Association Activities in 2009
| No | Activity |
|---|---|
| 1 | January 17 Seminar: Selecting the Right Industry to Invest at the Right Time Speaker: Ooi Kok Hwa Kuala Lumpur |
| 2 | February 14 Seminar: Wealth Management For Financial Planners Speaker: Bose Dasan Kuala Lumpur |
| 3 | March 7 Seminar: Investing In Turbulent Time – Is it a Threat or Opportunity for You? Speaker: Phua Lee Kerk Melaka |
| 4 | March 14 Seminar: Managing Your Unit Trust portfolio Well At All Times Speaker: Mike Lee Kuala Lumpur |
| 5 | March 17 BNM-FPAM Financial Education Roadshow 2009 Kota Kinabalu |
| 6 | March 18 BNM-FPAM Financial Education Roadshow 2009 Kota Kinabalu |
| 7 | March 28 General Meeting & Networking Nite Melaka Chapter |
| 8 | April 9 CFP Excellence & Merit Award Ceremony Kuala Lumpur |
| 9 | April 18 Seminar: Wealth Distribution & Preservation – Insurance & Trust to benefit your clients Speaker: Azhar Iskandar Bin Hew Kuala Lumpur |
| 10 | May 1 – July 31 CFP Billboard Advertising Campaign Klang Valley, Johor Bahru, Ipoh & Penang |
| 11 | May 16 Seminar: Financial Options: Pricing and Strategies Speaker: Chang Ting Cheong Kuala Lumpur |
| 12 | May 16 Financial Literacy Talk – Big Rock Planning Speaker: Grace Chan Subang Jaya |
| 13 | May 30 9th Annual General Meeting Kuala Lumpur |
| 14 | June 13 – 14 CFP Certification Course Examination Kuala Lumpur, Penang, Johor, Sarawak & Sabah June 20 Financial Literacy Talk – The Importance of Estate Planning Speaker: Inderjit Singh Subang Jaya |
| 15 | June 21 Seminar: How to Protect Your Most Valuable Assets Speaker: Tan Kim Book Melaka |
| 16 | June 25 – 26 FPSB Assessment Tamara S Monroe, Director, Legal Services Ramey Becker, Director of Communications Kuala Lumpur |
| 17 | June 26 Radio Interview Bernama Radio 24 – Friday, 12.15pm Speaker: Wong Boon Choy, President, FPAM |
| 18 | June 27 Seminar: Shariah Perspectives of Financial Planning & Wealth Management Speaker: Mahadzir Ahmad Kuala Lumpur |
| 19 | July 3 General Meeting & Networking Nite Penang Chapter |
| 20 |
July 3 |
| 21 | July 14 Seminar: Tailoring Investment Solutions for Effective Client Management Speaker: Wong Loke Lim Kuala Lumpur |
| 22 | July 15 Seminar: Structured Products and Portfolios for Sophisticated Clients Speakers: Ding Lai Hong / Wong Loke Lim Kuala Lumpur |
| 23 | July 18 Financial Literacy Talk – You Hold The Key to Your Retirement Speaker: KP Bose Dasan Subang Jaya |
| 24 | July 25 Seminar: Islamic Estate and Retirement Planning Speaker: Amir Bahari Kuala Lumpur |
| 25 |
August 8 |
| 26 | August 15 General Meeting & Networking Nite Kota Kinabalu Chapter |
| 27 | August 15 Seminar: Wealth Management for Financial Planners Speaker: KP Bose Dasan Kota Kinabalu |
| 28 | August 24 Forum: Business Model & Business Opportunities for CFP Professionals # 1 Kuala Lumpur |
| 29 | August 29 TV Series: Duit Anda #1 Astro Awani, Saturday – 6.30 pm Speaker: Yashimah Abdul Rahim |
| 30 | September 5 Seminar: Global Financial Crisis and Impact on Regional Economies with Reference to Malaysia Speaker: Manokaran Mottain Kuala Lumpur |
| 31 | September 5 TV Series: Duit Anda #2 Astro Awani, Saturday – 6.30 pm Speaker: Tan Kim Book |
| 32 | September 12 TV Series: Duit Anda #3 Astro Awani, Saturday – 6.30 pm Speaker: Maznita Mokhtar |
| 33 | September 19 TV Series: Duit Anda #4 Astro Awani, Saturday – 6.30 pm Speaker: Zarinah Mohd Yusof |
| 34 | September 26 TV Series: Duit Anda #5 Astro Awani, Saturday – 6.30 pm Speaker: Ruslinda Sulaiman |
| 35 | October 3 Seminar: Wealth Destruction and Rehabilitation – Helping Malaysian Retirement Clients Thrive Speaker: Rajen Devadason Kuala Lumpur |
| 36 | October 3 TV Series: Duit Anda #6 Astro Awani, Saturday – 6.30 pm Speaker: Yashimah Abdul Rahim |
| 37 | October 10 TV Series: Duit Anda #7 Astro Awani, Saturday – 6.30 pm Speaker: Linnet Lee |
| 38 | October 17 TV Series: Duit Anda #8 Astro Awani, Saturday – 6.30 pm Speaker: Maznita Mokhtar |
| 39 | October 22 – 24 Represented FPAM at BNM Minggu Kesedaran Kewangan (M2K) Pusat Dagangan Terengganu (TTC), Kuala Terengganu |
| 40 | October 24 TV Series: Duit Anda #9 Astro Awani, Saturday – 6.30 pm Speaker: Zarinah Mohd Yusof |
| 41 | October 24 Financial Literacy Talk Speaker: Grace Chan SMK Hwa Chung Melaka |
| 42 | October 30 Seminar: Financial Planning for Financial Planners Speaker: KP Bose Dasan Kuantan |
| 43 | October 31 TV Series: Duit Anda #10 Astro Awani, Saturday – 6.30 pm Speaker: Elaine Onn |
| 44 | November 3 Financial Literacy Talk Multi Media University Melaka Chapter |
| 45 | November 7 TV Series: Duit Anda #11 Astro Awani, Saturday – 6.30 pm Speaker: Yashimah Abdul Rahim |
| 46 | November 9 – 10 Islamic Financial Planning and Wealth Management Conference 2009 Kuala Lumpur |
| 47 | November 14 Seminar: Understanding & Interpreting Financial Statement Speaker: Thye Foot Leong Kuala Lumpur |
| 48 | November 14 TV Series: Duit Anda #12 Astro Awani, Saturday – 6.30 pm Speaker: Ruslinda Sulaiman |
| 49 | November 16 Career Talk & Career Day Fare Penang Chapter |
| 50 | November 18 Forum: Business Model & Business Opportunities for CFP Professionals # 2 Kuala Lumpur |
| 51 | November 19 Evening Talk: Islamic Financial Planning and Wealth Management in Malaysia/Region Speaker: Ms Sue Yong Kota Kinabalu |
| 52 | November 21 Seminar: Comprehensive Fee-for-Service Financial Planning Practice Speaker: Yap Ming Hui Penang |
| 53 | November 26 Grand Networking Nite Sponsor: CIMB WA Kuala Lumpur |
| 54 |
December 5 |
| 55 |
December 13 |
| 56 | December 12 – 13 CFP Certification Course Examination Kuala Lumpur, Penang, Johor, Sarawak & Sabah |
| 57 |
18 December |
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.