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

Please note that the itinerary is subject to change.

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: IMPACT OF COVID-19 ON MALAYSIAN ECONOMY

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; it can also mean opportunity – applying plausible solutions and variables towards the path to economic recovery is essential in making strategic decisions for the future. What will the future of businesses post Covid-19?

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

11:15

AM

SESSION 2: STRATEGIC ASSET ALLOCATION DURING THE PANDEMIC FOR LONG-TERM PORTFOLIOS

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

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

12:00

PM

SESSION 3: WEALTH MANAGEMENT: ADAPTING AND THRIVING IN AN UNCERTAIN WORLD

As the road out of lockdown opens, wealth managers are turning their strategic focus to compete in the much-changed marketplace emerging from the crisis. The market is becoming more challenging, but there’s 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

12:45

PM

LUNCH

02:00

PM

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

The economic impact of the Covid-19 pandemic is unlike 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. What is the insurance take up rate in Malaysia? What is the protection industry’s role in this pandemic to help the public? And why is risk management 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: FINANCIAL WELL BEING OF MALAYSIANS THROUGH FINANCIAL LITERACY WITH FEN

Established in 2016, Financial Education Network (FEN) 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. FEN is committed to working collaboratively with partners in a holistic manner to achieve the vision of the National Strategy. How can the financial profession leverage on this to help their clients?

By Datin Arlina Ariff & Jawahar Ali Ameer Ali
Financial Education Network (FEN)

04:00

PM

TEA BREAK

04:15

PM

SESSION 6: HOW TO BECOME A PERSONAL FINANCE THOUGHT LEADER IN THE WORLD OF SOCIAL MEDIA

The rise of social media, technology advancement and fast-changing lifestyle have reshaped views on how the public receive information including on financial literacy. In addition, relationships between brands and consumers, CEOs and employees, and even sales persons and consumers have changed, thanks to social media! With innovative insights and thought leadership becoming the new commodity, leaders, experts and sales professionals have the opportunity to become the visible experts and ambassadors of their brands. Learn how you can promote financial literacy and your services through the power of social media!

By Nina Sharil Khan
Founder & CEO, PopCon, International Speaker & Host

05:15

PM

CONCLUDE OF FPAM ANNUAL SIGNATURE FINANCIAL PLANNING SYMPOSIUM 2020

SPEAKERS

SPEAKERS

DATIN ARLINA ARIFF

JAWAHAR ALI

CHARLES BOON

DANNY WONG

ALVIN TAN

PAUL LOW

NINA SHARIL KHAN

PARTNERS

STRATEGIC PARTNER

7TH OCTOBER, 2020

SIME DARBY CONVENTION CENTRE, KL & ZOOM VIRTUAL PLATFORM

Annual Signature Financial Planning Symposium 2020

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