Corporate Members are corporations that are interested in financial planning and subscribe as a member of the Association.

  1. A.D. Financial Sdn Bhd
  2. AmTrustee Berhad
  3. as-Salihin Trustee Berhad
  4. Deakin International Sendirian  Berhad
  5. First Sovereign Advisory Sdn Bhd
  6. OSK Trustees Berhad
  7. OSK-UOB Unit Trust Management Berhad
  8. Rockwills Corporation Sendirian Berhad
  9. Standard Financial Planner  Sendirian  Berhad

Corporate Membership Benefits:

Corporate members enjoy many benefits among which are the following:

1. Training and Certification Savings

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.

2. 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.

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. Due to its extensive 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.

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

As a Corporate Member, you will be able to draw on the resources of the CFP’s global fraternity of financial planners. You will also be part of an organization that is actively involved in the development of the industry.