Newsroom
Attention all December ‘ 08 exam candidates!
Examination dockets have been sent out. Please look out for your docket in the mail.
Take advantage of the RM500 rebate being incentive scheme upon passing the exam currently available. Register now.
Click here to read more.
November 24, 2008, Kuala Lumpur
The inaugural Islamic Financial Planner Award and MOU Signing ceremony was held at the Sime Darby Convention Centre, Bukit Kiara today. The Islamic Financial Planner (IFP), a professional certification program, is a joint collaboration between Islamic Banking and Finance Institute (IBFIM) and The Financial Planning Association of Malaysia (FPAM). This program to produce qualified Islamic financial planning professionals is the first in Malaysia and the world.
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October 10, 2008, Kuala Lumpur ~ Universiti Tun Abdul Razak (UniTAR), Islamic Banking and Finance Institute (IBFIM) and The Financial Planning Association of Malaysia (FPAM) today signed a Memorandum of Understanding to introduce Islamic financial planning subjects into its Bachelor of Business Administration programme.
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Events
Date: Nov 21, 2008 ( Friday )
Once again, here’s the event where Certified members come together for a splendid evening to have a great time for networking and fellowship. So, sign up NOW as seats are limited on ‘First come first serve basis’.
Click here for Registration Form and details
Penang Chapter
Date: November 15, 2008 (Saturday)
Time: 5:30 PM - 10:30 PM
Topic: Investing In Turbulent Times - Pure Investment Philosophy
Venue: Bayview Hotel, Georgetown, Penang
CE Points: Five (5)
Click here for registration form and talk outline.
Melaka Chapter
Date: November 15, 2008 (Saturday)
Time: 2 PM - 6 PM
Speakers: Mr Tang Khan Loon
Venue:De Lisbon Hotel, Melaka
CE Points: Five (5)
Click here for registration form, course outline and venue map.
Bank Negara Malaysia jointly with AKPK, FMB and PIDM is organizing an exhibition event themed ‘Minggu Kesedaran Kewangan 2008’ (M2K 2008) in Johor Bahru.
The exhibition is open to the public and the program includes seminars, financial clinics and also many fun activities and contests for children too. Exhibitors comprise of government agencies, financial institutions and various organizations in the financial products and services sector.
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Carol Yip to conduct Inaugural FPAM Ipoh Chapter Seminar
FPAM Ipoh Chapter is organizing a half-day Continuing Education (CE) course entitled “Understanding Your Clients - The Psychological Perspective” on October 24, 2008 (Friday) at Ipoh City & Country Club.
Participants will learn the effective techniques that will help sharpen their skills as an emphatic financial planner who understands his client’s financial aspiration in life. The take-home value for the participants will be an increase in his appreciation of interpersonal relationships through understanding the aids and barriers involved in the fact finding process. It will also equip participants with the skills necessary to improve interpersonal relationships with clients.
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CE Courses
November 29, 2008
A SIDC CPE accredited course with 10 CPE Points.
Incorporating “Code of Ethics” 2 CE points.
What We Should Know About It & What We Can Do To Help Our Fellow Malaysians Prepare For It!
This course helps financial planners grasp the large-scale changes taking place within Asia as they pertain to the skyrocketing difficulties faced by future retirees.
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December 3, 2008
An INTI/FPAM Course
A SIDC CPE-accredited Course with 10 CPE Points!
Objectives
- To examine the major areas where public listed companies use accounting policies (“cosmetic accounting”) to optimise their financial statements
- To review the financial statements of key companies identified as using such methodologies, and understand where such usage may have been apparent to skilled analysts
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December 3, 2008
A SIDC CPE accredited course 10 CPE Points.
The Financial Planning practice industry has evolved significantly over the last few years. Finding the right practice model within the regulatory framework of Securities Commission and Bank Negara has always been a challenge to many qualified CFPs and RFPs.
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| Speaker: |
Mr. Ooi Kok Hwa |
| Date: |
Jan 17, 2009 / Saturday [ full day ] |
| Venue: |
Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, Jalan Bukit Kiara, Off Jalan Damansara, 60000 Kuala Lumpur |
| Registration: |
8.30 am – 9.00 am |
| Time: |
9.00 am – 5.00 pm |
| Fee: |
Early Bird Special – RM250 ( FPAM Member), RM300 (Public)
Normal – RM300 ( FPAM Member), RM350 (Public)
Fee includes seminar materials, buffet lunch and refreshments. |
| CE Points: |
Ten (10) |
| CPE Points: |
Ten (10) |
Objectives
After completing the course, participants should be able to:
- Understand the importance of industrial and company analysis
- Select the right industry to invest at the right time
- Understand the structure and operational characteristics of various industries
- Have an in-depth understanding on the banking sector
Register before 1st January, 2009 to enjoy Early Bird Discount!
A SIDC CPE-accredited Course with 10 CPE Points!
Click here for registration form and course outline.
| Speaker: |
Mr. Mike Lee |
| Date: |
Mar 14, 2009 / Saturday [ full day ] |
| Venue: |
Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, Jalan Bukit Kiara, Off Jalan Damansara, 60000 Kuala Lumpur |
| Registration: |
9.00 am – 9.30 am |
| Time: |
9.30 am – 5.00 pm |
| Fee: |
Early Bird Special – RM250 ( FPAM Member), RM300 (Public)
Normal – RM300 ( FPAM Member), RM350 (Public)
Fee includes seminar materials, buffet lunch and refreshments. |
| CE Points: |
Ten (10) |
| CPE Points: |
Ten (10) |
Objectives
- Discover the truth about unit trust investments – are they really viable investment instruments?
- Learn to use the financial planning approach to conduct fact-find about investor objectives, risk profile, time horizon, affordability to invest and investment strategies.
- Learn how some economic indicators can influence the performance of the unit trust portfolio over time.
- Learn how to develop a basic plan for investors by using a combination of asset allocation and dollar cost averaging strategy.
- Learn how re-balancing of a unit trust portfolio is done in both a recovery and declining market situation.
Register before March 1, 2009 to enjoy Early Bird Discount!
A SIDC CPE-accredited Course with 10 CPE Points!
Incorporating “Code of Ethics” 2 CE Points.
Click here for registration form, speaker profile and course outline.
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