Corporate Members
Corporate Members are corporations that are interested in financial planning and subscribe as a member of the Association.
A.D. Avallis Financial Sdn Bhd
Areca Capital Sdn Bhd
as-Salihin Trustee Berhad
Blueprint Planning Sdn Bhd
Etalage Sdn Bhd
FA Advisory Sdn Bhd
Genexus Advisory Sdn Bhd
Hansard Development Services (Asia Pacific) Limited
Pacific Trustees Berhad
Philip Mutual Berhad
PlanPlus Malaysia Sdn Bhd
RHB Trustees Berhad
Standard Financial Adviser Sdn Bhd
VKA Wealth Planners Sdn Bhd
Whitman Independent Advisors Sdn Bhd
Corporate Member Benefits
Corporate members enjoy many benefits among which are the following:
Training and Certification Benefits
FPAM administers the CFP certification program. Employees of Corporate members are charged only RM250 per module reflecting a saving of RM50 from the normal fee of RM300 per module. This works out to a RM300 saving for the complete six modules. To date, many of the leading financial institutions are members of FPAM. These members commit significant numbers of personnel to the CFP Program. With FPAM’s recent introduction of the world’s first Islamic Financial Planning Program, it is anticipated that the number of certificants in this field will grow.
Compliance and Recognition
The CFP qualification is recognized by Bank Negara as a prerequisite in the issuance of the Investment Advisor’s license. In Malaysia, financial planning licenses are issued by the Securities Commission. The recognition conferred by the Securities Commission ensures that many of the retail financial services activities undertaken by financial institutions are in compliance with the industry’s regulations.
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.