Charter Members are corporations that play an active role to support the development of the financial planning industry. Our Charter Members are financial institutions in the asset management, banking, insurance, funds supermart, unit trusts, trusts and wills and investment banking.

1. Affin Bank Berhad
2. AIA Company Limited
3. Alliance Bank Malaysia Berhad
4. Amanah Raya Berhad
5. Apex Investment Services Berhad
6. Bank Simpanan Nasional Berhad
7. CIMB Bank Berhad
8. CIMB-Principal Asset Management Berhad
9. CIMB Investment Bank Berhad
10. CIMB Islamic Bank
11. CIMB Wealth Advisors Berhad
12. Citibank Berhad
13. iFast Capital Sdn Bhd
14. Hong Leong Assurance Berhad
15. HSBC Bank Malaysia Berhad
16. HWANGDBS Investment Bank Berhad
17. ING Insurance Berhad
18. Malayan Banking Berhad
19. Malaysian Assurance Alliance Berhad
20. MAAKL Mutual Berhad
21. Manulife Insurance (Malaysia) Berhad
22. MIDF Amanah Asset Management Bhd
23. OCBC Bank (Malaysia) Berhad
24. OSK Investment Bank Berhad
25. Pacific Mutual Fund Berhad
26. Pheim Unit Trusts Berhad
27. Prudential Assurance Malaysia Berhad
28. Public Mutual Berhad
29. RHB Bank Berhad
30. RHB Investment Management Berhad
31. Standard Chartered Bank Malaysia Berhad
32. United Overseas Bank (M) Berhad

Charter Membership Benefits:

Membership comes with many benefits among which are the following:

1. Training and Certification Benefits

FPAM administers the CFP Program and employees of Charter Members enjoy substantial discounts on CFP examination fees. Employees of Charter Members are only charged RM200 instead of RM300 per module. To date, many leading financial institutions are members of FPAM and commit significant number of personnel to the CFP Program.

FPAM has also introduced the world’s first Islamic Financial Planning Certification Program.

2. Compliance and Recognition

The CFP qualification is recognized by Bank Negara as a prerequisite for application of the Financial Advisor’s license. In Malaysia, financial planning licenses are issued by the Securities Commission. The CFP certification is the first qualification to be recognized for the issuance of this license. The recognition conferred by the Securities Commission allows many of the retail financial services activities undertaken by financial institutions to be in compliance with the regulations.

3. Nationwide network, global accreditation

FPAM’s 42 Charter and Corporate members represent a wide cross-section of the financial services industry and include many of the leading banks, unit trust companies, insurance companies, investment banks, trust houses and boutique financial planners in Malaysia. Due to its wide representation, FPAM is regularly consulted by the Regulators on developments in the industry.

FPAM has an 18-member Board that is elected biennially. It has a number of functional sub-committees and Chapters in the major towns.

FPAM is also part of an international body that promotes the CFP mark worldwide with affiliates in more than 24 countries and individual membership numbering more than 120,000.

As a Charter Member, you will be able to draw on the resources of CFP’s global fraternity of financial planners. You will also be a part of a group of distinguished financial institutions that are actively involved in the development of the industry.