Tools and Resources

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MFPC does not endorse or take any responsibility for any third-party websites or materials. Accessing third-party links is done solely at your own risk.
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List of Approved Financial Advisers & Financial Planning Firms

List of Approved Financial Advisers
Financial Planning Firms

22nd Annual General Meeting 2026

Notice of 22nd AGM Meeting
Minutes of the 21st AGM 2025
Proxy Form
Annual Report 2025

Connect with Us

🚀 Partnering for Progress: Elevating Financial Advisory Across Malaysia! 💼✨
The Malaysian Financial Planning Council (MFPC) is proud to be the official partner mobilising the EPF RA Professional Development Programme (Siri 1 - Sesi 2)!
Currently taking place at the EPF Learning ...Campus in Bangi from July 14th to 16th, this intensive 3-day programme brings together over 60 dedicated EPF Relationship Advisors (RAs) from all across Malaysia.
At MFPC, our mandate is clear: to elevate the advisory skills of these RAs, empowering them with the sharpest professional insights to better serve EPF members nationwide going forward.
Our premier speakers are on the ground, delivering deep dives into the core pillars of comprehensive financial health:
📊 Retirement Planning – Structuring sustainable wealth for the golden years.
📉 Expenses, Savings & Debt Management – Navigating cash flow and optimizing financial freedom.
🛡️ Protection Planning – Shielding assets and creating resilient safety nets.
A huge thank you to our esteemed MFPC experts, Alan Lim Wai Loong and Dr. Zalina Mohd Ishak, for steering these high-impact sessions and sharing their wealth of industry knowledge.
We are honoured to collaborate with EPF in driving national financial literacy and raising the benchmark for professional advisory services. Together, we are building a financially resilient future for all Malaysians! 🇲🇾💪
#MFPC #EPF #KWSP #RelationshipAdvisors #FinancialPlanning #RetirementPlanning #FinancialLiteracy #ProfessionalDevelopment #CapacityBuilding #Malaysia

🏃💨 Ready to Run Towards Financial Freedom?

What if one run could improve your health, reward you with exclusive goodies, and bring you one step closer to financial wellness?

🎽 8KM Fun Run
🏅 Finisher Medal
🎁 Goodie Bag
🎟️ Lucky Draw
✨ Early ...Bird from only RM55! [Use this voucher promo code upon check out: MFPCRUN26]

Run Smart. Plan Smart.
Gather your friends, family, and colleagues. Let's make every step count!

📅 31 October 2026
📍 Wetland Putrajaya

Register now before Early Bird ends!

#FinancialFreedomFunRun2026 #RunSmartPlanSmart #MFPC #KenangaInvestors #FunRunMalaysia

Is your professionalism ready for the AI era?

As artificial intelligence reshapes financial services, professionalism and ethics have never been more important.

Join Malaysia's leading experts as they explore the future of:

🔹 Digital Trust
🔹 AI ...Governance
🔹 Data Privacy & Cybersecurity
🔹 Ethical Leadership
🔹 Human Accountability

🎤 Hear from distinguished speakers representing:
• National Cyber Security Agency (NACSA)
• Private Pension Administrator Malaysia (PPA)
• AIA Malaysia
• Kenanga Investors Berhad
• Opus Asset Management
• Chartered Institute of Islamic Finance Professionals (CIIF)
• Bar Council Malaysia

💎 Proudly supported by our Diamond Partner,
Kenanga Investors Berhad

📅 Thursday, 1 October 2026
🕘 9.00 AM – 1.30 PM
💻 Virtual

🎟 Early Bird from only RM49 (MFPC Members) & RM149 (Non Member)

Your greatest professional asset isn't AI.
It's TRUST.

Register today!
https://www.mfpc.org.my/virtualforum/

#ProfessionalismAndEthics2026 #DigitalTrust #AI #Governance #Ethics #FinancialServices #MFPC

EPF RELATIONSHIP ADVISORY PROFESSIONAL DEVELOPMENT PROGRAMME (Retirement Planning, Expenses, Saving & Debt Management and Protection Planning) Series 1, 14 July 2026

Join us at the Wealth at Work Series (WAWS) 2026 Johor Bahru – Financial Planning for Professionals Roadshow.
📍 Amari Hotel, Johor Bahru
📅 26 September 2026 (Saturday)
⏰ 9:00 AM – 12:00 PM
🎟 FREE Admission (Seats are limited)
👉 Register for Public >> ...https://1st.mfpc.org.my/PublicEventRegistration/826
Organised by the Malaysian Financial Planning Council (MFPC).
This session is specially designed for professionals who want to strengthen their financial management strategies and move confidently towards financial freedom.
Secure your seat today.
👉 More info ! https://www.mfpc.org.my/waws/

👀 Something BIG is coming...

The countdown has begun! 🏃💨

Get ready for an unforgettable experience where fitness meets financial wellness. This isn't just another fun run—it's a movement towards a healthier body and a wealthier future.

Watch the ...teaser and be among the first to experience what's coming!

📅 31 October 2026
📍 Wetland Putrajaya

Run Smart. Plan Smart.

#FinancialFreedomFunRun2026 #RunSmartPlanSmart #MFPC #KenangaInvestors #FunRunMalaysia

🚀 MFPC is Proud to be an Official Event Partner of MDRT Connects 2026! 🚀
Join us at MDRT Connects 2026 and visit the MFPC Exhibition Booth to discover how you can take your professional journey even further.
🌟 Exclusive for MDRT Qualifiers
Unlock our special promotional package... for the RFP/Shariah RFP Capstone Programme—designed to help you broaden your advisory expertise and enhance the value you bring to your clients.
Come meet the Secretariat team at our booth to learn more about this exclusive offer and our upcoming initiatives for 2026.
📅 28 July 2026 | 8:30 AM – 5:30 PM
📍 Confetti KL, Mines Wellness City
We look forward to meeting you.
Together We Climb! 🤝🌲
#MFPC #MDRTConnects2026 #MDRT #RFP #ShariahRFP #FinancialPlanning #FinancialAdvisory #ProfessionalDevelopment

Household Financial Management & Financial Planning Training Programme For Agensi Kaunseling & Pengurusan Kredit (AKPK) Financial Advisors, 12 July 2026

Information

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