 | April 12 Seminar: Personal Tax Strategies in Financial Planning Speaker: Bose Dasan Melaka |
| 9 | April 15-17 Visit to Financial Planning Association of Singapore Singapore |
| 10 | April 26 Seminar: Identifying Growth Companies Speaker: Ooi Kok Hwa Klang Valley |
| 11 | May 30 Charter Members Dinner Klang Valley |
| 12 | June 10 EPF Retirement Awarness Campaign Speaker: Poedjo Soesilotomo Kota Kinabalu |
| 13 | June 13-15 CFP Certification Course Examination Kuala Lumpur, Penang, Johor, Sarawak & Sabah |
| 14 | June 21 Seminar: The Fundementals & Opportunities in the Current Property Market Speaker: Ho Chin Soon & Chris Tan |
| 15 | June 21 Seminar: How to Protect Your Most Valuable Assets Speaker: Tan Kim Book Melaka |
| 16 | June 25 Financial Planning for Schools – SMK Raja Berang Speaker: P.Raju, Tan Kim Book & Belinda Ong Melaka |
| 17 | June 28 8th Annual General Meeting Kuala Lumpur |
| 18 | July 3 EPF Retirement Awareness Campaign Speaker: Elaine YN Oon Petaling Jaya |
| 19 | July 7 EPF Retirement Awareness Campaign Speaker: Khairul Azlee Bin Hashim Kota Bharu |
| 20 | July 10 EPF Retirement Awareness Campaign Speaker: Bibiana Chong Kuching |
| 21 | July 13-15 CFP Certification Course Examination Kuala Lumpur, Penang, Johor, Sarawak & Sabah |
| 22 | July 23 Launching of 6-part series on Islamic Financial Planning in New Straits Times Kuala Lumpur |
| 23 | July 25 Networking Nite Sponsor: CIMB Wealth Advisors Klang Valley |
| 24 | July 26 Participated in SIDC Smart Women & Money Seminar Melaka |
| 25 | July 26 Seminar: You! The Financial Planning Coach Speaker: K.Sasitharan Klang Valley |
| 26 | August 2 Participated in SIDC Smart Women & Money Seminar Penang |
| 27 | August 9 Participated in SIDC Smart Women & Money Seminar Kuching |
| 28 | August 9 Seminar: Online Unit Trust Platform – Threat or Opportunity? Speaker: Yap Ming Hui Klang Valley |
| 29 | August 16 Ipoh Chapter General Meeting Ipoh |
| 30 | August 18 Endorsement of Money Compass Kuala Lumpur |
| 31 | August 23 Participated in SIDC Smart Women & Money Seminar Ipoh |
| 32 | August 23 Seminar: Assessing and Understanding the Holding Structure of “Family Office” (Preserving Strategies for Individual with High Complex Wealth Holding Structure) Speaker: Alvin Yap, Chua Poh Eng, Nordin Manan & Lorraine K. Kijvanit Klang Valley |
| 33 | September 5 Money Basics Monthly Series – Retirement Planning Speakers: Gavin Teog & Bose Dasan Klang Valley |
| 34 | September 6 Seminar: Platform Services Facilitating the Growth of Financial Planning Industry Speakers: Dennis Tan, Ivy Seah & Denise Tan Melaka |
| 35 | September 13 Seminar: Investing in Turbulent Times Speaker: Anthony Dass Klang Valley |
| 36 | September 20 Seminar: Understanding Technical Analysis Spaeker: Winson Hoo Penang |
| 37 | October 18 Seminar: Understanding Structure of REIT Speaker: Ong Eu Jin Klang Valley |
| 38 | October 18 Money Basics Monthly Series – Retirement Planning Kuala Lumpur |
| 39 | October 18 Participated in BNM’s “Reaping Opportunities As Financial Advisers” seminar Kuala Lumpur |
| 40 | October 21 Endorsement of Shares Investment Malaysia |
| 41 | October 24 Seminar: Understanding Your Clients – The Psychological Perspective Speaker: Carol Yip Ipoh |
| 42 | October 24-26 Participated in BNM’s Minggu Kesedaran Kewangan Johor |
| 43 | November 8 Seminar: Derivatives & Structured Products Speaker: Chang Ting Cheong Klang Valley |
| 44 | November 15 Evening Talks & Networking Nite Penang |
| 45 | November 15 Money Basics Monthly Series – Create Your Family Wealth Legacy with Effective Money Rules Speaker: Carol Yip Klang Valley |
| 46 | November 21 Grand Networking Nite Sponsor: ETIQA Klang Valley |
| 47 | November 24 Inaugural Islamic Financial Planning Award Ceremony Kuala Lumpur |
| 48 | November 29 Asia’s Looming Retirement Crisis – What We Should Do About It & We Can Do To Help Our Fellows Malaysians Perpare for It Speaker: Rajen Devadason Klang Valley |
| 49 | December 13-15 CFP Certification Course Examination Kuala Lumpur, Penang, Johor, Sarawak & Sabah |
| 50 | December 20 Money Basics Monthly Series – Big Rock Planning Speaker: Grace Chan Klang Valley |
| 51 | December 23 Direct Access – FPAM Master Card Launch Kuala Lumpur |
More on Association Activites:
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Malaysia is the marks licensing authority for the CFP marks in Malaysia, through agreement with FPSB.