LIVE YOUR TODAY

PLAN YOUR TOMORROW

Annual Signature Financial Planning Symposium 2020

Wednesday, 7 Oct 2020, 9am - 5pm

Sime Darby Convention Centre, KL & Zoom Virtual Platform

10 SIDC CPE Points | 10 FPAM CE Points | 8 FIMM CPD Points |  8 MFPC CPD Hours | 6 MTA CPD Hours

WELCOME

WELCOME NOTE FOR SYMPOSIUM

  • This is the 5th symposium organized by FPAM and 2020 is a special year as we celebrate our 20th anniversary!
  • The symposium is part of the FPAM Financial Literacy Year (FPAMFLY 2020) and is in support of Financial Education Network (FEN).
  • We have received excellent feedback over the years and we have decided to once again organize the prestigious event showcasing leaders and talented individuals in the financial planning industry.
  • We are excited to introduce you to this year’s symposium comprising with an excellent lineup of speakers! These individuals will speak on how to overcome the challenges that we are currently facing in Covid-19 situation.

WHY

WHY YOU SHOULD ATTEND

  • More than 5 parties endorsement
  • Inspire by the expert
  • An excellent lineup of speakers
  • Networking opportunities
  • Trade Show & Booths

TICKETS

GET YOUR TICKETS

ONLINE

REGISTRATION

RM250

  • ZOOM VIRTUAL PLATFORM

PHYSICAL

REGISTRATION

RM350

  • OFFLINE REGISTRATION

COUNTDOWN

SYMPOSIUM COUNTDOWN

Event starts in :

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AGENDA

AGENDA

Revolving Itinerary

Please note that the itinerary is subject to change, and will be updated continuously up during the symposium.

08:00

AM

REGISTRATION

09:00

AM

OPENING ADDRESS BY EMCEE

09:05

AM

WELCOME ADDRESS BY MR ISMITZ MATTHEW DE ALWIS

FPAM President

09:15

AM

SPEECH BY MR NICHOLAS CHU CHEE KHIANG

Organizing Chairperson, FPAMFLY 2020

09:25

AM

KEYNOTE ADDRESS BY DATUK SYED ZAID ALBAR

Executive Chairman, Securities Commission Malaysia

09:35

AM

FPAMFLY 2020 VIDEO PRESENTATION

09:40

AM

MFPYA 2020 AWARD PRESENTATION

Photography Session with Partners & Sponsors

10:00

AM

REFRESHMENTS & PRESS CONFERENCE

10:30

AM

SESSION 1: ROLES AND OUTLOOK OF FINANCIAL EDUCATION NETWORK (FEN)

Established in 2016, the Financial Education Network serves as an inter-agency platform to increase the impact of financial education initiatives and identify new opportunities to elevate financial literacy among Malaysians through greater alignment, closer collaboration and a strong focus on impact assessments. The Financial Education Network is committed to work collaboratively with partners in a holistic manner to achieve the vision of the National Strategy. After all, how can the financial professional leverage this to the clients?

By Financial Education Network (FEN)

11:30

AM

SESSION 2: IMPACT OF THE COVID-19 ON MALAYSIA ECONOMIC

The only thing certain about the current global economic outlook is its uncertainty. This session will cover the comparative impact of the immediate health crisis and subsequent economic dislocation. Uncertainty doesn’t have to mean immobility and it can also mean opportunity – applying plausible and variables towards the path to economic recovery is essential to making strategic decisions for the future. After all, the businesses are eagerly looking forward into the New Reality: What will the future look like post COVID-19?

By Charles Boon Souw Meng
Senior Investment Consultant, Private Wealth, Kenanga Investors Berhad

12:15

PM

SESSION 3: STRATEGIC ASSET ALLOCATION IN PANDEMIC FOR LONG TERM PORTFOLIO

Many investors are affected by the current situation and their portfolio are most likely tied to their life goals. How can we build a robust investment portfolio under the current market volatility and protect it for these long-term goals?

By Danny Wong Teck Meng
Chief Executive Officer/Executive Director, Areca Capital Sdn Bhd

01:00

PM

LUNCH

02:00

PM

SESSION 4: PROTECTION INDUSTRY : RISK MANAGEMENT IN AN UNCERTAIN TIME

The economic impact of pandemic is nothing like anything the world has seen before. As remote as these potential risks might be, should they arise, they could certainly wreak havoc on your business. Time is of the essence to get a grip on this new kind of crisis. So, what’s the insurance take up rate in Malaysia? What is the protection industry roles in this pandemic in helping the public? And why the risk management is important for both life and assets in the current situation?

By Paul Low Hong Ceong
Chief Executive Officer, Etiqa Life Insurance Bhd

02:45

PM

SESSION 5: WEALTH MANAGEMENT: ADAPTING AND THRIVING IN AN UNCERTAIN WORLD

As the road out of lockdown opens, wealth managers are turning their strategic focus to how to compete in the much-changed marketplace emerging from the crisis. The markets might be challenging, but there’s more scope for innovation, differentiation and winning new business. What are the top priorities?

By Alvin Tan Chin Cherng
Chief Executive Officer, UOB Kay Hian Wealth Advisors Sdn Bhd

03:30

PM

TEA BREAK

04:00

PM

SESSION 6: AN INDIVIDUAL'S FINANCIAL LIFE DURING COVID-19 - A PERSPECTIVE FROM THE MEDIA INDUSTRY

Months into the crisis, many countries have reopened their economies, allowing a cautious return to work, play, and economic life. The pandemic would likely remain a fact of life for the foreseeable future. With the immediate effects of COVID-19 on financial sentiment, behaviors, needs, and expectations among household financial decision makers around the globe, what would an individual want from financial professionals?

By Sonya Chee Sook Fern
Head of Sponsorship and Campaign Development, BFM 89.9 - The Business Station

05:00

PM

CONCLUDE OF FPAM ANNUAL SIGNATURE FINANCIAL PLANNING SYMPOSIUM 2020

SPEAKERS

SPEAKERS

CHARLES BOON

DANNY WONG

PAUL LOW

ALVIN TAN

SONYA CHEE

PARTNERS

STRATEGIC PARTNER

7TH OCTOBER, 2020

SIME DARBY CONVENTION CENTRE, KL & ZOOM VIRTUAL PLATFORM

Annual Signature Financial Planning Symposium 2020

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