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