Fulfilling Profession in Financial Planning with Globally Recognised CFP Certification

July 8, 2015 | By | Reply More
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Date: Saturday, July 11, 2015
Time: 10:00am to 12:00pm (Registration starts at 9:30am)
Venue: Lecture Theatre 2, Ground Floor, KDU Glenmarie Campus, Shah Alam, Jalan Kontraktor U1/14, Seksyen U1, 40150 Shah Alam, Selangor Darul Ehsan, MALAYSIA

Admission is FREE to all. Light refreshments will be served.
Registration required: http://goo.gl/forms/CYI68A6iW4

A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” ~ Alexa Von Tobel

Financial planning is a sun-rise industry with growing household debts, removal of subsidies and implementation of Goods & Services Tax. Everyone needs to plan carefully for their personal finances. What about existing financial intermediaries? What can it do for you?

The supporting body for this profession is Financial Planning Association of Malaysia (FPAM), through its certification programmes, Certified Financial Planning (CFP) and Certified Islamic Financial Planning (IFP).

As at December 2014, there are 2,400 certified members with FPAM. Potential Malaysian population requiring some form of financial planning is estimated at 8 million as at 2014.

Want to know more, attend this talk for a better idea and if this profession is for you, sign up for the certification.

Key Contents:

1. Introduction
  • Financial Planning in Malaysia
  • Financial Planning Association Malaysia
  • Certified Financial Planning/Islamic Financial Planning
2. License to Practice
  • What it takes to be licensed
  • Attributes of financial planner
3. Why Financial Planning?
  • Role of a financial planner
  • Importance of a financial plan
  • Your contribution as a qualified and licensed planner
4. Practice Models in Malaysia
  • Fee based or product commission?
  • Existing successful models
  • Market readiness for financial planning
5. Financial Planning Tools
  • Tools available
  • Purpose of each tool
  • When to use
6. Financial Planning & The Financial Intermediary
  • Decision to remain a financial intermediary
  • Effects of CFP to a financial intermediary’s business
  • Benefits to the financial intermediary & client

Don’t miss this informative complimentary talk by FPAM!

Let Financial Planning Standards Board (FPSB) tells you Why Firms Value CFP Certification. Watch it HERE!

Speaker

linnet-lee

Linnet Lee

Linnet Lee is the CEO of Financial Planning Association of Malaysia (FPAM). Prior to her appointment as CEO of FPAM, Linnet Lee was Head of Financial Planning Department in an independent financial advisory firm, where she held a Capital Market Services Representative (CMSRL) and Financial Adviser Representative (FAR) Licence. In her current capacity she has moderated the panel discussion for Federation of Investment Managers, Malaysia for their 2014 Conference.

She was also an independent workshop facilitator conducting sales, motivation and financial planning related workshops for organisations and financial institutions such as AB Mauri Malaysia, OYL Manufacturing Company, MAAKL Mutual, FIMM and Etiqa Insurance & Takaful. Formerly she was attached to CIMB Wealth Advisors as Senior Vice President, Performance Development Department.

Linnet obtained her Certified Financial Planning (CFP) Certification and Islamic Financial Planning (IFP) Certification through Financial Planning Association of Malaysia (FPAM) and has been its member since 2002.

Who Should Attend:

General public, students, undergraduates, fresh graduates, young adults, CFP students and anyone who is interested in the topic. Admission is FREE to all. Please register below. Light refreshments will be served.

Online Registration (required):

http://goo.gl/forms/CYI68A6iW4

Contact

KDU Management Development Centre Sdn. Bhd. (KMDC)
Tel: 603-5565 0799/0798 (weekdays)
Mobile: 6012-398 9030 (weekends)

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