2 Day Intensive Examination Techniques and Train the Financial Instructor Programme
Organizer
:
Malaysian Financial Planning Council (MFPC)
Date
:
10 ¨C 11 November 2006 (Friday & Saturday)
Time
:
9.00am ¨C 5.00pm
Venue
:
Malaysian Insurance Institution (MII)
Fee
:
RM500
Instructor
:
Mr. Lim Yuen Seong
Day One ¨C Train the Financial Instructor Day Two ¨C Examination Techniques
CPD 6 hours per day MFPC accredited
For enquiries and registrations please call 03-26931900, Ms. Wee
SIDC Capital Market Workshop Series: The Malaysian Bond Market
Organizer
:
Securities Commission
Date
:
6-7 November 2006, Monday & Tuesday
Time
:
8.30am ¨C 5.15pm
Venue
:
Conference Hall 2, Securities Commission 3, Persiaran Bukit Kiara, Bukit Kiara 50490 Kuala Lumpur
Fee
:
RM500 per participant (inclusive of lunch, refreshment and workshop documentation)
CPD 4 hours per day MFPC accredited
Speakers for this workshop are:- Saw Teng Lam - Securities Commission Megat Osman Megat Shamsuddin - Utama Merchant Bank Berhad Mohd Shaharul Zain ¨C Bond/Web Malaysia Kevin Lim ¨C Rating Agency Malaysian Bhd Lee Chin Tok ¨C Commerce International Merchant Bankers Bhd
Key Benefit of Attending - Gain a comprehensive understanding of the Malaysian bond market - Get am overview of the legal and regulatory framework, roles of principal players and bond trading mechanics - Learn recent developments in the Malaysian bond Market, its growth and performance, and market trends - Identify the different types of bonds and learn the basic calculations for bonds - Understand the significance of the Malaysian PDS market and the different sources of fund-raising
For enquiries and registrations please call 03-62048665/8667
Marching Toward TOP of The Table (TOT) for 2006 - ÂõÏòTOT ֮·
Organizer
:
Cani Success Sdn Bhd
Co-Organizer
:
Premier Financial Advisers Sdn Bhd
Date
:
11 & 12 October 2006
Time
:
9.00am to 7pm
Venue
:
The Summit Hotel, Subang USJ
Fee
:
Fee before 30 September 2006 are as below: RM300 Silver Seats (Normal price RM750) RM450 Gold Seats (Normal price RM850) RM850 Platinum Seats (Normal RM1380)
For enquiries and registrations, please contact Mr. Kee Wah Soong, at 03-21426354 or 016-2628999
Using Psychology to Enhance Financial Services Business
Organizer
:
Deakin International Sdn Bhd
Date
:
04th October 2006 (Wednesday)
Time
:
8am - 5pm
Venue
:
Auditorium, Securities Commission
Fee
:
Usual RM 398.00 per pax *RM 198 for registration before 1 Sept 2006 *RM 398 for registration 1 Sept 2006 onwards *RM 198 for group registration of 10 and above (per person) *RM 250 for All FPAM, MFPC & Licensed SC Intermediaries (per person) Including materials handout, tea breaks and lunch.
CPD 6hours MFPC accredited
Speakers
1. Geoff Davey - A member of the Australian Financial Planning Association and an International Member of the US Financial Planning Association
2. Dr Goh Chee Leong - Director, Center for Psychology HELP University College
3. Ronald Leong - Group CEO of Deakin, Board Member of Financial Planning Association of Malaysia
Why is important that you should attend?
You would be able to learn to assist your clients transform their feelings into goals, i.e enumerate specific goals and also prioritized goals accordingly. In particular, you'll learn a proper understanding of risk tolerance as a psychological trait, how to assess your client's risk tolerance and how to use that assessment in giving best practice advice.
1.Present financial planning in simple and easy to understand terms 2.Create awareness on the importance of financial planning 3.Create awareness on the urgency of starting early 4.Create awareness on the cost of procrastination 5.Realise the temptation to spend and spend 6.Understand the obstacles to saving and investing 7.Simple strategies to improve the financial position 8.Know where you are and how to get to where you want to be 9.How and why a financially stable employee can contribute to higher productivity
For enquiries and registrations please call Mee Leng/Aishah/Ali 016-2321992/016-2331992 or 03-80621992
Financial Planning Seminar - ¾«Ã÷ÐÅÍÐÀí²Æ½²×ù»á
Co-Organizer
:
±±º£ÍþÊ¡³ÂÊÏò£´¨ÌÃÇàÄêÍÅ ÇàÔËÍþ±±ÏØ»á ±±º£ÖÐÑëʨ×Ó»á ¹â»ªÈÕ±¨ ¾«Ã÷Àí²ÆÔÓÖ¾ Malaysian Financial Planning Council (MFPC)
National Association of Malaysian Life Insurance and Financial Advisor (NAMLIFA)
Date
:
19th August 2006 & 20th August 2006 (Saturday & Sunday)
Time
:
8.30am ¨C 10.30pm (19th August 2006) 8.30am ¨C 6.30pm (20th August 2006)
Venue
:
Putra World Trade Centre, Kuala Lumpur (PWTC)
Fee
:
June 2006 ¨C RM398 July 2006 ¨C RM438 Closing date, 31st July 2006 (Fee inclusive of 2 lunches and 4 tea breaks)
CPD 7.5 hours per day MFPC accredited
Speakers: Mr. Anthony Morris (South Africa), Ms. Deborah Leong (Malaysia), Mr. Lim Teck Hoe (Malaysia), Mr. G.Gopinath (India), Mr. Lim Yuen Seong (Malaysia), Mr. James Bong (Malaysia), Mr. Steven K C Tan (Singapore), Mr. Palanisamy Nachimuthu (Malaysia), Mr. Selladurai A/L Karuppan (Malaysia), Mr. Jason Tsai (Taiwan), Mr. Tan Chong Meng (Malaysia), Mr. Song Soon Onn (Malaysia), Mr. Michael Ee (Singapore), Dr. M Swamenathan (Malaysia), Mr. V Mahalingam (Malaysia), Mr. Yu Wen Bo (China), Mr. Yong Mow Huah (Malaysia), Mr. Jackson Ting (Malaysia), Mr. Paul Chan (Singapore), Mr. Daniel Murthy (Malaysia), Steven Tiw (Malaysia)
For enquiries and registrations please call 03-92813167 or visit www.namlifa.org.my
For hotel reservation please call Hotel Grand Continental, KL at 03- 26939333 or Vistana Hotel Kuala Lumpur at 03-40428000 ext 8216.
Neuro-Linguistic Programming (NLP) & Neuro-Semantics (NS) Part I Coaching Essentails/NLP for Communication Part II NLP for Communicating Change
Organizer
:
BrainStation Academy
Date
:
20- 22 July 2006 (Part I) & 9-12 August 2006 (Part II)
Time
:
9am ¨C 6pm
Venue
:
BrainStation Academy C-3-3, Warisan CityView, 2 ½ Miles Jalan Cheras, Kuala Lumpur
Fee
:
Part I & Part II RM3820.00 (Introductory class rebate: 10%, inclusive of training materials & refreshment)
Speaker: Mr. Andrew Bryant is an internationally recognized coach and trainer of Neuro-Semantics and Neuro-Linguistic Programming.
You will learn to: Be an effective and influential communicator Change beliefs that block your success Master your thinking Increase your emotional intelligence Set goals and achieve them Create rapport and connection with people Sell effectively Negotiate Manage stress Use you unconscious mind to make change Increase focus and performance Accelerate your learning Have health and energy
Half Day Tea Talk on Estate Planning Advisory Practice within Financial Planning in Kuching, Johore and Penang
Will & Trust for Successful Wealth Distribution
Organizer
:
Jon Wise Sdn Bhd
Date
:
9th August 2006 (Wednesday)
Time
:
9.00am - 5.00pm
Venue
:
61-3, Jalan Puteri 2/1, Bandar Puteri, 47100 Puchong, Selangor
Fee
:
RM 290.00
Speakers: Mr. Seow Kim Hock
Course Content: -Wills for Muslims & non-Muslims -Benefits of having a will -Consequences of not having a will -Role of life Insurance -Life insurance trust -Wealth creation -Trustee
For enquiries and registrations please call Cik. Aishah or En. Ali at 03-80621992
Half Day Tea Talk on Estate Planning Advisory Practice within Financial Planning in Kuching, Johore and Penang
Date
Time
Venue
13th July 2006
2.00pm - 6.30pm
Inti College, Kuching
29th July 2006
2.00pm - 6.30pm
Disted Stamford College
4th August 2006
2.00pm - 6.30pm
Hyatt Regency Johor Bharu
Organizer: A.D. Capital Sdn Bhd
Fees :
1. Org.Member (FPAM, MFPC, MIA members & Licensed Rep (SC) ¨C RM108
2. Early Bird (org.member only) registered & paid before 2 weeks of each event Date ¨C RM88
3. Others ¨C RM128
(Included materials handout, 1 tea break)
CPD 4 hours per day MFPC accredited
Speakers
Mr. Alvin Yap - B.Eng, M.ScFP(NZ), ChLP, FChFP, RFP
Mr. Nordin Manan ¨C CA CFP
Mr. Anderson Cheah ¨C BBA (Hons). IRFC
For enquiries and registrations please call 03-79568833 or 03-78064900
How to Ease Your Financial Stress - ÈçºÎ磽â²ÆÎñѹÁ¦
Organizer
:
Trans Info Media Sdn Bhd
Date
:
26 July 2006
Time
:
6pm ¨C 10pm
Venue
:
Wisma Chinese Chamber of Commerce, Jalan Ampang
Fee
:
RM48 (member) RM68 (non- member)
The Speaker: Mr. Ong Boon Teck Ms. Lim Wen Chai Mr. Kenny Chong
Asset Protection & Preservation (Strategies for your hard earned wealth)
Organizer
:
A.D. Capital Sdn Bhd
Date
:
15 July 2006 (Saturday)
Time
:
2.00pm ¨C 6.00pm
Venue
:
Hyatt Hotel Kinabalu, Kota Kinabalu, Sabah
Fee
:
RM138 Early bird / RM168
CPD 3 hours per day MFPC accredited
The Speaker: Mr. Alvin Yap ¨C B.Eng, M.ScFP(NZ), ChLP, FChFP, RFP
Seminar Outlines:
Clearing the MYTH that Estate Planning is a product
It is not ENTIRELY about death ¨C applying Preservation, Accumulation and Distribution to your wealth strategies 10 common mistakes made by Malaysian in planning for their Estate
Having a will is almost always NOT COMPLETE
Putting all your hard earned Assets in a Will can cause SERIOUS PROBLEM to your WEALTH
Determining your Tax Liabilities ¨C preparing for Audit/Investigation by Inland Revenue Bureau (IRB)
The Speaker & Topics as below: 1. Classic Style of Management - Professor Tseng Shih Chiang 2. The Strategy of Top Seller - Mr. Li Ming Chi 3. Subject Focus and Creativity - Mr. Cai Chao Dong 4. How to Achieve High Effective Team Work Performance - Professor Chang Chin Kui 5. Blue Ocean Strategy - Mr. Cao Chun Chang 6. Full Co-operation of Almond Team Work Members - Mr. Yang Guang 7. The Management of VIP Clients - Mr. Jian Hong 8. Management by Creative Idea - Ms. Tang Ya Jun 9. High Profit Return Management - Dr. Li Jian
For enquiries and registrations, please contact Mr. Kee Wah Soong, at 03-21426354 or 016-2628999
Berjaya Georgetown Hotel Penang. 1-Stop Midlands Park Burmah Road 10350 Penang
Fee
:
RM35 included Tea Break
For enquiries and registrations, please contact 04-2620566.
CPD 4 hours MFPC accredited.
Speakers for one day workshop are: 1. Mr. Jackson Ting Hwong Sui 2. Mr. James Tan Boon Pock 3. Ms. Chloe Hua 4. Mr. Loh Chye Teik
Practice Management Workshop ¨C Building Successful Financial Planning Practice
Organizer
:
Malaysian Association of Chartered Financial Consultants (MAChFC)
Date
:
07 July 2006
Time
:
9.00am ¨C 5.30pm
Venue
:
Boulevard Hotel
Fee
:
RM250.00 Limited to 40 seats only (First come first serve)
CPD 6 hours per day MFPC accredited
Speakers: 1.Apelles Poh (MFP, CFP) ¨C Experience sharing from Singapore Planner 2.Shahid Ghauri - Experience sharing from Australian Financial Planner
For enquiries and registrations please call 016-3733826 (Ms.Teo) or visit website www.machfc.org
ADVANCE PRATICE MANAGEMENT IN ESTATE PLANNING ADVISORY PRACTICE
Date
:
01st July 2006 (Saturday)
Time
:
8.30am ¨C 5.30pm
Venue
:
Conference Hall 1, Securities Commission Bukit Kiara, Kuala Lumpur
Fee
:
Org.member (FPAM, MFPC, MIA members & Licensed Rep (SC)- RM499 Early Bird (org.member only) registered & paid before 16th June 2006 ¨C RM450 Others (Including materials handout, 2 tea breaks and lunch) ¨C RM550
For enquiries and registrations, please contact 03-79568833 (Amanda).
CPD 7 hours per day MFPC accredited.
Speakers for one day workshop are: Alvin Yap B. Eng, M,ScFP (NZ), ChLP, FChFP, RFP Principal Consultant & Managing Director of A.D. Capital Sdn Bhd
Nordin Manan CA CFP Senior Partner of Ashadi & Manan Personal Planners
Andersin Cheah BBA (Hons.) IARFC Founder & Managing Director of FINSYS Solution Sdn Bhd
2 Day Business Insurance - Mastery I & II Training Programme (Technical Essential of Business Insurance & Risk Management & Succession Planning)
Date
:
06th June - 07June 2006 (Tuesday & Wednesday) for Mandarin version 15th - 16 th June 2006 (Thursday & Friday) for English version
Time
:
9.30am ¨C 5.30pm
Venue
:
BrainStation Academy
Address
:
C-3-3, Warisan CityView, 2 ½ Miles Jalan Cheras, Kuala Lumpur
Instructor
:
Mr. Lin Yuen Seong & Mr. Chong Kin Fatt
CPD 6 hours per day MFPC accredited.
Programme Benefits Program is designed to provide financial practitioners with critical knowledge and skills to support business insurance advisory and selling activities.
Learning Features Interactive Lectures, case studies, role-plays and exercises
Who Should Attend Financial advisors, agents, trainers and Management staffs of Financial services organizations involving directly and indirectly in marketing financial products to business.
Registration Fees: Member - RM500.00 (Inclusive of training materials & Tea-breaks)
Important Note: Certification of Attendance (by D¡¯Wealth Strategists (M) Sdn Bhd) will be issued upon fulfillment of the attendance requirements.
Venue: Unit 1006, Block B, Phileo Damansara 1, Jalan 16/11, Selangor
Program
Date
Time
Closing Date
Essential Estate Planning Practice ¨C The Intricacies
6th May, 6th Jun, 5th Jul 06
9.30am ¨C 5.30pm
Two week before event date
To ¡®Trust or Not to ¡®Trust¡¯ in Estate Planning
9th May, 7th Jun, 6th Jul 06
9.30am ¨C 5.30pm
Two week before event date
To ¡®Will¡¯ or not to ¡®Will¡¯ in Estate Planning
10th May, 14th Jun, 18th Jul 06
9.30am ¨C 5.30pm
Two week before event date
Managing Individual¡¯s Risk in Estate Planning
20th May, 15th Jun, 19th Jul 06
9.30am ¨C 5.30pm
Two week before event date
Islamic Estate Planning
24th May, 21st Jun, 26th Jul 06
9.30am ¨C 5.30pm
Two week before event date
The intricacies of Business Succession Planning
25th May, 22nd Jun, 27th Jul 06
9.30am ¨C 5.30pm
Two week before event date
Note: The above calendars for the respective trainings are subject to change
For enquiries please call to A.D.CAPITAL SDN BHD Unit 1006, 10th Floor, Block B, Phileo Damansara 1, Jalan 16/11, Petaling Jaya, Selangor. Tel : 03-79568833 or e-mail: enquiry@adcapital.com.my
2nd Money Compass PFPW¡¯ 06 Exhibition & Seminar
¡°Wise Financial Planning For Better Living¡±
Organiser
:
Money Compass
Date
:
21st May 2006 & 22nd May 2006 (Saturday & Sunday)
Time
:
10am ¨C 7pm
Venue
:
Wisma MCA, Jalan Ampang, Kuala Lumpur
CPD 6 hours per day MFPC accredited.
Speakers for two days seminar are: Mr. Kenny Chong (President, NAMLIFA) Mr. Tan Beng Wah (CEO, SBB Mutual) Mr. LOh Wan Gem (General Manager, Rockwills Corporation Berhad) Mr. Clement Heng (General Manager, Life Division, AmAssurance) Mr. Paul Low (Deputy CEO, Public Mutual Berhad) Mr. Kee Wah Seong (Vice President, MFPC) Ms. Evelyn Chu (Vice President, MAChFC) Mr. Phua Lee Kerk (CEO, Pheim Unit Trusts Berhad) Mr. Fung Siling (Senior Investor) Mr. Teoh Kok Lin (Managing Director, Singular Asset Management) Mr. Peck Boon Soon (Assistant General Manager, RHB Research Institute Sdn Bhd)
2 Day Business Insurance - Mastery I & II Training Programme (Technical Essential of Business Insurance & Risk Management & Succession Planning)
Date
:
27th ¨C 28th April, 2006 (Thursday & Friday)
Time
:
9.30am ¨C 5.30pm
Venue
:
BrainStation Academy
Address
:
C-3-3, Warisan CityView, 2 ½ Miles Jalan Cheras, Kuala Lumpur
Instructor
:
Mr. Lin Yuen Seong & Mr. Chong Kin Fatt
Programme Benefits Program is designed to provide financial practitioners with critical knowledge and skills to support business insurance advisory and selling activities.
Learning Features Interactive Lectures, case studies, role-plays and exercises
Who Should Attend Financial advisors, agents, trainers and Management staffs of Financial services organizations involving directly and indirectly in marketing financial products to business.
Registration Fees: Member - RM500.00 (Inclusive of training materials &Tea-breaks)
Important Note: Certification of Attendance (by D¡¯Wealth Strategists (M) Sdn Bhd) will be issued upon fulfillment of the attendance requirements.
Mr. S.K Samy (Topic: Embracing Change) Ms. Christina Khoo (Topic: Winning Atitude)
For more details, kindly contact Mr. Chew Fa / Ms. Sharon (07-3303312)
MAChFC 3rd Convention (24 March 2006)
Organiser
:
Malaysian Association of Chartered Financial Consultants (MAChFC)
Date
:
24 March 2006
Venue
:
Convention Hall, Securities Commission
CPD Hours
:
6 CPD hours
Objectives:
1. Achieving your life style goals through Financial Planning 2. Helping clients to achieve their financial life style goals 3. Making Financial Planning career your life style
For more details and registration form obtainable from MAChFC, Contact no.: Tel: 03-23812311.
Seminar : Strategy Development For Highly Competitive Markets (10 March 2006)
Training Provider
:
Women's Institute of Management
Date
:
10 March 2006
Time
:
9.00 am - 5.00pm
Venue
:
Nikko Hotel, Kuala Lumpur
CPD Hours
:
7 CPD hours for RFP Designees
Objectives:
Sharpen your strategic formulation skills
Examine and fine tune your business model
Focus your attention on your competition, differentiation and execution of your strategies
MAChFC Tea TAlk - The Market Outlook for 2006 (10 February 2006)
Organiser
:
Malaysian Association of Chartered Financial Consultants (MAChFC)
Date
:
10 February 2006
Venue
:
14 Jalan Utara, PJ
CPD Hours
:
3 CPD hours
Speaker: Mr Chen Fan Fai, UOB-OSK Asset Management Sdn Bhd
For more details and registration form obtainable from MAChFC, Contact no.: Tel: 03-23812311.
Seminar : Will Writing Services Training (to be scheduled in year 2006)
Training Provider
:
Integrated Will Services (M) Sdn Bhd
Schedule
:
To be confirmed
Time
:
9.00 am - 5.00pm
CPD Hours
:
6.5 CPD hours
Topics Covered :
o Financial Planning Model and Intro to Will Writing Business o What is a will o Why write a will, what happened when a person passes away, 3 steps to preparing your will o How to take instruction from customer For registration or further details of the programme, kindly contact Ms Adeline from IWS at 03-22822002.
Seminar : Trust Planning for Individuals (to be scheduled in year 2006)
Organiser
:
Rockwills Corporation Sdn Bhd
Schedule
:
To be confirmed
Time
:
9.00 am - 5.00pm
Types of seminar
:
I) 3-day structured programme, full attendance will be entitled for 15 CPD Hours II) 1 to 2-day unstructured programme, attendance for each day will be entitled for 6.5 CPD Hours
Course Objectives:-
This course hopes to educate the Professional Will Writers and financial planners to recommend to their clients the need to create a trust in the financial planning process based on the client's need and risk management.
For registration or further details of the programme, kindly contact Rockwills Corpodation Sdn Bhd, Tel No. 03-79541993.
Workshops : 5 series of workshops in providing professional will-writing service (to be scheduled in year 2006)
Organiser
:
Rockwills Corporation Sdn Bhd
Schedule
:
To be confirmed
Time
:
Half-day programme
CPD Hours Workshops
:
3 CPD Hours for each workshop 1. Getting A Comprehensive Will 2. Living Trust vs Testamentary Trust 3. Taking Your Wishes 4. Keeping Your Will Safe 5. 2 In 1 : Will & Insurance
Course Objectives:-
The workshops are designed to further enhance the knowledge and skills of financial planners and Professional Will Writers in providing professional will-writing service. These workshops adopt a practical approach in delivering the workshop contents.
For registration or further details of the programme, kindly contact Rockwills Corporation Sdn Bhd, Tel No. 03-79571993.
Seminar : Islamic Estate Planning (to be scheduled in year 2006)
Organiser
:
As-Salihin Trustee Berhad
Schedule
:
To be confirmed
Time
:
9.00 am - 5.00pm
Types of seminar
:
I) 3-day structured programme (15 CPD Hours) II) 1 to 2-day unstructured programme (6.5 CPD Hours per day)
Course Objectives:-
This course aims to educate financial planners with sufficient know-how of the various tools available in Islamic Estate Planning and with one particular purpose in mind - i.e. to ensure that the financial planner acquires the necessary ability to recommend to their clients the best possible solution in the financial planning process based on the client's need and risk management - and strictly in accordance with the Syariah.
For registration or further details of the programme, kindly contact As-Salihin Trustee Berhad, Tel No. 03-79581993.
